Scott Dorsey

Scott Dorsey joined Waverly Advisors in March of 2025 following the acquisition of NBW Capital by Waverly Advisors, LLC. As a (your title) at Waverly, Scott brings over 25 years of investment operations experience to Waverly. His focus has been working with Registered Investment Advisors and Custodians. Scott’s areas of expertise include troubleshooting complex data issues, regulatory compliance, investment performance, trade operations and client reporting.

Scott enjoys collaborating with coworkers to identify ways to implement improvements to processes and tasks.

Scott and his wife are proud parents of four children who keep them busy with their sports and activities. In the off-season they enjoy traveling and cheering on the Boston sports teams.

Education

• Providence College, B.A.

Professional Affiliations

• AUG The Exchange, a networking organization focused on sharing of best practices for compliance, technology and operations in the financial services industry.

Community Involvement

• Former member of the board of directors at The Ellie Fund, a non-profit that provides essential support services to breast cancer patients to ease the stresses of everyday life, allowing the focus to be on family, recovery and healing.

Ask Me About

• GIPS, Global Investment Performance Standards
• How best to use Investment Management Software
• Best Practices for SEC Compliance