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Capital Raising and Allocation 2011
Capital Allocation Symposium
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Capital Raising Symposium


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John Daly

President

IMMS LLC
John N. Daly is President of IMMS LLC, a third-party investment management marketing firm which he founded in 2007. He is chairman of the Investment Committee of the Culinary Institute of America and served as Board Treasurer and Chairman of the Finance Committee from 1994 – 2000. Mr. Daly also served as Treasurer and a Director of the Historical Society of the Town of Greenwich, Conn. Mr. Daly has over 50 years of experience in the financial services industry, beginning with 23 years at E.F. Hutton, where he ran the Syndicate Department, the Commodities Division and the Asset Management Division. After that, Mr. Daly worked at Salomon Brothers, both in New York and London, where he headed the Private Client Division and International Equity Capital Markets. In 1990, Mr. Daly joined Richard Schilffarth and Associates, a firm that taught Investment Consulting to regional brokerage firms and their individual financial advisors and in 1993 joined Spears Benzak, Salomon & Farrell to run the managed account marketing effort. In 1999, Mr. Daly moved to Trainer, Wortham & Co. to begin and run a managed accounts effort and followed that by joining Prudential Investments as the Senior Managed Accounts Specialist from 2002 to 2005.

Mr. Daly graduated from Yale University and completed the Harvard Business School Advanced Management Program in 1979. He was a Founding Trustee of the Money Management Institute.


 





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