Malik Daley

Malik Daley is an Investment Analyst at Choate Wealth in Boston, Massachusetts, where he evaluates financial and investment information to support portfolio management and enhance investment processes for high-net-worth clients. His current work centers on growth-oriented equity research, with a particular focus on the healthcare sector—including medical device companies and healthcare services firms—with noted expertise in analyzing and recommending investments in companies that develop technologies such as robotic-assisted surgical devices.

Before joining Choate Wealth in 2023, Daley served as an Equity Research Associate at SVB Private, where he honed his skills in equity analysis, and began his career as a Management Consulting Associate at PwC, advising major healthcare organizations on financial effectiveness. His investment approach integrates analytical rigor with an understanding of industry-specific trends, particularly in the healthcare and medical technology fields.

Daley holds a degree in Finance with a minor in Economics from Bryant University, where he participated in the Archway Investment Fund as a member of the healthcare investment team, gaining practical experience in stock selection and portfolio management. He has also been a panelist at the Bryant University Financial Services Forum, sharing insights from his nontraditional path into investment management and emphasizing the importance of conviction and diversified research in the industry.