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 @ WA Asset Management, LLC
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2022 - 2025 Partner, Chief Investment Officer of Private Markets @ WA Asset Management, LLC
2015 - 2022 Partner, Chief Investment Officer @ BT Wealth Management, LLC

2012 - 2015 Director @ Zurich Alternative Asset Management, Llc
2010 - 2012 Senior Research Analyst @ Erste Group
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2004 - 2010 Senior Research Analyst @ Single Family Office
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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

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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.

Clay McDaniel Emails

Found 2 emails

Clay McDaniel Phone Numbers

Found 4 phone numbers

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Top WA Asset Management, LLC Employees

James Lazenby

Chief Financial Officer at WA Asset Management, LLC

Birmingham, AL, US
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- 205354XXXX
Aaron Nelson

Partner at WA Asset Management, LLC

Birmingham, AL, US
4
- gmail.com
- yahoo.com
- waasset.com
- waverly-advisors.com
5+
- 251656XXXX
- 205595XXXX
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Steven Causey

Partner at WA Asset Management, LLC

Birmingham, AL, US
3
- waasset.com
- bellsouth.net
- gmail.com
3
- 205979XXXX
- 256236XXXX
- 205706XXXX
Walter Lunsford

Partner, regional Director, Financial Advisor at WA Asset Management, LLC

Cincinnati, OH, US
1
- gmail.com
5+
- 727360XXXX
- 513762XXXX
- 513289XXXX
- 513831XXXX
- 513225XXXX
- 513646XXXX
Thomas Brown

Partner, Regional Director at WA Asset Management, LLC

Austin, TX, US
2
- yahoo.com
- gmail.com
3
- 512774XXXX
- 512774XXXX
- 512968XXXX
Mindy Sutton

Partner, Wealth Advisors at WA Asset Management, LLC

Colorado Springs, CO, US
2
- gmail.com
- waasset.com
5+
- 719576XXXX
- 719434XXXX
- 719597XXXX
- 719243XXXX
- 719230XXXX
- 1.719243XXXX

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