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Justin Thomas Russell
President at Waverly Advisors LLC (Alabama)
Profile
Mr. Justin T.
Russell is a Partner & President at Waverly Advisors LLC (Alabama).
His primary responsibilities include overseeing asset management operations while developing comprehensive financial plans and managing investment portfolios for high net worth families and private foundations.
Mr. Russell has over 19 years of investment experience.
He received his undergraduate degree from Auburn University.
Justin Thomas Russell active positions
Companies | Position | Start |
---|---|---|
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. | President | 01/01/2022 |
Former positions of Justin Thomas Russell
Companies | Position | End |
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Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Training of Justin Thomas Russell
Auburn University | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
Executives
Linked companies
Private companies | 2 |
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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. | Finance |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
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