Wayne LeSage, Jr., joins Waverly Advisors, LLC as Chief Growth Officer in January of 2025. With a BBA in Finance from the University of Notre Dame and an MBA in Finance from The Wharton School, University of Pennsylvania, Wayne holds the professional designations of CFA and CFP. His areas of expertise include investment management, retirement planning, generational wealth planning, and charitable & family gifting. Wayne is affiliated with the CFA Institute and is actively involved in the community as an Adjunct Professor of Finance at Villanova University.
Wayne brings 23 years of experience in the investment management industry, having spent 11 years at Coho Partners as the Head of Distribution and a member of the Executive Committee. At Coho, he worked closely with institutions, families, individuals, and the Coho Investment Committee to address all aspects of client service needs. Wayne enjoys learning from others and finding ways to help clients and coworkers.
In his free time, he loves spending time with family and friends, and his favorite hobbies are crossword puzzles and collecting vintage sports cards
Education
Professional Affiliations
Ask Me About