Emily M. Cozad, CFA

Emily M. Cozad joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. Emily began working with Buckingham Advisors as an investment intern in 2018. As an Investment Analyst at Waverly, Emily brings several years of experience in individual stock research, portfolio management, fund model research and rebalancing, and trading.

Emily has volunteered to help women in business and students looking to break into the industry. She enjoys learning more about behavioral finance and psychology. Spending time with her husband, family, and friends brings her joy and comfort. In her rare moments of free alone time, she rejoices in reading books while enjoying coffee.

Education

• Wright State University, Bachelor of Science in Business, Financial Services Major

Professional Affiliations

• Chartered Financial Analyst, Columbus Society

Community Involvement

• Buckingham Big Hearts Charitable Committee, President
• Wright State Student Endowment Fund, Equity Advisory Board

Ask Me About:

• ETFs and Mutual Funds
• My favorite book by Malcolm Gladwell
• My go-to coffee shop order