Michael Dailey

About Michael Dailey

Financial consultant with a strong history in public accounting. Broad range of experience incorporates financial and estate planning, business valuation, M&A, transition and succession planning. I consolidate private equity challenges and opportunities into overall individual financial and wealth planning, asset allocation and risk management. I frequently draw on my history of financial forecasting, financial statement preparation (audit, review, and compilation), and individual and corporate tax to help my clients reach holistic decisions about their personal financial lives. Specialties: Private equity risk and return analyses, valuation and transition issues for privately held middle market companies.

Experience

1. Vice President, Senior Wealth Planner

   PNC

   Dec 2009 — Present

   Working with a team of investment, trust, banking, and insurance professionals, I consult with successful individuals and entrepreneurs to help them gain a deeper understanding of their current financial positions, identify appropriate measures to help them plan for their futures, and build a defense against the issues that could undermine their objectives.

Education

• University of Kentucky

  BS, Accounting

  1985 — 1989