Mike S. Daly
Profile
Mr. Mike S.
Daly is Regional Vice President at Congress Asset Management Co. LLP.
Mr. Daly held a variety of positions with the Liberty Financial Companies.
He began his career as a business service representative assisting clients and brokers with inquiries related to insurance products.
In 1998, he became a marketing representative providing detailed product information to brokers and distributors.
He also assisted the Regional Vice President with sales presentations and meetings.
In February 2000, he joined Congress Asset Management as a sales and marketing associate working in a sales support capacity.
Since 2001, he has been a member of the sales team as a vice president responsible for sales and marketing.
He is also responsible for key account management and relationship management with consultants and the brokerage community.
Mr. Daly received his B.A.
degree in Political Science from St. Michael's College in 1995.
Former positions of Mike S. Daly
| Companies | Position | End |
|---|---|---|
Congress Asset Management Co. LLP
 Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | Corporate Officer/Principal | 2010-09-23 |
Training of Mike S. Daly
| University of St. Michael's College | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Congress Asset Management Co. LLP
Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | Finance |
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