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Hellen Dalton Cfp® is listed as Senior Portfolio Manager at Cantor Fitzgerald Ireland at Cantor Fitzgerald Ireland, a company with 122 employees, based in Ireland, Ireland, Ireland. AeroLeads shows a work email signal at cantor.com and a matched LinkedIn profile for Hellen Dalton Cfp®.
Hellen Dalton Cfp® previously worked as Senior Portfolio Manager at Cantor Fitzgerald Ireland and Senior Portfolio Manager at Merrion Capital. Hellen Dalton Cfp® holds Certified Financial Planner™ Certification from Fpsb Ireland.
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AeroLeads found 1 current-domain work email signal for Hellen Dalton Cfp®. Compare company email patterns before reaching out.
I am an investment manager with over 14 years experience working with high net worth families, businesses and charities to provide expert portfolio management, initially in London and now in Dublin.I have a proven track record in providing stable returns through mixed asset class investment and providing quality client care.
Listed skills include Investments, Equities, Asset Management, Wealth Management, and 23 others.
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A career timeline built from the work history available for this profile.
County Dublin, Ireland
Cantor Fitzgerald, a leading global financial services group at the forefront of financial and technological innovation has been a proven and resilient leader for over 65 years. Cantor Fitzgerald Ireland was formed through the acquisition of Dolmen Stockbrokers in 2012. With a proud history of stockbroking and servicing our private clients and financial.
Dublin
Merrion Capital is an investment management firm that has been operating since 1999.
Dublin, Ireland
I was brought onboard to overhaul and expand the Wealth Management offering within Bastow Charleton. This included:Providing investment support to the BCWM client base, including pension clients. Overseeing the investment offering from BCWM. Increasing the depth of service and range of portfolio offerings. Authoring detailed, bespoke wealth management.
Dublin, Ireland
I relocated to Dublin from London in November 2009 to assist in the opening and development of the Smith & Williamson Dublin office. Initially in a solo capacity, which expanded to a team of 12.I managed the investment portfolios of a range of Irish based investors including private clients, charities and trusts on mainly discretionary mandates. I promoted.
The City, London
As a Wealth Manager for Kleinwort Benson I was the main point of contact and managed the relationships of a diverse range of clients including individuals, family groups, trusts and charities.
London, United Kingdom
Through the company’s demanding broker training program I acquired a solid grounding in all investments asset classes and funds, pensions, tax and estate planning. Following the four month training program, I moved to the Piccadilly branch within Killik to work as a stockbroker and provide an advisory service to an assigned private client base.
London, United Kingdom
As an Account Manager with Interactive Data I provided post sales support to a wide range of clients included Merchant Banks, Brokerages, Custodians and Investment Managers, with activities including investment banking, active and passive fund management, hedge funds, and private client wealth management services. I had an assigned customer base covering.
Other employees you can reach at cantorfitzgerald.ie. View company contacts for 122 employees →
Jack Lawlor
Colleague at Cantor Fitzgerald Ireland
Dublin, County Dublin, Ireland, Ireland
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ST
Stephen Tynan
Colleague at Cantor Fitzgerald Ireland
Ireland, Ireland
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KM
Keelan Mcgowan
Colleague at Cantor Fitzgerald Ireland
Ireland, Ireland
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BB
Barbara Browne
Colleague at Cantor Fitzgerald Ireland
Greater Dublin, Ireland
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EH
Elaine Halpin
Colleague at Cantor Fitzgerald Ireland
Ireland, Ireland
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PL
Patricia Lawlor
Colleague at Cantor Fitzgerald Ireland
Ireland, Ireland
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GW
Gareth Walsh
Colleague at Cantor Fitzgerald Ireland
Ireland, Ireland
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RW
Ronan Wallace
Colleague at Cantor Fitzgerald Ireland
Dublin, County Dublin, Ireland, Ireland
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MD
Mark Dennigan
Colleague at Cantor Fitzgerald Ireland
Galway, County Galway, Ireland, Ireland
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MM
Mark Moran Qfa
Colleague at Cantor Fitzgerald Ireland
Dublin, County Dublin, Ireland, Ireland
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Quick answers generated from the profile data available on this page.
Hellen Dalton Cfp® works for Cantor Fitzgerald Ireland.
Hellen Dalton Cfp® is listed as Senior Portfolio Manager at Cantor Fitzgerald Ireland at Cantor Fitzgerald Ireland.
AeroLeads has found 1 work email signal at @cantor.com for Hellen Dalton Cfp® at Cantor Fitzgerald Ireland.
Hellen Dalton Cfp® is based in Ireland, Ireland, Ireland while working with Cantor Fitzgerald Ireland.
Hellen Dalton Cfp® has worked for Cantor Fitzgerald Ireland, Merrion Capital, Crowe Horwath Bastow Charleton, Smith & Williamson, and Kleinwort Benson.
Hellen Dalton Cfp®'s colleagues at Cantor Fitzgerald Ireland include Jack Lawlor, Stephen Tynan, Keelan Mcgowan, Barbara Browne, and Elaine Halpin.
You can use AeroLeads to view verified contact signals for Hellen Dalton Cfp® at Cantor Fitzgerald Ireland, including work email, phone, and LinkedIn data when available.
Hellen Dalton Cfp® holds Certified Financial Planner™ Certification from Fpsb Ireland.
Hellen Dalton Cfp® is listed with skills including Investments, Equities, Asset Management, Wealth Management, Portfolio Management, Bonds, Financial Advisory, and Pensions.
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