Managing Director, Custody Services
Tom is responsible for executing key sales strategies, managing and developing the sales team and expanding the depth of product offerings for the Custody Services Team.
Mr. Daley brings 25 years of extensive experience in the financial services industry to his new position with Millennium Trust. He served as a senior executive with LPL Financial Services for 12 years, where he held leadership positions in business development and financial advisor relationship management.
Most recently he was the founder and CEO of The Adviser Center, the industry’s first online educational and recruiting marketplace. The Adviser Center is now fully-integrated into the InvestmentNews service offering and is a valuable tool for RIAs and financial advisors.
Tom received his Bachelor’s degree in Accounting from Seton Hall University and his Master’s degree in Finance from the University of St. Thomas, MN.