Audrey B. Daum

Senior Vice President - Investments

111 Devonshire Street
Boston, Massachusetts 02109
Phone: (617) 314-0414
Toll Free: (617) 414-0414
Fax: (617) 830-0497

Profile

Audrey Daum is a Senior Vice President Investments in the Boston office.  Audrey was a Director –Investments with Oppenheimer & Co. Private Client Group from September 2010 through April 2017 until joining Moors & Cabot.  At Oppenheimer, Audrey worked with individuals and small business owners on portfolio management, retirement and estate planning.  Prior to joining Oppenheimer, Ms. Daum was employed as a Vice President and Financial Advisor at Merrill Lynch from 1998 to 2010.  Before joining Global Wealth Management, Audrey served as a Senior Business Manager at Merrill Lynch in Plainsboro from 1996 to 1998.  Prior to joining Merrill Lynch, Audrey was a Vice President of Institutional Fixed Income Sales at Citicorp Securities.  Audrey was Vice President of Corporate Finance from 1988 to 1994. 

Ms. Daum  holds an MBA from MIT Sloan School of Management, 1988, spent two years at Harvard Graduate School of Arts and Sciences, and holds an undergraduate degree from Northeastern University.  She was named a Five Star Wealth Manager in Boston Magazine from 2011 through 2015.

Audrey is a Board Member of the MIT Sloan Alumni Association of Boston and has served as Past President and Treasurer.  Prior to relocating back to Boston, she was President of MIT Sloan Alumni Club of New York.

 

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Audrey B. Daum