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Profil
Mr. John B. Cox is a Partner, Chief Economist & 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.
Postes actifs de John Brown Cox
| Sociétés | Poste | Début |
|---|---|---|
Waverly Advisors LLC (Alabama)
 Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors primarily allocates client investment assets among various mutual funds, ETFs, fixed-income securities and independent managers on a discretionary and non-discretionary basis based on the client's specific investment objectives. | Economiste | 01/02/2025 |
Anciens postes connus de John Brown Cox
| Sociétés | Poste | Fin |
|---|---|---|
Kinsight LLC
 Kinsight LLC Investment ManagersFinance Kinsight's securities analysis methods may include fundamental analysis, technical analysis, cyclical analysis and charting. In addition, the firm employs an asset allocation approach that incorporates historical statistics and judgment to design model portfolios which are adjusted as needed to fit each client's individual investment objectives. policy. When using fundamental analysis, they generally rely on evaluation of company earnings, balance sheet variables and management quality to predict the future value of an investment. Kinsight utilizes a variety of investment strategies including long-term purchases, short-term purchases, securities trading, margin transactions and option writing. The firm may also use other appropriate investment strategies, such as alternative investments, after giving consideration to the results of the client's overall financial plan. | Director of Investments | 01/01/2018 |
Formation de John Brown Cox
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
60
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Kinsight LLC
Kinsight LLC Investment ManagersFinance Kinsight's securities analysis methods may include fundamental analysis, technical analysis, cyclical analysis and charting. In addition, the firm employs an asset allocation approach that incorporates historical statistics and judgment to design model portfolios which are adjusted as needed to fit each client's individual investment objectives. policy. When using fundamental analysis, they generally rely on evaluation of company earnings, balance sheet variables and management quality to predict the future value of an investment. Kinsight utilizes a variety of investment strategies including long-term purchases, short-term purchases, securities trading, margin transactions and option writing. The firm may also use other appropriate investment strategies, such as alternative investments, after giving consideration to the results of the client's overall financial plan. | Finance |
The University of Alabama
 The University of Alabama Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Montevallo
 University of Montevallo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors primarily allocates client investment assets among various mutual funds, ETFs, fixed-income securities and independent managers on a discretionary and non-discretionary basis based on the client's specific investment objectives. | Finance |
