Joshua Taylor has been with Waverly Advisors as an Investment Analyst since November 2022. Joshua supports the investment team in delivering tailored portfolio solutions to high-net-worth individuals, families, and business owners. He assists in portfolio construction, investment research, and performance analysis, playing a key role in helping the firm provide thoughtful, data-driven strategies aligned with each client’s financial goals.
Joshua works closely with senior advisors and Waverly’s internal Investment Committee, contributing to asset allocation reviews, manager due diligence, and ongoing market analysis. His strong analytical skills and attention to detail help ensure the firm’s investment recommendations are both rigorous and responsive to changing market conditions