Eddie Carlisle
Portfolio Manager-Equities at Waverly Advisors LLC (Alabama)
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Justin Thomas Russell | M | - |
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | 18 years |
Josh Reidinger | M | - |
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | 25 years |
Melanie Luther Nichols | F | - |
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | 13 years |
John Brown Cox | M | - |
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | 7 years |
Steven Clay Causey | M | - |
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | 25 years |
Clay McDaniel | M | - |
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | 2 years |
Doug Muenzenmay | M | - |
Soundpath Investment Advisors LLC
Soundpath Investment Advisors LLC Investment ManagersFinance Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities. | 14 years |
Jeremy Dale Schares | M | - |
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | - |
Sissy Moreland | F | - |
Soundpath Investment Advisors LLC
Soundpath Investment Advisors LLC Investment ManagersFinance Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities. | 7 years |
Terri Munro | F | - |
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | 11 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Tim Medley | M | - |
Soundpath Investment Advisors LLC
Soundpath Investment Advisors LLC Investment ManagersFinance Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities. | 32 years |
Ryan Cortner | M | - |
University of Florida
| 5 years |
Jonas Brandon | M | - |
University of Florida
| 6 years |
James A. Deeken | M | - |
Vanderbilt University
| 3 years |
Melissa Comunale | F | - |
University of Florida
| 6 years |
Robert D. Klingler | M | - |
University of Florida
| 3 years |
Yazid Tohme | M | 51 |
University of Florida
| 4 years |
Dianna Morgan | F | 72 |
University of Florida
| 10 years |
Todd J. Gross | M | - |
University of Florida
| 4 years |
Vishnu Lekraj | M | - |
University of Florida
| 7 years |
Jeffrey Hoskins | M | - |
Vanderbilt University
| 5 years |
Saša Zdjelar | M | - |
University of Florida
| 5 years |
Kevin J. Anthony | M | - |
Soundpath Investment Advisors LLC
Soundpath Investment Advisors LLC Investment ManagersFinance Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities. | 9 years |
Klein Adam P. | M | - |
University of Florida
| - |
Matt Burnstein | M | - |
Vanderbilt University
| 7 years |
Robin Dobbs | M | - |
University of Florida
| 4 years |
Maureen Short | F | 49 |
University of Florida
| 2 years |
William Durie | M | - |
University of Florida
| 4 years |
Michael Woods | M | - |
University of Florida
| 4 years |
Andrew J. Rein | M | - |
Vanderbilt University
| 4 years |
Irene Willard | F | - |
University of Florida
| 4 years |
Craig A. Huie | M | - |
University of Florida
| 4 years |
Roger A. Puerto | M | - |
University of Florida
| 4 years |
Samantha Gotlib | F | - |
University of Florida
| 4 years |
Bryan Kelly | M | - |
Vanderbilt University
| 4 years |
Michael Hayes Rollauer | M | 50 |
Vanderbilt University
| 4 years |
Stacey M. Ellis | F | - |
University of Florida
| 9 years |
Terrence Allen Childers | M | - |
University of Florida
| 2 years |
Warren Pies | M | - |
University of Florida
| 4 years |
Jacqueline N. Acosta | F | - |
University of Florida
| 4 years |
Wallace Cascio | M | - |
University of Florida
| 4 years |
Jeff Lin | M | - |
University of Florida
| 4 years |
Tony Jimenez | M | - |
University of Florida
| 4 years |
Colleen A Hanlon | M | - |
University of Florida
| 4 years |
PULLINS DAVID | M | - |
Vanderbilt University
| 2 years |
KENNEDY LIZBETH | F | - |
Vanderbilt University
| 24 years |
Michael King | M | - |
Vanderbilt University
| 5 years |
Travis W. Baughman | M | - |
University of Florida
| 5 years |
Kevin Polli | M | - |
University of Florida
| 1 years |
Andrew Skatoff | M | - |
University of Florida
| 4 years |
Anurag Mehta | M | - |
University of Florida
| 1 years |
Frank Huynh | M | - |
University of Florida
| 4 years |
William Thomas | M | 48 |
University of Florida
| 4 years |
Anthony English Poppe | M | - |
University of Florida
| 4 years |
Robert Matthews Beall | M | - |
University of Florida
| 4 years |
Ken Warrington | M | - |
University of Florida
| 3 years |
Jason Paul Follert | M | - |
University of Florida
| 4 years |
Jonathan C. Hilley | M | - |
University of Florida
| 4 years |
Stacey Rubin | F | - |
University of Florida
| 4 years |
Suzanne M. VanLeeuwen | F | - |
University of Florida
| 4 years |
Bradley Owens | M | 47 |
Vanderbilt University
| 4 years |
Jeremy Burris | M | - |
University of Florida
| 4 years |
Zachary Sadow | M | - |
University of Florida
| 4 years |
Brian Robins | M | 54 |
Vanderbilt University
| 2 years |
Vincent Pileggi | M | - |
University of Florida
| 4 years |
Pierre Horvilleur | M | - |
University of Florida
| 4 years |
Jeffery Surles | M | - |
Vanderbilt University
| 4 years |
Curti M. Johnson | M | 64 |
Vanderbilt University
| 3 years |
Doug Pace | M | - |
University of Florida
| 4 years |
James David Stefansic | M | - |
Vanderbilt University
| 3 years |
David Schamus | M | - |
University of Florida
| 4 years |
Brian Scruggs | M | - |
Vanderbilt University
| 5 years |
Ryan Bachman | M | - |
Vanderbilt University
| 3 years |
Andrew Ferguson Hill | M | - |
Vanderbilt University
| 4 years |
Peter James Kashanek | M | - |
Vanderbilt University
| 2 years |
Mike B. Hand | M | - |
University of Florida
| 4 years |
Rick M. Wynn | M | - |
Vanderbilt University
| 2 years |
Kenneth Michael Burke | M | - |
Vanderbilt University
| 4 years |
Jeff Vancavage | M | - |
University of Florida
| 2 years |
Bryan Da Frota | M | - |
University of Florida
| 4 years |
Adam Thomas Douberly | M | - |
University of Florida
| 4 years |
Kevin A. Reck | M | - |
University of Florida
| 3 years |
Walid Wael Ayoub Zurub | M | 57 |
University of Florida
| 3 years |
Kelly C. Spicher | F | - |
University of Florida
| 3 years |
Bryan E. Wilson | M | - |
University of Florida
| 4 years |
Danielle R. Whitley | F | - |
University of Florida
| 3 years |
Dario Passadore | M | 54 |
University of Florida
| 2 years |
Allison S. Johnson | F | 39 |
University of Florida
| 4 years |
Parag Adhyaru | M | - |
University of Florida
| 4 years |
Tom Joseph Spier | M | - |
Vanderbilt University
| 4 years |
Yun Fei Lian | F | 48 |
University of Florida
| 1 years |
Alex Albert | M | - |
Vanderbilt University
| 4 years |
Susan LeFrancois | M | - |
University of Florida
| 3 years |
Jennifer Record Schmidt | F | - |
University of Florida
| 4 years |
Amy Christine Moss | F | - |
Vanderbilt University
| 3 years |
Kelly Haan | F | - |
University of Florida
| 4 years |
Daniel Laurence Kecskes | M | - |
University of Florida
| 4 years |
Josh Nelson | M | - |
University of Florida
| 4 years |
James Dimitri | M | - |
Vanderbilt University
| 4 years |
Meika Hilsman | F | - |
Vanderbilt University
| 4 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Eddie Carlisle
- Personal Network