James Daley, Cfa
About James Daley, Cfa
James Daley, CFA, is the First Vice President of Wealth Management at UBS, where he has worked for 30 years. He holds an MBA and a Bachelor's degree from Rider University and actively mentors veterans while serving in various community roles.
Work at UBS
James Daley has been employed at UBS as the First Vice President of Wealth Management since 1994. With over 30 years of experience in managing family wealth, he specializes in analyzing client needs and risks. His long tenure at UBS reflects his commitment to providing tailored financial solutions to clients.
Education and Expertise
James Daley holds a Bachelor's degree and a Master of Business Administration (MBA) from Rider University. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute, indicating his expertise in investment analysis and portfolio management.
Background
James Daley has a diverse background that includes mentoring veterans through the American Corporate Partners program. He is actively involved in community service, holding various committee chair positions at the Somerville Elks Lodge. His roles include past chairman for Jack's Kids Executive Committee and participation in the Special Needs Committee.
Achievements
James Daley graduated from the FBI Newark Citizens Academy and is a member of the Newark FBI Citizens Academy Alumni Association. His involvement in these programs highlights his commitment to community engagement and personal development.
Current Roles and Responsibilities
In addition to his role at UBS, James Daley serves as a Director at Newell Strength and Fitness. His responsibilities extend beyond wealth management, reflecting his interest in health and fitness as well as community leadership.