About
Delaney
Delaney supports several wealth advisors to help their clients achieve their financial goals through creation, oversight, and execution of client investment portfolios.
Delaney has spent several years in the financial services industry and began her career at a bank in the Global Family Office division, where she focused on client service and investment services.
Education and Professional Milestones
-University of Georgia - bachelor’s degree in business administration and finance with an emphasis on pricing and valuation
Delaney supports several wealth advisors to help their clients achieve their financial goals through creation, oversight, and execution of client investment portfolios.
Delaney has spent several years in the financial services industry and began her career at a bank in the Global Family Office division, where she focused on client service and investment services.
Education and Professional Milestones
-University of Georgia - bachelor’s degree in business administration and finance with an emphasis on pricing and valuation