Clay McDaniel, CFA

Clay McDaniel, CFA has an extensive work experience in the financial industry. In their most recent role, they serve as the Partner and Chief Investment Officer of Private Markets at Waverly Advisors, LLC since July 2022. Prior to this, Clay was a Partner and Chief Investment Officer at BT Wealth Management, LLC from September 2015 to June 2022. Clay also worked as a Director of Hedge Funds at Zurich Alternative Asset Management from April 2012 to June 2015. Before that, they served as a Senior Research Analyst of Hedge Funds at Erste Group Bank AG from September 2010 to March 2012 and at WR Capital Management from June 2008 to August 2010. Clay's career started as a Research Analyst at a Single Family Office from June 2004 to May 2008. Throughout their career, Clay has gained expertise in various aspects of investment, research, and management in the financial industry.

Clay McDaniel, CFA has a strong education background in economics and finance. Clay completed their BBA in Finance at the University of Kentucky from 1998 to 2002. Afterwards, they pursued further studies at the same institution, earning an MS in Economics from 2002 to 2004. During this time, they also engaged in coursework and comprehensive exams for a PhD in Finance. Additionally, Clay McDaniel holds the Chartered Financial Analyst (CFA) certification from the CFA Institute. The exact date of obtaining this certification is unknown.