Courses: 1044
Brian Daley is a Managing Director and Head of Equity Strategy for the Chief Investment Office (CIO) within Bank of America Corporation. In this role, he oversees and develops the individual equity and industry analysis investment strategy supporting Bank of America Private Bank. He monitors the CIO equity strategies and leads the development and promotion of the equity research process by working directly with portfolio managers.
Prior to joining Bank of America, Brian was an equity trader at Trident Investment Management, a global macro fund, where he managed and traded U.S. and non-U.S. equities, exchange-traded funds, futures, and options; provided oversight on global indexes and equity sectors, and was responsible for the country, sector, and individual security weightings for equities. Previously, he worked at Conifer Securities, Morgan Stanley and Merrill Lynch in equity research, trading, and research sales positions.
Brian earned his B.S. degree in Finance with a concentration in Economics from Villanova University.