“Where financial talent meets the dedication to serve for the benefit of you and your family.”
At Capital Endurance Group we are motivated and inspired by the very clients we serve. Your success was born by hard work, sacrifice, dedication and knowing your role better than anyone else. We hold ourselves to the very same standards and will maintain a team that is driven to protect the resources you have worked so hard to build.
Patrick M. Dailey – Wealth Advisor
As president and CEO of Capital Endurance Group, Patrick drives the direction of the company turning firm vision into client experience. More than any other title, however, Patrick embraces Client Advocate most. With over fifteen years in the wealth management industry, Patrick has managed client assets in excess of $178 million and had trading responsibility of firm assets in excess of $400 million. Through his involvement serving affluent investors over the past decade, Patrick has been responsible for creating unique strategies to minimize the corrosive effects of inflation and taxes on his clients’ portfolios.
Tracing his Midwestern roots back to Wisconsin, Patrick has lived in the Greater Atlanta area for over 25 years. Patrick’s growing family includes his wife Judy, newborn son Austin and Golden-doodle Ms. Moneypenny. Patrick and Judy are active members of North Point Community Church and enjoy supporting the Atlanta Falcons in the fall but admit to bleeding Green and Gold during the playoffs (GO PACK GO!!).
Career Highlights
Prior to founding Capital Endurance Group in 2011, Patrick served as Senior Wealth Manager for Windham Brannon Financial Group.
Education & Affiliations
• Georgia State University – BBA of Finance
• Georgia State University – Master’s of Personal Financial Planning
• CFP®, Certified Financial Planner
• Financial Planning Association Member
• Five Star Wealth Management Award Recipient (bestowed by Atlanta magazine on less than seven percent of industry professionals)
Paul M. Delaney – Wealth Advisor
Paul leads our Cary (Raleigh-Durham) office. He focuses on helping Research Triangle-based executives in the Technology and Life Sciences industries, invest more wisely, manage taxes more effectively, and maximize executive compensation opportunities. Living in Apex with his wife and two young sons, Paul understands firsthand why a strong financial future for you and your family is vital.
Career Highlights
With an MBA from Columbia University, Paul has over 15 years of experience in investing and research. He began with Morgan Stanley in New York where he quickly rose to become the Mid-Cap Banks senior analyst. Moving to North Carolina, Paul was promoted to Senior Vice President at Piedmont Investment Advisors covering interest rate sensitive sectors, including: financial services, real estate investment trusts, and utilities. He was also a trusted adviser to the U.S. Department of the Treasury regarding the valuation of Troubled Asset Relief Program (TARP) investment securities and recapitalizations of distressed banks.
Paul joined Capital Endurance Group because he wants to make a positive impact on people’s lives, by tuning out the noise of the financial media and bringing instead what works in investing directly to individuals and their families. He enjoys fishing with his boys, doesn’t sail nearly as much as he would like, and after eight years in North Carolina has become a committed Panthers fan!
Education & Affiliations
- Columbia University – Masters of Business Administration
- University of Auckland – Bachelor of Commerce, Bachelor of Arts, Diploma in Commerce
- CFA – Chartered Financial Analyst
- Chartered Accountants Australia and New Zealand – Chartered Accountant
- Paul has passed the CFP® examination and is a candidate for CFP® certification, pending the completion of additional requirements.
Matt S. Emerich – Wealth Advisor
Matt comes to Capital Endurance Group with over 20 years of wealth management experience. His technical expertise, cross-disciplinary experience and eye for detail are valued by the firm’s clients, as well as fellow team members. Originally from Punta Gorda, FL, Matt now lives in historic downtown Decatur, GA with his wife, Alana and son, August. Matt is also an active volunteer in his local church and community.
Career Highlights
Prior to joining the firm, Matt was with TrueWealth, a firm that merged Tarpley & Underwood Financial Advisors with Windham Brannon Financial Group. He also served with the Private Client Group of Merrill Lynch and the United States House of Representatives General Counsel.
Education & Affiliations
• Wake Forest University—BS
• Catholic University of America, Columbus School of Law—JD
• CFP®, Certified Financial Planner
• Financial Planning Association Georgia Chapter—Committee Chair, Board of Directors
• Five Star Wealth Management Award Recipient (bestowed by Atlanta magazine on less than seven percent of industry professionals)
Jennifer A. Fazio – Client Operations Manager
As the Head of Operations & Portfolio Administrator for Capital Endurance Group, Jennifer Fazio is the heart and soul of the company. Jennifer brings over 19 years of experience in financial services to our clients and prides herself on her level of care no matter the circumstances.
Jennifer was born in Abington, PA, grew up in Decatur, GA, and now lives in Cumming with her husband David and children AraBella, Marissa, and twins Alexis and Michael. During her free time, Jennifer loves to sing, dance, and support her local church.
Career Highlights
Jennifer completed a Computer Science degree from DeVry University while working full time and being a full-time mom and wife – no small feat. She has always committed that same drive and excellence to her team and their clients. Jennifer is dedicated to the client families of Capital Endurance Group and has been serving them together with Patrick since 2008.
Education & Affiliations
• DeVry University – BSC – Computer Science – Systems Analysis