Elliott Van Ness, CFA

Elliott Van Ness, CFA

Elliott joined Waverly in April of 2024 when McShane Partners was acquired by Waverly Advisors, LLC. Elliott serves as Partner and Director of Equity Research at Waverly. In his role, Elliott contributes his expertise to the firm’s in-house proprietary investment research and analysis, including analyzing global economic trends, performing in-depth equity market research and fundamental equity analysis, and conducting third-party manager reviews. He works with the Wealth Advisory Team on guiding client investment strategies and conducting systematic portfolio reviews and performance evaluations.

Elliott enjoys discovering new investment opportunities in lesser-known, overlooked stocks of companies with attractive fundamentals operating in niche sectors or industries trading at excessive discounts to their intrinsic fair market values.

Elliott and his wife live in Plaza Midwood, and spends most of their free time trying to keep up with their two French bulldogs, Hamilton and Gilbert.
In 2023, he participated as a Star in the seventh season of Dancing with the Stars of Charlotte and won the Judges’ Choice Award.


  • Bachelors Degree
    Davidson College

Professional Affiliations

  • Member of CFA Institute
  • Member of CFA Society of North Carolina
  • Former Regional Director of CFA Society of North Carolina

Community Involvement

  • Board Member of Dancing with the Stars of Charlotte

Ask Me About

  • Investment Management
  • Equity Research
  • Generational Wealth Planning
  • Charitable & Family Gifting