Daniele joined Waverly Advisors in April of 2024 when McShane Partners was acquired by Waverly Advisors, LLC. Daniele serves as Partner, Wealth Advisor, and Portfolio Manager of the firm as well as sitting on the firm’s internal Investment Committee. Prior to Waverly, Daniele was with Columbia Management Group, where, as a Senior Portfolio Manager, she co-managed the Columbia Small Cap Growth II fund. Before Columbia Management, Daniele served as an Associate Analyst on an Institutional Investor Magazine Ranked Equity Research Team following the Enterprise Software Industry at Salomon Smith Barney (Citigroup) in New York. She has also served as an associate at Thomas Weisel Partners in San Francisco, CA and J.C. Bradford in Nashville, TN.
Throughout her career, Daniele has focused on equity research across a broad range of industries ranging from multi-billion-dollar corporations to small and micro capitalization equities. Daniele has successfully applied her experience in institutional money management, her time on Wall Street and her experience managing a fund, to grow and initiate change at McShane Partners (now Waverly Advisors) where assets more than tripled under her directive.
Daniele has co-authored industry publications such as B2B eCommerce: A Vertical and Horizontal Perspective and E2E Commerce: How the Internet Redefines Enterprise Software and continues to write research whitepapers on topics ranging from ETFs, fixed income and alternative assets. She is a frequent speaker in Charlotte news outlets, including the Charlotte Business Journal and Charlotte Observer, as well as national publications such as the Wall Street Journal and Bloomberg.
Yoga is the foundation from which Daniele garners physical and mental fortitude. Her children are the most amazingly intricate and astonishing gifts she has ever been given. She enjoys traveling the world and adores fashion, art museums, independent films, and opera.
