GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Matthew Daly
I am an experienced financial professional with over 20 years in the institutional investment world. As an Edward Jones financial advisor, I create a collaborative environment with our clients to generate successful long-term relationships. My...
ABOUT MATTHEW
I am an experienced financial professional with over 20 years in the institutional investment world. As an Edward Jones financial advisor, I create a collaborative environment with our clients to generate successful long-term relationships. My experience in the financial markets allows me to develop effective individual solutions for a wide range of situations. We focus on growing your assets, guiding your retirement process, education funding and protecting your assets for future generations.
Prior to joining Edward Jones, I worked for Morgan Stanley, UBS and Credit Suisse developing investment strategies, ideas and products for large sophisticated institutional investors. I was also a founding partner in a startup investment company that focused on sustainable and ESG investing and developed financial products for Bloomberg.
I received my bachelor's degree in economics and international studies from Muhlenberg College in Allentown PA, where I am an active alumnus and treasurer of the alumni board. I am involved with several philanthropic organizations including The Bowery Mission, Safe Horizon and our children's schools.
I have lived in the Northern NJ/NYC area my entire life but have been lucky enough to travel the world as well. My wife and I are both from the area and are excited to raise out two boys here. Cooking is a strong personal interest of mine.