Matthew K. Daly

Chief Executive Officer at

Conning, Inc.

Finance

Consumer Services

Profile

Mr. Matthew K.
Daly, CFA, is a Chief Executive Officer at Conning, Inc. Before assuming his current role, Mr. Daly was the Head of Corporate and Municipal Teams.
Prior to joining Conning in 2003, Mr. Daly was employed as a Credit Analyst at Webster Bank following non-investment grade leveraged loans.
Prior to Webster, he was employed as a Credit Analyst at Brown Brothers Harriman & Co. and also at FleetBoston Financial Group.
He is a graduate of Gordon College with a degree in Economics and Business Administration.

Matthew K. Daly active positions

Companies	Position	Start
Conning, Inc. Conning, Inc. Investment ManagersFinance Conning offers a range of actively managed multi-sector strategies. The firm strives to deliver investment results through strategic asset allocation, sector rotation and issue selection, while addressing their clients’ unique requirements. They utilize proprietary research and analysis which is critical to improving returns while carefully managing risk.	Chief Executive Officer	01/01/2026

All active positions of Matthew K. Daly

Former positions of Matthew K. Daly

Companies	Position	End
Brown Brothers Harriman & Co. Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	31/12/1999
FleetBoston Financial Corp. FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives.	Corporate Officer/Principal	-
Webster Bank, NA Webster Bank, NA Major BanksFinance Provides banking services	Corporate Officer/Principal	01/01/2003

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Private companies	5
Conning, Inc. Conning, Inc. Investment ManagersFinance Conning offers a range of actively managed multi-sector strategies. The firm strives to deliver investment results through strategic asset allocation, sector rotation and issue selection, while addressing their clients’ unique requirements. They utilize proprietary research and analysis which is critical to improving returns while carefully managing risk.	Finance
FleetBoston Financial Corp. FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives.	Finance
Brown Brothers Harriman & Co. Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services	Finance
Gordon College Gordon College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Webster Bank, NA Webster Bank, NA Major BanksFinance Provides banking services	Finance