Robert T. Daly

Robert T. Daly

Managing Director and Control Officer

Rob is the Managing Director and Control Officer with Coburn & Meredith, Inc. He has been a Principal of the firm since joining in 2008. His responsibilities include recruiting, compliance supervision, and maintaining the firm's policies and procedures. Prior to joining Coburn & Meredith, Rob spent 10 years with PaineWebber and UBS Financial Services in many different roles including Operations Manager, Complex Administrative Manager, and Division Technology Manager. He started his career in Hartford, CT with Advest, Inc.  Rob has over 30 years of Financial Services experience and holds the Series 7, 9/10, 63, 66, 24 along with his Insurance licenses.