Gregg W. Daily Photo
" I partner with clients to crystallize goals and desired outcomes, with a focus on wealth management and financial planning. "
Gregg W. Daily Photo

Gregg W. Daily, AIF®

Gregg has been in the investment services industry since 2000, providing personal and institutional financial services. As a Senior Investment Relationship Manager, his work involves financial planning and investment advisory services. Applying his experience to develop, oversee, and maintain wealth and investment management strategies, Gregg helps individuals, families, and organizations achieve their financial goals. Gregg is also a participant on the Schneider Downs Wealth Management Advisors Investment Committee, whose work involves new investment strategy opportunities and the ongoing maintenance and monitoring of the SDWMA Investment Platform.

Gregg lives in Jefferson Hills, PA, and has three children, Maddie, Michael, and Jack. He enjoys attending Jack’s sporting events, skiing, and the occasional round of golf. Gregg is a volunteer firefighter with Jefferson Hills Fire and Rescue.  

Professional Licenses & Designations

Accredited Investment Fiduciary™

Education

A.S. in Radiography, Sanford Brown Institute

Memberships and Associations

Trustee & Volunteer Fire Fighter, Jefferson Hills Fire and Rescue

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