Mark Daly, CIMA ®

Mark Daly, CIMA ®

Managing Director - Investment Officer

Phone: (208) 333-1433 Toll Free (888) 281-8999
Fax: (208) 333-1376
E-mail:

Mark has worked in the financial services industry since 1991. Mark is a fifth-generation Idahoan and is the third generation in his family to make a career in the investment industry; Piper Jaffray having acquired his family's firm, Daly & Company, in 1975. In June 2006, Mark and his associates, Raleigh and Lisa, merged with Rathbone and McReynolds to form Rathbone McReynolds & Daly Investment Consulting.

Mark holds a bachelor's degree from Stanford University and is a Certified Investment Management AnalystSM (CIMA®), a designation awarded by the Investment Management Consultants Association, (IMCA) in conjunction with the Wharton Business School at the University of Pennsylvania. In 2006, Mark was recognized by The Winner's Circle Organization as one of Idaho's top financial advisors, based on researcher R.J. Shook's evaluation.

In February 2009, Mark was selected as one of America's Top 1000 Financial Advisors and the #3 Financial Advisor in Idaho by The Dow Jones & Company publication "Barron's".

Mark and his wife, Vickie, have three grown children. He serves as director of the Bishop Kelly High School Foundation.

 

 

Winner's Circle Organization

Financial Advisors were nominated by their firms and recognized by The Winners Circle Organization on the basis of quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance was not a criterion because most advisors do not have audited track records.

Barron's Top-1000 Advisors (2009)

The number of advisors shown for each state was based on the total population of the state, so larger states had larger listings. The rankings reflected assets under management, revenues, quality of the advisors' practices and other factors. Total assets were all assets overseen by the advisor's team, including some that were held at other institutions. Assets managed for institutions were given less weight in the scoring. Portfolio performance was not a criterion because most advisors do not have audited track records. Criteria was based on more than 3000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial service firms.