Gregg W. Daily, AIF®

Gregg has been in the finance industry since 2000, providing personal and institutional financial services. As a Senior Wealth Manager for Schneider Downs Wealth Management Advisors, he helps individuals, families and organizations alike achieve their financial goals by developing, overseeing and ultimately maintaining their wealth and investment management strategies. Gregg is also an active participant in our Investment Committee, assisting with the ongoing maintenance and monitoring of the SDWMA Investment Platform in addition to seeking out new investment strategy opportunities.

Gregg has three children, Maddie, Michael, and Jack and resides in Jefferson Hills, PA. In his free time, he enjoys attending his son Jack’s sporting events, skiing, and the occasional round of golf.

Professional Licenses & Designations

Accredited Investment Fiduciary™

Education

A.S. in Radiography, Sanford Brown Institute

Professional and Community Involvement

Trustee & Volunteer Fire Fighter, Jefferson Hills Fire and Rescue

SHARE
Gregg W. Daily, AIF®

Our Thoughts On

FEATURED

Big Problem: Time Consuming Billing Process.


Big Thinking: Utilize Robotic Process Automation To Reduce Manual Input Time By 75%.

Shareholder PATRICK ARMKNECHT has been with Schneider Downs for over 21 years. His expertise lies mainly in corporate accounting, project management and software implementation.
One of Patrick’s clients was looking for more efficient back-office operations. Patrick’s team recommended the Robotic Process Automation (RPA) technology to help address their billing problem. After implementing RPA technology, manual time spent completing the monthly billing process was reduced by 75%. “Although the immediate need was focused on the monthly billing process, we recognized that investment in RPA would also enable the client to automate a number of processes throughout their organization,” Patrick said. “They have already implemented five other automation projects in different parts of the organization and have a list of more than 20 other processes they intend to automate in the near future.” Schneider Downs provides Big Thinking and Personal focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.

Breached?

Every moment counts. For urgent requests, contact the Schneider Downs digital forensics and incident response team at 1-800-993-8937. For all other requests, please complete the form below.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.