Gerry M. Email & Phone Number

I am Chairman at Triple Crest group. Triple Crest provides private client financial and wealth planning services under the Everlake band. Everlake was formed from the merger of Global Wealth and Ethical Financial in 2022. It also provides discretionary investment management services to select Professional Advisers under the Portfoliometrix Ireland brand. As a Chartered Accountant, Certified Financial Planner and an Associate of the Institute of Taxation and the Institute of Directors I specialise in Private Client Wealth Planning for entrepreneurial families.I also act as non-executive director for a number of Irish and international financial services companiesPrior to the establishment of Triple Crest I held a number of senior management positions in both industry and banking.Specialties: I specialize in:* Financial Planning & Wealth Management* Succession Planning for Family Businesses* Retirement Planning for Senior Executives * Transferring wealth to the next generation* Corporate Finance & Financial Management

Listed skills include Leadership, Banking, Restructuring, Corporate Finance, and 23 others.