DALY INVESTMENT MANAGEMENT - Key Persons
Job Titles:
- Director of Client Services
Donna is the friendly voice you will be greeted with when you call Daly Investment Management. She provides administrative and office support and helps assist with client transactions. Donna is focused with providing a positive and engaging client relationship.
Donna comes to us with over a decade of experience working in Finance and Wealth Management and has spent most of her adult working career in customer service and support roles. She served as an assistant for a leading broker of commodities and futures contracts here in the Chicagoland area prior to focusing her attention on raising her two children and remaining an active member in the community.
Donna is an alumnus of Loyola University Chicago with a major in Business and Interpersonal Communications. In her spare time she enjoys cooking, sewing, reading a good book or playing video games with her family.
John has been providing sound financial advice to individuals, families, and small business owners for over 23 years. John started his career as a financial advisor at Morgan Stanley in Scottsdale, AZ where he earned the National Directors Award his first two years. Upon moving back to his home town of Chicago, John joined Charles Schwab & Co as a Vice President-Financial Consultant. At Schwab, he provided fee based investment advice to high net worth individuals. After spending time at two of the country's largest brokerage firms, John realized there were too many roadblocks on that side of the business and clients were paying the price. Corporate conflicts of interest, firms selling proprietary products, third party kick backs, and high fees were all hurting the end client. He knew there was a better way to help people achieve their financial goals. In 2009, John opened Daly Investment Management LLC to offer investors a true fiduciary option for their wealth management needs; to have someone who looks out for their needs, not the needs of big corporate brokerage firms. John believes his greatest responsibility is to provide objective and prudent investment advice to help clients reach their goals.
John is a graduate of Arizona State University where he majored in Finance. He is also a graduate of the College for Financial Planning, after which he went onto earn his CERTIFIED FINANCIAL PLANNER designation.
John serves on the board of the Frisbie Senior Center, a drop-in activity center for older active adults living in the northwest suburbs of Chicago. John also volunteers his time as a board member of Lemons of Love, a Mount Prospect based charity that provides care packages to hospitals and oncology centers. Lemons of Love's mission is to help and share love with anyone impacted by cancer.
John lives in Mount Prospect, IL with his wife Laura and their two daughters. In his spare time John enjoys golfing, fishing, coaching his daughter's basketball teams, and mainly spending time with his family. John is also a member of the Mount Prospect Chamber of Commerce. You can find him volunteering at many events throughout the community.