Josh Reidinger
Directeur Général chez Waverly Advisors LLC (Alabama)
Profil
Mr. Joshua L.
Reidinger, CPA, is a Partner & Chief Executive Officer at Waverly Advisors LLC (Alabama).
His primary responsibility is establishing and executing the strategic direction of the firm.
Mr. Reidinger is involved in all areas of growth including mergers and acquisitions.
Throughout his career, Mr. Reidinger has worked with complex, multi-generational clients and still remains closely involved with select clients.
He received his undergraduate degree from Samford University and a graduate degree from The University of Alabama at Birmingham.
Postes actifs de Josh Reidinger
Sociétés | Poste | Début |
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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. | Directeur Général | 01/01/2022 |
Formation de Josh Reidinger
Samford University | Undergraduate Degree |
The University of Alabama at Birmingham | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 1 |
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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 |