Theo Coe joined Waverly Advisors in June of 2026 as an Associate Investment Analyst. In this role, he has a passion for both technical market analysis and client-facing care. Theo brings a depth of market analysis experience from his time as Chief Investment Officer of Samford’s Student Managed Investment Fund. He finds purpose through thorough research of macroeconomic events and offering insights to support Advisors in decision-making for their clients. In his career, Theo hopes to help clients reach their full financial potential through providing tailored tax strategies and investment management.
In his free time, Theo is likely outside hiking, running, or playing a sport with friends. You could also find him in the stands of an Atlanta Braves game or thinking of the next place he will travel to.
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