Meghan Daily

Director, Client Advisory at TwinFocus

Meghan Daily has extensive work experience in the financial industry. Meghan is currently the Director of Client Advisory at TwinFocus, a position they have held since March 2022. Prior to that, Meghan worked at Commonwealth Financial Group as an Investment Consultant from December 2019 to April 2022. Meghan also held the position of Vice President of Client Services at Wellesley Asset Management, Inc. from July 2006 to December 2019. In this role, they specialized in the management of convertible bonds and implemented an absolute return-seeking strategy.

Meghan Daily attended Bentley University from 2002 to 2006, where they obtained a Bachelor of Science degree in Finance.

Location

Boston, United States

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TwinFocus

TwinFocus is a multifamily office for entrepreneurs' families looking to preserve, enhance and transfer wealth across multiple generations. Their proprietary total balance sheet approach and direct investing platform incorporate the nuances and complexities of all family members.


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Employees

11-50

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