Clay McDaniel, CFA®

Clay McDaniel, CFA®

Clay McDaniel has been with the Firm since 2015 and serves as Chief Investment Officer of Private Markets for Waverly Advisors, a fee-only wealth management firm. Clay is a member of the Investment Committee and oversees the firm’s investment process. Clay resides in Atlanta, GA with his wife and their family.


  • Bachelor of Business Administration in Finance
    University of Kentucky, Lexington, KY
  • Master of Science in Economics
    University of Kentucky, Lexington, KY

Professional Affiliations

  • Chartered Financial Analyst (CFA)
  • CFA Society Atlanta
  • Southeastern Hedge Fund Association

Community Involvement

  • Atlanta Public Schools, Morris Brandon GO Team, Chair
  • Center for Educational Innovation, Past Board Member

Ask Me About

  • How we balance risk and reward within a diversified portfolio.
  • What individual investors can learn from family offices and institutions.