Regional Director - Alternative Solutions @ (April 2024 - July 2025)
Vice President - Regional Wealth Consultant @ (December 2013 - January 2024)
Senior Vice President - Business Development and Relationship Management @ (November 2012 - December 2013)
Vice President - Regional Director @ (February 2000 - November 2012)
Regional Marketing Consultant @ Liberty Financial Companies (Keyport Life / Liberty Funds Distributiors Inc.) (January 1997 - January 2000)
Sales and Marketing and Client Service Associate @ Keyport Life Insurance Company (January 1996 - January 1997)
Michael Daly Education
Saint Michael's College
BA
1991-1995
Michael Daly Skills
Financial Services
Private Equity
Relationship Management
Banking
Fixed Annuities
Equities
Wealth Management
Series 7
Investment Advisory
Securities
Alternative Investments
Series 66
Mutual Funds
Asset Management
Portfolio Management
Asset Allocation
Investments
Series 63
Trading
Michael Daly Summary
Michael Daly, based in Boston, MA, US, is currently a Vice President, Regional Director - Alternatives at Wellington Management. Michael Daly brings experience from previous roles at Advisors Asset Management, Inc., The TCW Group, Contravisory Investment Management, Inc. and Congress Asset Management. Michael Daly holds a 1991 - 1995 BA @ Saint Michael's College. With a robust skill set that includes Financial Services, Private Equity, Relationship Management, Banking, Fixed Annuities and more. Michael Daly has 3 mobile phone numbers on RocketReach.
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