Joe Belew joined Waverly Advisors in October of 2024 after 9258 Wealth Management was acquired by Waverly Advisors, LLC. With a distinguished career spanning over four decades, Joe previously served as a Senior Portfolio Manager, where he managed a Large Cap Value Mutual Fund from 1991 to 2001. This fund was recognized as the #1 performing Large Cap Equity Mutual Fund in the Greater Cincinnati area in 1995 and 1996. Joe’s professional interests include investment management and creating customized portfolios that align with clients’ goals and risk tolerance, all while maintaining a culture of compliance.
Outside of his professional life, Joe is a passionate sports fan who pitched in college, enjoys attending Cincinnati Reds and Bengals games, playing golf with friends, and spending quality time with his wife of over 42 years. He also loves traveling to Hilton Head Island, SC with their two grown children, their spouses, and three beautiful grandchildren.