John Brown Cox
Chief Investment Officer bei Waverly Advisors LLC (Alabama)
Profil
Mr. John B.
Cox is a Partner, Chief Investment Officer of Public Markets & Wealth Advisor at Waverly Advisors LLC (Alabama).
He has over 25 years of experience, serving as a portfolio advisor with Kinsight, who merged with Waverly Advisors in 2017.
He also serves as Chair of the firm’s investment committee.
He received his undergraduate degree from the University of Montevallo and an MBA from The University of Alabama.
Aktive Positionen von John Brown Cox
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Chief Investment Officer | 01.04.2017 |
Ehemalige bekannte Positionen von John Brown Cox
| Unternehmen | Position | Ende |
|---|---|---|
Kinsight LLC
 Kinsight LLC Investment ManagersFinance Founded in 1986 by Charles D. Haines, Kinsight LLC is a wealth management firm and registered investment advisor located in Birmingham, Alabama. The firm is a subsidiary of Charles D. Haines, Inc. It was formerly known as Charles D. Haines LLC. Kinsight's clients include individuals, pension plans, profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Kinsight serves as the investment advisor to several hedge fund-of-funds. | Director of Investments | 01.01.2018 |
Ausbildung von John Brown Cox
| The University of Alabama | Masters Business Admin |
| University of Montevallo | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Herr
Frau
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Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Kinsight LLC
Kinsight LLC Investment ManagersFinance Founded in 1986 by Charles D. Haines, Kinsight LLC is a wealth management firm and registered investment advisor located in Birmingham, Alabama. The firm is a subsidiary of Charles D. Haines, Inc. It was formerly known as Charles D. Haines LLC. Kinsight's clients include individuals, pension plans, profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Kinsight serves as the investment advisor to several hedge fund-of-funds. | Finance |
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 |
