Eric H. Daley

Eric H. Daley has over 20 years of experience in the finance industry. Eric H. began their career in 1996 as a Regional Sales Associate/Inside Wholesaler at John Hancock Investments, where they worked for two years. Eric H. then joined Lehman Brothers in 1999 as an Associate, providing advice to high-net-worth individuals on managing their concentrated stock positions. After three years at Lehman Brothers, Eric moved on to work as a Senior Consultant at TASNADY ASSOCIATES, LLC. In 2004, they joined Franklin Templeton Investments as a Vice President - External Wholesaler, a role they held for four years. Eric then spent four years at Putnam Investments as a Senior Vice President - External Wholesaler. Currently, they are at First Trust Advisors, where they hold the position of Vice President - External Wholesaler.

Eric H. Daley has a Master of Business Administration (MBA) degree in Finance & Entrepreneurial Management from Boston University. Eric H. also holds a Bachelor of Arts (B.A.) degree from Stony Brook University. In addition to their academic achievements, Eric has obtained certifications such as Series 6, Series 63, Series 65, and Series 7 from the Financial Industry Regulatory Authority (FINRA).