Professional Biography
There are always interesting stories and characters along the way.
How do you describe what you do?
I manage investment portfolios, helping clients grow capital while managing risk. I combine market insight, strategy, and analysis to make informed decisions that align with long-term financial goals. It’s fast-paced and rewarding.
What's next for you professionally?
I would like to be able to have an influence on growing the office in terms of its client base and presence in Dublin.
What's the best piece of advice you've ever been given?
Listen with intent to understand and not just the intent to reply.
How did you start off in your career?
I started my career as a trainee accountant and quickly learned that wasn't for me! The following years have been spent in different roles within different avenues of private wealth management before joining Evelyn Partners in 2022.
What's your favourite thing about your role?
The variety of people that you meet. Whether it is new colleagues, clients, fund managers etc. There are always interesting stories and characters along the way.
What qualifications and memberships do you have?
- QFA
- SIA
- IOB
- LIA