Jim Ayres, CFA®, CAIA®

Jim Ayres joined Waverly Advisors in September 2025 and serves as Director of Multi-Asset Strategies.  Jim brings over thirty years’ experience serving the needs of institutional and high net worth investors across a broad range of topics, including investment strategy, asset allocation, and market and economic analysis.

Education

• Bachelor of Business Administration in Int’l Business & Finance, George Washington University, Washington, DC
• MBA in International Banking and Finance, George Washington University, Washington, DC

Professional Affiliations

• Chartered Financial Analyst®, CFA Institute, Charlottesville, VA
• Chartered Alternative Investment Analyst (CAIA®), CAIA Association, Amherst, MA

Ask Me About:

• My kids! (if you’re ready for me to talk your ear off)
• Why I *STILL* believe in such seemingly antiquated concepts as “diversification” and “risk” (and why you should too!)