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Clay McDaniel

Partner, Chief Investment Officer at BT Wealth Management, LLC

Clay McDaniel, CFA, is the Partner and Chief Investment Officer of Private Markets at Waverly Advisors, LLC, since July 2022.1 Previously, Clay was a Partner and Chief Investment Officer at BT Wealth Management, LLC from September 2015 to June 2022.1 Clay is a member of the Investment Committee and oversees Waverly Advisor's investment process.2 He resides in Atlanta, GA, with his wife and family.2

McDaniel's career includes roles such as Director of Hedge Funds at Zurich Alternative Asset Management from April 2012 to June 2015, Senior Research Analyst of Hedge Funds at Erste Group Bank AG from September 2010 to March 2012, and Senior Research Analyst at WR Capital Management from June 2008 to August 2010.1 He started his career as a Research Analyst at a Single Family Office from June 2004 to May 2008.1

Clay McDaniel holds a BBA in Finance (1998-2002) and an MS in Economics (2002-2004) from the University of Kentucky.1 During his time earning his MS, he engaged in coursework and comprehensive exams for a PhD in Finance.1 Clay also holds the Chartered Financial Analyst (CFA) certification from the CFA Institute.1

Highlights

Jul 28 · theorg.com
Clay McDaniel, CFA - Waverly Advisors, LLC - The Org
People Archive - Waverly Advisors

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Clay McDaniel
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Location

Atlanta, Georgia, United States