John Brown Cox
Chief Investment Officer at Waverly Advisors LLC (Alabama)
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Justin Thomas Russell | M | - |
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. | 18 years |
| Josh Reidinger | M | - |
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. | 25 years |
| Melanie Luther Nichols | F | - |
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. | 13 years |
| Steven Clay Causey | M | - |
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. | 25 years |
| Clay McDaniel | M | - |
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. | 2 years |
| Eddie Carlisle | M | - |
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. | 1 years |
| Jeremy Dale Schares | M | - |
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. | - |
| Terri Munro | F | - |
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. | 11 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Charles Davis Haines | M | - |
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. | 31 years |
| Tom C. Block | M | - |
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. | 2 years |
| Brandon White | M | - |
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.
The University of Alabama
| 13 years |
| Adrian Hughes | F | - |
The University of Alabama
| 5 years |
| Larry Kelly Hicks | M | - |
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. | 5 years |
| Caleb Ryan Hopkins | M | - |
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. | - |
| C. Johan Grahs | M | - |
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. | - |
| Elena V. Collins | F | - |
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. | - |
| Timothy V. Thornton | M | - |
The University of Alabama
| 13 years |
| Susan Grubb | F | - |
The University of Alabama
| 25 years |
| Christopher Blair Driver | M | - |
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. | 2 years |
| Leslie H. Carlisle | F | - |
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. | - |
| Ron E. Reed | M | - |
The University of Alabama
| 4 years |
| Heath Terry | M | - |
The University of Alabama
| 4 years |
| Kenton Lowell Russell | M | - |
The University of Alabama
| 4 years |
| Harvey Atwood Hutchinson | M | - |
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. | 1 years |
| Beth A. McSorley | F | - |
The University of Alabama
| 4 years |
| Anthony Johnson | M | - |
The University of Alabama
| 4 years |
| Ashraf Elsayed | M | - |
The University of Alabama
| 3 years |
| Gregg Polinsky | M | - |
The University of Alabama
| 9 years |
| Christopher Flint | M | - |
The University of Alabama
| 3 years |
| Brent Akers | M | - |
The University of Alabama
| 4 years |
| Randy Anderson | M | 56 |
The University of Alabama
| 3 years |
| Jeff Solomon | M | - |
The University of Alabama
| 4 years |
| Randeep Brar | M | - |
The University of Alabama
| 2 years |
| Jason Harris | M | - |
The University of Alabama
| 4 years |
| Dean Dillard | M | - |
The University of Alabama
| 4 years |
| Lori Glauser | F | 54 |
The University of Alabama
| 2 years |
| Christine Zhao | F | 51 |
The University of Alabama
| 1 years |
| Gyeong-Seon Son | M | 60 |
The University of Alabama
| 4 years |
| Joshua Mandell | M | 49 |
The University of Alabama
| 4 years |
| Ghassan Shawli | M | 46 |
The University of Alabama
| 4 years |
| Boon Hooi Koay | M | 62 |
University of Montevallo
| 4 years |
| Jung-Mi Kim | M | 64 |
The University of Alabama
| 3 years |
| Geoff Meacham | M | - |
The University of Alabama
| 5 years |
| Zach Musso | M | - |
The University of Alabama
| 4 years |
| Spencer South | M | - |
The University of Alabama
| 1 years |
| Tammy Halcomb | F | - |
The University of Alabama
| 4 years |
| Rich Anthony | M | - |
The University of Alabama
| 2 years |
| Donald F. Lutomski | M | - |
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. | 11 years |
| Kristie Kostopulos Jones | F | - |
The University of Alabama
| 3 years |
| John Cook | M | - |
The University of Alabama
| 4 years |
| Stuart Godfrey | M | - |
The University of Alabama
| 4 years |
| John P. Maloney | M | - |
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. | 1 years |
| Hunter S. Craig | M | - |
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. | 2 years |
| Russell T. Henshaw | M | - |
The University of Alabama
| 4 years |
| Bernard Boozer Downs | M | - |
The University of Alabama
| 4 years |
| Shonna W. Felkel | F | - |
The University of Alabama
| 3 years |
| Bevin Barber | F | - |
The University of Alabama
| 4 years |
| Douglas Luckett | M | - |
The University of Alabama
| 4 years |
| Andrew A. Sorensen | M | 83 |
The University of Alabama
| 6 years |
| Irby Jones Thompson | M | - |
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. | 8 years |
| Mark Farbman | M | - |
The University of Alabama
| 4 years |
| Jeanny Williams | F | - |
University of Montevallo
| 4 years |
| Bill Lorimer | M | - |
The University of Alabama
| 4 years |
| Jose Rendon | M | - |
The University of Alabama
| 3 years |
| Lance Shoemaker | M | - |
The University of Alabama
| 4 years |
| Peyton I. Diliberto | F | - |
The University of Alabama
| 4 years |
| Kuo En Chang | M | - |
The University of Alabama
| 3 years |
| Scott McLeod | M | - |
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. | 4 years |
| Tracy Bell | F | - |
The University of Alabama
| 3 years |
| Thomas Joel Wann | M | - |
The University of Alabama
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 70 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- John Brown Cox
- Personal Network
