Kevin Carroll joined Waverly Advisors in September 2025 as Director of Trading, bringing over three decades of experience in institutional trading, execution strategy, and risk management to his role as Director of Trading. With a career spanning both the buy side and sell side, Kevin has built and led high-performing trading desks, consistently delivering efficient execution while upholding the highest standards in compliance and operational integrity.
Before joining Waverly, Kevin served as Senior Vice President at Lightspeed Financial Services Group, where he successfully launched and scaled a new institutional trading division. His leadership journey also includes serving as COO and Partner at Atreyu Trading, where he oversaw trading operations and spearheaded technology integrations. Earlier, as Head of Trading at William O’Neil Securities, Kevin established both internal and client-facing trading desks. He was instrumental in the growth of Pulse Trading, helping to create one of the most innovative agency trading platforms of its time and co-founding BlockCross, an alternative trading system later acquired by State Street. Kevin began his career as a fixed income trader at ICAP.
Beyond the trading floor, Kevin is deeply committed to community service. He serves on the board of Saint Paul’s Parish and volunteers at Father Bill’s Homeless Shelter. In his personal time, he enjoys traveling with his family, spending time outdoors, and participating in mission trips.