Director of Data and Analytics

Scott Dorsey

Scott Dorsey joined Waverly Advisors in March of 2025 following the acquisition of certain assets of NBW Capital by Waverly Advisors, LLC. As Director of Data and Analytics 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 knowledge 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.

[email protected]

857-254-5477

Boston, MA

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Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

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