Clay McDaniel Email & Phone Number
Partner, Chief Investment Officer @ WA Asset Management, LLC
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Clay McDaniel Location
- Atlanta, GA, US
Clay McDaniel Work
- 2025 - now Partner, Chief Investment Officer @
- 2022 - 2025 Partner, Chief Investment Officer of Private Markets @
- 2015 - 2022 Partner, Chief Investment Officer @ BT Wealth Management, LLC
- 2012 - 2015 Director @
- 2010 - 2012 Senior Research Analyst @
- 2004 - 2010 Senior Research Analyst @ Single Family Office
Clay McDaniel Education
- University of Kentucky
MS (Economics)
2002 - 2004 - University of Kentucky
Completed Coursework and Comprehensive Exams for PhD (Finance)
2002 - 2004 - University of Kentucky
BBA (Finance)
1998 - 2002
Clay McDaniel Skills
- Equities
- Advisory
- Business Analysis
- Management
- Capital Markets
- Business Strategy
- Hedge Funds
- Portfolio Management
- Asset Managment
- Microsoft Excel
- Wealth Management
- Economics
- Investment Banking
- Private Equity
- Due Diligence
- Investments
- Process Improvement
- Asset Allocation
- Valuation
- Alternative Investments
- Derivatives
- Project Management
- Marketing
- Asset Management
- Fund of Funds
- Fixed Income
- Research
Clay McDaniel Summary
- Clay McDaniel, based in Atlanta, GA, US, is currently a Partner, Chief Investment Officer at Waverly Advisors, LLC. Clay McDaniel brings experience from previous roles at Waverly Advisors, LLC, BT Wealth Management, LLC, Zurich Alternative Asset Management and Erste Group Bank AG. Clay McDaniel holds a 2002 - 2004 MS in Economics @ University of Kentucky. With a robust skill set that includes Equities, Advisory, Business Analysis, Management, Capital Markets and more. Clay McDaniel has 2 emails and 1 mobile phone numbers on RocketReach.
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