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
