A dedicated and highly qualified team of professionals
Managing Director and Head of Wealth Management
CFP®, APFS, TEP, Grad Dip, QFA
Read more about Marc
CHARTERED & CERTIFIED FINANCIAL PLANNER TM PROFESSIONAL & REGISTERED TRUST & ESTATE PRACTITIONER
Marc has worked as an Independent Financial Planning Consultant since 1994 a specialist in Portfolio Management, Pensions, Tax and Estate Planning; he moved to Ireland from the UK in January 2008.
Marc has a Bachelor’s Degree in Economics, Politics and American Studies from Leeds and Pennsylvania State Universities.
He is the first Chartered Financial Planner in the Republic of Ireland and a member of the Chartered Insurance Institute (www.cii.co.uk) and Personal Finance Society in the UK having been awarded the Advanced Diploma in Financial Planning.
Marc is a member of the Life Insurance Association (www.lia.ie) holding the QFA diploma.
He is also a registered Trust & Estate Practitioner and member of the prestigious Society of Trust and Estate Practitioners (www.step.ie) and works closely with Estate Planning Lawyers to assist clients in managing their wealth transfer to the next generation.
In 2011, Marc was awarded a first class honours in the post-graduate Diploma in Financial Planning from the Institute of Bankers/UCD leading to the internationally recognised distinction of Certified Financial Planner.
A Co-founder of the Society of Financial Planners in Ireland
Marc Lectures the Diploma in Investment and Capital Markets at Dublin Business School and is an Associate Faculty Member for the National College of Ireland Diploma in Personal Financial Planning
CFP® MSc, BSc (Economics & Finance), QFA
Read more about Mark
CERTIFIED FINANCIAL PLANNER™ Professional
Mark has worked in Financial Services since 2003 and specifically in professional wealth management since 2010. Mark started his career working on investment fund valuations with Investors Bank and Trust and later State Street Corporation before moving into his current role within boutique private wealth management.
Mark has an extensive academic background holding a Bachelor’s Degree in Economics and Finance from UCD and a Master’s Degree in Financial Services from UCD. Mark is a CERTIFIED FINANCIAL PLANNER™ Professional and a Qualified Financial Adviser (QFA).
FCA, CFP, AITI
Read more about Gerry
Chartered Accountant, Associate of the Irish Tax Institute, CERTIFIED FINANCIAL PLANNER™ Professional
Gerry has wide ranging experience in industry and financial services.
He started his career as a Chartered Accountant with Arthur Andersen before entering the financial services industry. He established and headed up the Irish investment management and banking operations of Hypovereinsbank for over ten years before joining Intel as Assistant Treasurer. He joined the Jacob Fruitfield Food Group as Group Finance Director as part of the management buy-in team following the purchase of the Irish FMCG brands of Nestle and Danone.
In addition to being a Chartered Accountant, Gerry is a Certified Financial Planner and an associate member of the Irish Tax Institute. He is an independent non-executive director of a number of internationally owned Irish entities in the banking and insurance industries.