Crews Kay, CFA®

Crews Kay, CFA®

Crews Kay has been with the Firm since 2022 and serves as Investment Analyst at Waverly Advisors. As a Certified Financial Analyst Crews aids advisors by utilizing research database tools such as Bloomberg and Morningstar, completes due diligence of both public and private markets, trades for respective clients, and manages portfolios in accordance with the principles and strategies of Waverly. He has drive and dedication, and brings intentionality to each client, often dealing with complex financial situations. Crews resides in Homewood, AL.

Education

  • Bachelor of Science in Business Administration in Finance, with a concentration in Data Analytics
    Samford University, Birmingham, AL

Professional Affiliations

  • Samford University Senior Finance Award, 2022

Community Involvement

  • Grace Klein Community, Feed BHM volunteer
  • Mountain Brook Community Church

Ask Me About

  • The importance and strategies of investing
  • My first job experience
  • The culture here at Waverly
  • My family
  • My pickleball expertise
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