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, Jefferson Hills Fire and Rescue

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GREGG W. DAILY, AIF®

Our Thoughts On

FEATURED

Big Problem: A Family-owned Business Needing Tax Advice.


Big Thinking: $1.4 Million In Eligible Deductions.

Shareholder MARK DIPIETRANTONIO has been with the firm since 1995 and brings extensive experience in all areas of tax planning, research and compliance.
When Mark was introduced to a new client, he learned through the course of the conversations about the nature of the business, their clients, and most interestingly, that they were not utilizing all of the tax deductions available in this specific industry. After some research, we determined that they were eligible for large deductions in excess of $1.4 million dollars, which had a huge impact on this family-owned business. “It felt great to be able to deliver such positive and unexpected news to this small business owner,” DiPietrantonio said. “By immediately amending the tax returns for the prior years in which the statute of limitations had not closed, we were able to secure a significant refund for them.” 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.

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