Our Team

Barber
Andrew Barber
Chief Executive Officer
Founder

Andrew Barber has been in the industry for 18 years, holding positions at firms including Paine Webber, Prudential Securities, Jefferies & Co., and Fort Buford Advisors, working in a variety of roles including derivative strategist, trader and portfolio manager. As a contributing editor for Institutional Investor, Andrew writes on investment topics and is also the moderator of the Global Market Thought Leaders platform.

Andrew oversees the firm's macroeconomic research and co-directs asset management.

Grimes
Adam Grimes
Chief Investment Officer

Adam Grimes has 18 years of experience in the industry as a trader, analyst and system developer. Prior to joining Waverly Advisors, Adam held the positions of VP of Quantitative System Development at Level Partners, LLC, Senior Analyst and Trader at MBF Asset Management. Adam is the author of The Art & Science of Technical Analysis: Market Structure, Price Action & Trading Strategies, a book scheduled for publication in Q1 2012 by John Wiley & Sons. Adam is also a contributing author for several publications on quantitative finance and related topics. A graduate of the Fisher College of Business at The Ohio State University, Adam is an expert in applying quantitative tools and methodology to market data, particularly in modeling volatility and complex inter-market relationships.

Adam oversees all of the firm's investment work.

King
Adam King
Chief Technology Officer

Adam King specializes in developing and implementing high-scale cloud-based platforms that are uniquely architected based on industry. Adam's project work has included building proprietary content management platforms for financial services, telecommunications and consumer companies. He is a graduate of the University of Connecticut.

Adam oversees the firm's technology and marketing efforts.

Krytzer
Damon Krytzer, CFA
Managing Director

Damon Krytzer has been involved in the global capital markets for 17 years, with experience in asset management and deal execution. Most recently, Damon ran a $1.5B GTAA portfolio construction strategy. Damon’s professional experience includes roles with Oppenheimer & Company, UBS Financial Services and Prudential Securities. Damon serves on the boards of Mesoloan Financial in India, the Maybach Foundation in San Francisco, and the City of San Jose Police and Fire Retirement Plan. He is a CFA Charterholder, adjunct professor for alternative investments at the University of San Francisco Business School, holds MBA degrees from Columbia Business School and the University of California Haas School of Business, and studied Political Science at Rutgers University.

Damon manages the firm's business strategy and products.

Palau
José Palau
Director

José Palau has 7 years of experience in the financial markets. His experience includes quantitative and fundamental market research across multiple asset classes and algorithmic trading strategies. José has a B.A from the University of Pennsylvania where he specialized in finance and economics.

José co-manages our tactical equity program and oversees equity trading for the firm.

Schultz
Joshua M Schultz
Associate Director

Joshua Schultz has 6 years of experience in market research including quantitative modeling, risk analysis, and macro-economic research. He is currently an MBA Candidate at the Whitman School for Management in Syracuse, New York. Receiving dual bachelor degrees from Le Moyne College in both Finance and Economics, he has completed his Charted Market Technician's program is currently working on his Chartered Financial Analyst designation. His latest role was Portfolio Analyst for Capital Strategy Group and Junior Portfolio Manager of Advisor's Edge, a product using macro allocations to manage risk.