John B. Cox, CFA®, CAIA

John B. Cox, CFA®, CAIA

John is the Chief Investment Officer of Public Markets at Waverly Advisors. He is also a Partner of the firm and a Wealth Advisor.

John brings over 20 years of experience, serving as a portfolio advisor with Kinsight, who merged with Waverly Advisors in 2017. He also serves as Chair of 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, Member
  • University of Montevallo’s Foundation Board and Investment Committee, Former Member
  • Hoover Recreational Youth Basketball League, Former 4-Year League Director

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”)
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