Robert Daly, CFA, CPA in

Robert Daly, CFA, CPA

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Managing Director & CFO at PSG
📍 Greater Boston, United States

Robert Daly is the Treasurer and Director of Finance at PSG Equity, where he leads the firm’s treasury, valuation, and financial planning functions. A CFA charterholder and CPA, he previously spent over a decade at Providence Equity Partners in various valuation and analysis roles, demonstrating deep expertise in finance.

During his MBA at Boston Colleges Carroll School of Management, Robert co-directed "Invest N Kids," a mentoring program matching business students with local at-risk youth. This highlights a commitment to community involvement and mentorship outside of his finance career.

Unique Fact: He dedicated his time during graduate school to co-directing a mentoring program for at-risk students.

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Current Role
Managing Director & CFO
Location
Greater Boston, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Robert cares about

Strategic Valuation
His career at both PSG and Providence Equity has centered on valuation and strategic analysis, a core component of his professional expertise.
Private Equity Operations
As Treasurer and Director of Finance, he is deeply involved in the essential financial operations and planning for a major growth equity firm.
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Career

Work history

11-2025
Managing Director & CFO
PSG
1-2024 - 11-2025
Managing Director & Treasurer
PSG
11-2020 - 1-2024
Treasurer, Director of Finance
PSG
12-2018 - 2-2023
Treasurer, Director of Finance
Providence Equity Partners
12-2014 - 12-2018
Director, Valuation & Strategic Analysis
Providence Equity Partners
In the press

Media appearances

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Education
2006 - 2008
MBA/MSF
Boston College Carroll School of Management
2000 - 2003
BS
Boston College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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