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Patrick D
Series 65
Cambridge, MA
Cambridge Trustee Advisors Inc
Patrick Daly is a Series 65-registered advisor with Cambridge Trustee Advisors Inc in Cambridge, MA, bringing 32 years of industry experience. The firm provides discretionary investment management to individuals, trusts, estates, charitable organizations, and occasionally pension or corporate plans. Cambridge Trustee Advisors manages approximately $55.7 million and constructs portfolios primarily composed of equities, fixed income, and other securities, often engaging sub-advisors when appropriate. The firm's attorney ownership and affiliation with a law firm distinguish it by combining legal and investment advisory services, particularly for trusts and estates.
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