Associate Vice President, Senior Client Associate
Jerry Daly is an Associate Vice President, Senior Client Associate with Leach Wealth Partners at Rockefeller Capital Management. Jerry joined the firm in 2023, drawing on more than 20 years of experience at Merrill Lynch. He has worked with Paul Leach since 2017, contributing to a high performing culture that is grounded in a strong commitment to client ease and well-being.
Jerry develops deep and enduring relationships with clients and their families, helping them streamline the many moving parts of their wealth. He customizes his approach based on the needs and interests of each relationship, communicating clearly to clients and helping them capitalize on the range of resources at their disposal. Thorough by nature, Jerry is resolute in tracking down solutions and propelling steady momentum on long-term initiatives. He is gratified to help clients regain more time in their schedules for their personal and professional interests, knowing the team is focused on their financial affairs.
Jerry lives in the South Bay with his dog, Finn. In his free time, he is an avid surfer.