![Eddie Carlisle](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Eddie Carlisle
Portfolio Manager-Aktien bei
Waverly Advisors LLC (Alabama)
Profil
Mr. Edward L.
Carlisle is a Partner & Wealth Advisor at Waverly Advisors LLC (Alabama).
He joined Waverly Advisors in September of 2023 after SoundPath Investment Advisors was acquired by Waverly.
His career started while practicing law, primarily in tax and estate planning, for eight years.
He switched his focus to investment management and advising and seventeen years later, he still working closely with his clients to achieve their financial goals.
Mr. Carlisle received his undergraduate degree from Mississippi College, a graduate degree from the University of Florida and a graduate degree from Vanderbilt University.
Aktive Positionen von Eddie Carlisle
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.09.2023 |
Ehemalige bekannte Positionen von Eddie Carlisle
| Unternehmen | Position | Ende |
|---|---|---|
Soundpath Investment Advisors LLC
 Soundpath Investment Advisors LLC Investment ManagersFinance Soundpath employs an investment strategy that utilizes the ownership of stocks and bonds, primarily through no-load mutual funds. Investment assets are strategically allocated among several asset classes, which include, but are not limited to, cash, bonds, US large-cap stocks, US small-cap stocks, and international stocks. The allocation among the various asset classes is a function of the client’s investment objectives, risk tolerance, time frame, and their own assessment of the relative attractiveness of each asset class. They also attempt to further reduce risk by diversifying investments within various asset categories. | Compliance Officer | 01.09.2023 |
Watkins & Eager PLLC
 Watkins & Eager PLLC Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | - |
Ausbildung von Eddie Carlisle
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
74
Beziehungen ersten Grades
6
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
Vanderbilt University
 Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Soundpath Investment Advisors LLC
Soundpath Investment Advisors LLC Investment ManagersFinance Soundpath employs an investment strategy that utilizes the ownership of stocks and bonds, primarily through no-load mutual funds. Investment assets are strategically allocated among several asset classes, which include, but are not limited to, cash, bonds, US large-cap stocks, US small-cap stocks, and international stocks. The allocation among the various asset classes is a function of the client’s investment objectives, risk tolerance, time frame, and their own assessment of the relative attractiveness of each asset class. They also attempt to further reduce risk by diversifying investments within various asset categories. | Finance |
Mississippi College
 Mississippi College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Florida
 University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Watkins & Eager PLLC
Watkins & Eager PLLC Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial 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 |
