William McCarthy serves as the Firm Controller at Waverly Advisors. He assists the Chief Financial Officer with firm accounting, reporting, and operations. William joined Waverly Advisors in July 2022 when BT Wealth Management merged with our firm. William previously served as Waverly’s Private Fund Controller supervising the accounting and operations for Waverly’s proprietary alternative investment vehicles.
Prior to BT Wealth Management, William worked for a leading alternative investment firm where he supervised accounting & reporting functions for separately managed accounts and portfolios. William began his career in public accounting focusing on audit and advisory services.
William is a Certified Public Accountant (CPA) and a Certified Fraud Examiner (CFE). He graduated from Georgia Southern University with his Bachelors and Masters in Accounting. William is an avid Georgia Southern Eagles fan and enjoys homesteading with his wife, recording his own music, and home-brewing.