Eddie Carlisle

Portfolio Manager-Equities at

Waverly Advisors LLC (Alabama)

Consumer Services

Finance

Commercial Services

Profile

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.

Eddie Carlisle active positions

Companies	Position	Start
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-Equities	01/09/2023

All active positions of Eddie Carlisle

Former positions of Eddie Carlisle

Companies	Position	End
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	-

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Linked companies

Private companies	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