AeroLeads people directory · profile
Clay Mcdaniel, Cfa Email & Phone Number
Partner, Chief Investment Officer
at
Waverly Advisors, LLC
1 work email found
@btwealthllc.com
2 phones found area 770
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, Chief Investment Officer
Location
Atlanta, Georgia, United States
Who is Clay Mcdaniel, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Clay Mcdaniel, Cfa is listed as Partner, Chief Investment Officer at Waverly Advisors, LLC, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at btwealthllc.com, phone signal with area code 770, and a matched LinkedIn profile for Clay Mcdaniel, Cfa.
Clay Mcdaniel, Cfa previously worked as Partner, Chief Investment Officer of Private Markets at Waverly Advisors, Llc and Partner, Chief Investment Officer at Bt Wealth Management, Llc. Clay Mcdaniel, Cfa holds Ms, Economics from University Of Kentucky.
Company email context
Email format at Waverly Advisors, LLC
This section adds company-level context without repeating Clay Mcdaniel, Cfa's masked contact details.
*@btwealthllc.com
68% confidence
AeroLeads found 1 current-domain work email signal for Clay Mcdaniel, Cfa. Compare company email patterns before reaching out.
Profile bio
About Clay Mcdaniel, Cfa
Clay Mcdaniel, Cfa is a Partner, Chief Investment Officer at Waverly Advisors, LLC. He possess expertise in investments, management, equities, hedge funds, portfolio management and 13 more skills.
Listed skills include Investments, Management, Equities, Hedge Funds, and 14 others.
Current workplace
Clay Mcdaniel, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Clay Mcdaniel, Cfa work experience
A career timeline built from the work history available for this profile.
Partner, Chief Investment Officer Of Private Markets
Current
Sep 2015 - Present
Partner, Chief Investment Officer
Bt Wealth Management, Llc
Sep 2015 - Jun 2022
Director, Hedge Funds
Apr 2012 - Jun 2015
Senior Research Analyst, Hedge Funds
Sep 2010 - Mar 2012
Senior Research Analyst, Hedge Funds
Jun 2008 - Aug 2010
Research Analyst
Single Family Office
Jun 2004 - May 2008
3 education records
Clay Mcdaniel, Cfa education
Ms, Economics
Completed Coursework And Comprehensive Exams For Phd, Finance
Bba, Finance
FAQ
Frequently asked questions about Clay Mcdaniel, Cfa
Quick answers generated from the profile data available on this page.
What company does Clay Mcdaniel, Cfa work for?
Clay Mcdaniel, Cfa works for Waverly Advisors, LLC.
What is Clay Mcdaniel, Cfa's role at Waverly Advisors, LLC?
Clay Mcdaniel, Cfa is listed as Partner, Chief Investment Officer at Waverly Advisors, LLC.
What is Clay Mcdaniel, Cfa's email address?
AeroLeads has found 1 work email signal at @btwealthllc.com for Clay Mcdaniel, Cfa at Waverly Advisors, LLC.
What is Clay Mcdaniel, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 770 for Clay Mcdaniel, Cfa at Waverly Advisors, LLC.
Where is Clay Mcdaniel, Cfa based?
Clay Mcdaniel, Cfa is based in Atlanta, Georgia, United States while working with Waverly Advisors, LLC.
What companies has Clay Mcdaniel, Cfa worked for?
Clay Mcdaniel, Cfa has worked for Waverly Advisors, Llc, Bt Wealth Management, Llc, Zurich Alternative Asset Management, Erste Group Bank Ag, and Wr Capital Management.
How can I contact Clay Mcdaniel, Cfa?
You can use AeroLeads to view verified contact signals for Clay Mcdaniel, Cfa at Waverly Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Clay Mcdaniel, Cfa attend?
Clay Mcdaniel, Cfa holds Ms, Economics from University Of Kentucky.
What skills is Clay Mcdaniel, Cfa known for?
Clay Mcdaniel, Cfa is listed with skills including Investments, Management, Equities, Hedge Funds, Portfolio Management, Alternative Investments, Due Diligence, and Capital Markets.
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