Certifications:
University of Pennsylvania, Wharton - Certified Investment Management Analyst, CIMA®.
Northwestern University, Kellogg- Certified Financial Planner, CFP®.
Education: Iona University (BA & MBA, Finance, Magna Cum Laude).
Work History:
Over a decade ‘on Wall Street.’
Firms: Legg Mason, Lord Abbett, Franklin Templeton.
Personal Life
Early Days: Taylor grew up with modest roots in a one red light town in Upstate NY. He’s from a large extended family where sports, music, and community were everything. Taylor’s mother was a statistics professor- so the emphasis on numbers and analysis was instilled at a very young age.
Now: Taylor has an awesome wife, two daughters, a son, and a dog named Cuse. He and his family spend their weekends outdoors playing sports and listening to music with friends and family.
Fun Fact: Taylor’s first job as a kid was picking blueberries on the family farm- at the ripe old age of 7 years old.
Giving Back: Taylor and his two siblings sponsor a college scholarship each year to the student from their home town that’s shown the most grit and tenacity in sports, as well as the classroom.
Certifications:
University of Pennsylvania, Wharton - Certified Investment Management Analyst, CIMA®.
Harvard Business School, Online – Alternative Investments.
Harvard Business School, Online – Sustainable Business Practices.
Education: Iona University (BA, MBA).
Work History:
15 Years ‘on Wall Street’
Firms: Legg Mason, BlackRock iShares, Schroders London, Hartford Funds
Personal Life
Early Days: Brett, who is brothers with Taylor, and grew up in the same blue collar, one redlight town in Upstate NY.
Now: Brett has an awesome wife, a daughter, and a son. He and his family spend their weekends hiking mountains and snowboarding back down them.
Fun Fact: Brett was a captain on the football team and holds the record for the most kick return yards in a career at Iona University.
Giving Back: Brett and his two siblings sponsor a college scholarship each year to the student from their home town that’s shown the most grit and tenacity in sports, as well as the classroom.
Tal Daley has over 35 years of investment industry experience. Before retiring in 2016, Tal held senior positions at Legg Mason and its affiliates. He began his career as a financial advisor in 1984 and by 1986 was promoted to Assistant Branch manager. In 1987 Tal was named Chief Market Strategist of Legg Mason’s research department.
In 1991 Tal was asked to lead the development of the mutual fund distribution effort for Legg Mason’s growing mutual fund family. His management responsibilities included the marketing, sales, operations, and technology platforms. He also managed the direct sales operation of the Legg Mason Funds. Importantly, Tal believed that sales of Legg Mason’s mutual funds should be based on economic and investment conditions, not how “hot” a fund was at any given time. Tal created the Intellectual Capital Group within LM Funds Marketing to provide advisors a research-based rationale for considering Legg Mason’s funds.
Tal moved to Legg Mason’s affiliate, Legg Mason Capital Management, in 2007 as the head of the Investment Specialist Group, working directly with advisors and wholesalers. In 2012 Legg Mason Capital Management was absorbed by another Legg Mason affiliate, ClearBridge Investments, where Tal became the Managing Director and Senior Investment Specialist.
Throughout Tal’s career, he has believed that investment decisions should be based on the intersection of economics, markets, policy, and behavior. This is a more complex investment decision-making process, but Tal believes it can lead to better long-term outcomes.
