Joe Daigle, CFEI®

Chief Executive Officer

Joe Daigle began serving as Mallard Financial Partners’ CEO in March 2020, with over 10 years of Banking and Finance experience spanning an intersection of various roles across Account Services, Private Equity, Financial Advising, Business Analysis, and Investment Management. Joe’s invaluable depth of knowledge is why he was chosen to be Mallard’s first CEO, and why he has been a speaker at various industry conferences.

As Mallard’s CEO, Joe has led by always putting clients’ needs first, and inspiring Mallard’s employees to take initiative every day to help grow and improve the company. Joe earned his BS in Finance from the University of Delaware and Graduate Certificates in Managerial Finance, Political Economy, and Contract Law from Cornell, Oxford, and Harvard Ext. respectively.

Joe is deeply dedicated to his community; he has been involved in Politics and the Government, as well as various Nonprofits Boards, both on a local and national level. To wind down, Joe can be found gardening or baking and enjoying the company of his family and friends.

Fun Fact: Joe’s participation in local gingerbread competitions garnered him enough attention and acclaim to appear on Food Network’s Holiday Baking Championship: Gingerbread Showdown 2022 with only a handful of gingerbread creations under his belt!


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Mallard Financial Partners is a tradename. All services provided by Mallard Financial Partners investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Mallard Financial Partners.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.

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