Elliott Van Ness, CFA

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.