John Cox, CFA, CAIA

John Cox, CFA, CAIA has over 20 years of work experience in the investment industry. John started their career in 1997 as the Director of Investments at Kinsight, LLC. In 2017, after almost 20 years at Kinsight, John merged with Warren Averett Asset Management and became the Chief Investment Officer and Partner at Waverly Advisors, LLC. In this role, they provide investment advisory services to clients and serves on the Investment Committee.

John Cox, CFA, CAIA, completed their Bachelor of Business Administration (BBA) degree in Finance from the University of Montevallo, which they attended from 1988 to 1992. Following this, they pursued a Master of Business Administration (MBA) degree at the University of Alabama at Birmingham, where they studied from 1994 to 1996.

In addition to their academic achievements, John has obtained several certifications in the field of finance. John is a CAIA Charterholder, having earned this designation from the CAIA Association in August 2005. John is also a Chartered Financial Analyst (CFA), although the specific details of their CFA certification are not available.