Matthew Daly

Director, Client Services

Matthew Daly is Director, Client Services for Cornerstone Capital Investment Management, where he is involved with all aspects of client services, supporting our investment management clients however needed, and ensuring our clients receive an outstanding overall experience working with Cornerstone.  In addition, Matt serves as Global Advisory Council Liaison, which requires him to help manage Cornerstone’s relationships with its’ Global Advisory Council.  Prior to joining Cornerstone Matt spent 7 years as a Research Product Manager in the Institutional Equities business’ of UBS & Credit Suisse. His responsibilities included generating content for, and hosting the US Equity Morning Research Call for sales, moderating Investment Review Committee Meetings, and running firm wide initiatives such as the Institutional Investor Campaign. Matt spent the first 8 years of his career in the Wealth Management systems of Morgan Stanley and UBS.  During this time he acted as an advisor to the top 100 Wealth Managers in the tri – state area, assisting in portfolio management and acquisition of new assets.  Matt has a B.A. in both Economics & International Studies from Muhlenberg College, which includes credits from the University of Maastricht in the Netherlands.