Cassaday & Company
Daniel Sharkey, CFA, currently serves as an Associate Portfolio Manager and formerly held the position of Senior Research Associate at Cassaday & Company, Inc. since March 2020. Prior to this role, Daniel gained extensive experience at BNY Mellon from August 2015 to August 2019, where responsibilities included Senior Analyst, Securities Valuation, as well as several other positions within the Securities Valuation department. Daniel also worked at T. Rowe Price from January 2013 to July 2015, progressing from Associate in Retail Investment Services to Senior Associate in Pricing. Daniel holds an MBA with a concentration in Finance from Loyola University Maryland (2014-2017) and a BA from the University of Maryland College Park (2006-2010).
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