MCSHANE PARTNERS - Key Persons
Job Titles:
- Associate Financial Planner
Corey serves as an Associate Financial Planner of McShane Partners, now Waverly Advisors, LLC. In his role, he assists and supports the Wealth Advisory Team with all aspects of the financial planning process for all new clients. In addition to client services, Corey also coordinates with the Investment Management Team to facilitate continuity with financial planning objectives and successful implementation of client accounts and investment portfolios.
Prior to joining McShane Partners, Corey worked for The Vanguard Group as a Client Services Representative and an Advanced Brokerage Solutions Specialist. In these roles, Corey was responsible for assisting the bulk of Vanguard clients with account maintenance activities, as well as transacting in individual equity securities. While working with clients at Vanguard, Corey helped to educate them on brokerage products and transactions, providing situational guidance and positioning clients to successfully attain their personal financial goals.
Corey is a native of Savannah, Georgia and is a graduate of Hampden-Sydney College in Virginia, where he majored in Business and Economics and minored in Military Leadership and National Security Studies. He is a Registered Investment Advisor currently pursuing his CFP® designation. In his spare time he enjoys traveling with his wife, Kelly, being outdoors, playing golf and spending time with his friends, family and his dogs Ranger and Comet.
Job Titles:
- Partner Chief Equity Strategist Regional Director
- Partner, Chief Equity Strategist and Regional Director
Daniele Donahoe serves as Partner, Chief Equity Strategist and Regional Director of McShane Partners, now Waverly Advisors, LLC. After coming to the firm in May 2010, Daniele grew the firm to $700 million in AUM. Prior to McShane Partners, Daniele was with Columbia Management, as a Senior Portfolio Manager she co-managed the Columbia Small Cap Growth II fund.
Before Columbia Management, Daniele served as an Associate Analyst on an Institutional Investor Magazine Ranked Equity Research Team following the Enterprise Software industry at Salomon Smith Barney (Citigroup) in New York. She also served as an Associate at Thomas Weisel Partners in San Francisco, CA and J.C. Bradford in Nashville, TN.
Throughout her career, Daniele focused on equity research across a broad range of industries ranging from multi-billion dollar corporations to small and micro capitalization equities. Daniele successfully applied her experience in institutional money management, her time on Wall Street and her experience managing a billion dollar fund, to create a unique investment culture at McShane Partners where assets have more than tripled. She assembled a strong investment team with in-house proprietary research and architected research templates for manager due diligence and stock selection.
Daniele has co-authored industry publications such as B2B eCommerce: A Vertical and Horizontal Perspective and E2E Commerce: How the Internet Redefines Enterprise Software and continues to write research whitepapers on topics ranging from ETFs, fixed income, cash management and alternative assets. She is a frequent speaker in Charlotte news outlets, including the Charlotte Business Journal and Charlotte Observer, as well as national publications such as the Wall Street Journal and Bloomberg. Daniele Donahoe, provides a quarterly Economic Overview Webinar to discuss the firm's thoughts on the significant financial, economic, and political developments throughout the quarter, as well as our perspective on current economic conditions and our outlook for global financial markets. These economic webinars are available to CPA's and CFP's for continuing educational credits upon request.
Daniele oversees McShane Partner's meaningful charitable gifting program funded by 10% of profits annually. There are three pillars of the program focusing on female empowerment, education, and the arts. This has meaningful impact locally.
Job Titles:
- Partner Director of Equity Research
Elliott serves as Partner and Director of Equity Research of McShane Partners, now Waverly Advisors, LLC. In his role he orchestrates the firm's in -house proprietary investment research and analysis.
In addition to analyzing global economic trends, Elliott performs in-depth equity market research, fundamental equity analysis, and third-party manager reviews utilizing robust financial market analytics software. He helped to implement and design the research and portfolio manager due diligence templates that serve as the basis and framework for Rinehart's proprietary research process.
Elliott leads and monitors the strategic implementation of investment technologies that improve the efficiency and efficacy of the firm, such as the recent firm-wide implementation of an enhanced wealth management software suite. He oversees and directs investment activities, working closely with the Chief Compliance Officer to monitor trade execution and compliance requirements across the entire firm. In his role as a Portfolio Manager, Elliott works with the Wealth Advisory Team on guiding client investment strategies and conducting systematic portfolio reviews and performance evaluations. Prior to his current role Elliott was a Senior Research Associate after joining our firm as a Research Associate.
Elliott is a graduate of Davidson College where he earned a Bachelor of Arts in French and a minor in Economics. While at Davidson, Elliott served as Secretary of his fraternity, Sigma Alpha Epsilon, and was a French tutor his senior year. He also studied abroad in Paris and Tours, France and is fluent in French. Elliott is a member of Young ACG in Charlotte, a membership class of the Association for Corporate Growth (ACG®). Elliott successfully completed the CFA Program in 2014 and is a CFA charterholder. He is a regular member of both the CFA Institute and the CFA Society North Carolina.
Elliott and his wife Alana live in Plaza Midwood with their two French bulldogs, Hamilton and Gilbert.