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: Liquidity Issues For A Local Company.


Big Thinking: New Ways To Predict And Control Cash Flows.

Shareholder STACI BROGAN has more than 20 years of public accounting experience. Her areas of expertise include helping not-for-profit clients, publicly traded registrants, and clients with complex governance structures.
One of Staci’s clients was struggling with cash flow issues and wasn’t sure how to better manage their liquidity. But Staci’s team had an in-depth knowledge of the company and a clear understanding of their operations. Through detailed benchmarking of the company’s financial results as compared to their peers, a template was created to better project cash flows and positively impact key ratios. “In addition to benchmarking performance, we were able to provide the client with an analysis to evaluate a key contract,” Brogan said. “This allowed them to negotiate better terms for the organization which also helped with their liquidity.” 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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