William McCarthy, CPA, CFE

Firm Controller at Waverly Advisors, LLC

William McCarthy, CPA, CFE has a diverse work experience in the field of accounting and finance. William currently holds the role of Firm Controller at Waverly Advisors, LLC since May 2023. Prior to this, they served as a Fund Controller at the same company from January 2020 to April 2023.

From 2017 to 2019, William worked as a Senior Fund Accountant at Oak Hill Advisors, L.P. Prior to that, they served as an Associate Accountant II at Draffin & Tucker, LLP from August 2015 to May 2017.

In 2014, William gained hands-on experience as an Intern at Warbird Consulting Partners, LLC.

Overall, William McCarthy has a strong background in finance and accounting, with experience in various roles and responsibilities.

William McCarthy, CPA, CFE completed their Bachelor of Business Administration (BBA) in Accounting at Georgia Southern University. William then pursued a Master of Accountancy (MAcc) degree at the same university. Upon completing their education, William obtained additional certifications to further enhance their professional qualifications. In August 2016, they became a Certified Public Accountant (CPA) through the American Institute of Certified Public Accountants. In September 2017, they obtained the designation of Certified Fraud Examiner (CFE) from the Association of Certified Fraud Examiners (ACFE).

Links

Timeline

  • Firm Controller

    May 1, 2023 - present

  • Fund Controller

    January, 2020