John B. Cox, CFA®, CAIA

John is the Chief Economist at Waverly Advisors. He is also a Partner of the firm and a Wealth Advisor.

John brings over 25 years of experience, serving as a portfolio advisor with Kinsight, who merged with Waverly Advisors in 2017. He also serves on the Firm’s investment committee. He resides in Hoover with his wife and two children.

Education

• Bachelor of Business Administration, Finance
  University of Montevallo, Montevallo, AL
• Master of Business Administration
  University of Alabama, Birmingham, Birmingham, AL

Professional Affiliations

• Chartered Financial Analyst Charterholder (CFA^®)
• CFA^® Society of Alabama
• Chartered Alternative Investment Analyst (CAIA)
• 2020i RIA Investment Peer Group

Community Involvement

• Riverchase United Methodist Church’s Permanent Endowment Committee, Member
• Riverchase United Methodist Church Finance Committee, Former Member
• University of Montevallo’s Foundation Board and Investment Committee, Member

Ask Me About

• How to diversify around a low-basis concentrated stock position
• How to structure a fixed income portfolio in an environment of rising interest rates
• Taking my son to the National Championship Game/Grand Canyon and getting stranded in Arizona for three extra days
• Serving on the University of Montevallo Foundation Board
• My love for animals, especially dogs (I have a Shih Tzu named “Cookie”)