Paul Morris Daly
Head of Compliance and Risk
With 38 years of experience in trading and investment management, Paul Morris Daly is a highly respected leader in the financial industry. He began his career on the NYSE floor after earning a degree in Economics from Columbia University and has since navigated every major market cycle, from the bull runs of the 1980s to the financial crises of 2008 and beyond. Paul specializes in long-term equity growth, blue-chip investments, and fixed income securities, consistently delivering strong portfolio performance over multiple decades. As Head of Compliance and Risk, he ensures that every investment strategy is carefully managed, client-focused, and aligned with regulatory standards, providing steady guidance to both firms and high-value private clients in complex market environments.
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