Daniele Donahoe
Development Committee
Daniele Donahoe joined Waverly Advisors in April of 2024 when McShane Partners was acquired by Waverly Advisors, LLC. Daniele serves as Partner, Regional Director, and Chief Equity Strategist of the firm and also sits on the firm’s internal Investment Committee. Prior to Waverly, Daniele was with Columbia Management Group, where 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 has also served as an associate at Thomas Weisel Partners in San Francisco, CA and J.C. Bradford in Nashville, TN. Throughout her career, Daniele has focused on equity research across a broad range of industries ranging from multi-billion dollar corporations to small and micro capitalization equities. Daniele has successfully applied her experience in institutional money management, her time on Wall Street and her experience managing a fund, to grow and initiate change at McShane Partners (now Waverly Advisors) where assets more than tripled under her directive. 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 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.
Foundation Board of Directors
Maya K. Ajmera ’85
Audit Committee
Steven Anderson ’94
Development Committee
Anna Grace Anderson ’24
Development Committee
Dianne C. Bailey
Vice Chair of the Foundation; Development, Governance & Executive Committees
David Bennett
Governance Committee
Joanne Chen ’03
Finance Committee
Adrienne Clough
Treasurer of the Foundation; Finance Committee, Chair; Executive Committee
Dan Cory ’89
Development Committee
Jenny Dissen ’95
Development Committee
Han Feung ’91
Finance Committee
Kim Gragg ’88
Finance Committee
Isaac “Ike” Green
Finance Committee
Akhil Jariwala ’10
Development Committee, Chair; Executive Committee
Anastasia “Ana” Kornegay ’94
Development Committee
Henry Kuo ’82
Governance Committee
Gina Loften ’83
Chair of the Foundation; Executive Committee
Mary U. Musacchia
Governance Committee, Chair; Executive Committee
Kavita Nayar
Finance Committee
Scott Ogle ’93
Development Committee
Elizabeth Page ’82
Development Committee
Chris Paul ’01
Development Committee
LeShawndra Price ’91
Development Committee
Karen Reid ’88
Audit Committee, Chair; Executive Committee
Gerry Sherman ’82
Audit Committee
Charles “Rick” Stone, III
Chair Emeritus, non-voting; Governance Committee
Smita Trivedi ’97
Development Committee
Raghu Tumuluri
Governance Committee
