Beck Bode, LLC
Sara Daly is an experienced finance professional currently serving in Portfolio Operations at Beck Bode, LLC since May 2020. Responsibilities include developing reports to enhance understanding of investment models, monitoring portfolio analyst reports, tracking market trends, and automating data processes for efficiencies in quarterly reporting. Prior to this role, Sara held positions including Marketing Intern at Essère Atelier, where social media management and event planning were key tasks, and Administrative Assistant at Daly Foot Care, focusing on patient communications and record management. Sara also worked as a Banquet Server at Dedham Country & Polo Club, contributing to event organization and customer service. Sara holds a Bachelor of Science in Finance from Fairfield University, complemented by studies at Florence University of the Arts.
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Beck Bode, LLC
Our firm was created to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught us what works for clients — and what doesn’t. And, that traditional financial environments aren’t agile enough to address today’s ever-changing financial landscape or uncover the vast global investment opportunities that exist. Our clients’ successes are built on exceptionally personal experiences that embody a “hands-on” approach, and a time-tested investment methodology. The firm’s success is built on providing clients with what they really need – responsiveness, care and guidance for long-term investing success. If there is one promise that we will make to you, it is this: we will do whatever we can to hold you to your commitment to stay the course. It begins with asking you to share with us your most cherished goals, and walking with you as you work toward achieving them. At times we may share some hard truths with you. We will also stand by your side and support you when you are most susceptible to making emotional decisions that are not for your long-term benefit. In fact, that is when we can be of greatest value to you: by helping you avoid the ‘one big mistake’ that may derail your entire financial plan.