Kevin Doherty, Mba Cfp®
AeroLeads people directory · profile

Kevin Doherty, Mba Cfp® Email & Phone Number

Head of 'Business Owners' Segment, Davy Wealth Management at Davy
Location: Ireland 7 work roles 4 schools
1 work email found @davy.ie LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@davy.ie
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Davy
Role
Head of 'Business Owners' Segment, Davy Wealth Management
Location
Ireland
Company size
995 employees

Who is Kevin Doherty, Mba Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kevin Doherty, Mba Cfp® is listed as Head of 'Business Owners' Segment, Davy Wealth Management at Davy, a with 995 employees, based in Ireland. AeroLeads shows a work email signal at davy.ie and a matched LinkedIn profile for Kevin Doherty, Mba Cfp®.

Kevin Doherty, Mba Cfp® previously worked as Business Unit Director, 'Business Owners' Segment, Wealth Management at Davy and Director, Wealth Management at Davy. Kevin Doherty, Mba Cfp® holds Executive Mba from Ucd Michael Smurfit Graduate Business School.

Company email context

Email format at Davy

This section adds company-level context without repeating Kevin Doherty, Mba Cfp®'s masked contact details.

*@davy.ie
71% confidence

AeroLeads found 1 current-domain work email signal for Kevin Doherty, Mba Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Kevin Doherty, Mba Cfp®

Business Unit Director at Davy Wealth Management - Developing and advising on financial & investment plans for business owners, professionals and their families; - Managing a developing a team, developing and executing the strategic priorities of the Business Owners segment.

Listed skills include Portfolio Management, Financial Advisory, Retirement Planning, Investment Strategies, and 10 others.

Current workplace

Kevin Doherty, Mba Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Davy
Davy
Head of 'Business Owners' Segment, Davy Wealth Management
Ireland
Website
davy.ie
Employees
995
AeroLeads page
Company profile
View company profile Email format
7 roles

Kevin Doherty, Mba Cfp® work experience

A career timeline built from the work history available for this profile.

Head Of 'Business Owners' Segment, Davy Wealth Management

Davy

Ireland

Business Unit Director, 'Business Owners' Segment, Wealth Management

Current
Davy

- Managing and developing a team, directing and executing the strategic priorities of the Business Owners segment; - Developing and advising on financial & investment plans for business owners, professionals and their families.

Mar 2021 - Present

Director, Wealth Management

Davy

I specialise in developing and advising on financial & investment plans for business owners, professionals and their families, to ensure that their personal financial affairs are structured effectively.Our goal is to ensure that professional and business success is translated back to personal financial success for the client and their family. This involves developing and implementing a tailored financial planning solution that incorporates tax planning, business structuring, retirement/business exit planning, as well as investment, succession and protection planning.

Jan 2020 - Mar 2021

Associate Director

Davy
Dec 2017 - Dec 2019

Portfolio Manager

Davy
Sep 2007 - Nov 2017

Irish Delegate - 2017 - 2023 European Financial Planning Assoc Conference & Think Tank

Current
Efpa Italia

Venice Area, Italy

Selected by the European Financial Planning Association (EFPA) to be the Irish delegate at the Annual EFPA Conference and Think Tank in 2017, 2018 and 2019, presenting and participating in a two-day forum on international issues, experience and best practice within the Financial Planning profession in Europe.

Oct 2017 - Present

Education Specialist

The Institute Of Banking

Responsibility for the development and management of professional education programmes, including coordination of the work of external course writers, lecturers and examiners

Jun 2004 - Sep 2005
Team & coworkers

Colleagues at Davy

Other employees you can reach at davy.ie. View company contacts for 995 employees →

JM John Mccooe John Mccooe Colleague at DavyDunmurry, Northern Ireland, United Kingdom View → CM Clare Mcgrath Clare Mcgrath Colleague at DavyIreland View → KS Keith Sciascia, Cfp®, Msc Keith Sciascia, Cfp®, Msc Colleague at DavyIreland View → BC Brian Cox Cfp®, Msc Brian Cox Cfp®, Msc Colleague at DavyIreland View → CO Cian O'Brien Cian O'Brien Colleague at DavyDublin, County Dublin, Ireland View → CB Clare Bacon, Qfa Clare Bacon, Qfa Colleague at DavyIreland View → EH Enya Hannigan Enya Hannigan Colleague at DavyDublin, County Dublin, Ireland View → DN David Neligan David Neligan Colleague at DavyIreland View → SM Stephen Mcbrien Bsc (Hons) Dippfs Stephen Mcbrien Bsc (Hons) Dippfs Colleague at DavyBelfast Metropolitan Area, United Kingdom View → TB T Balendran T Balendran Colleague at DavyBelfast Metropolitan Area, United Kingdom View →
4 education records

Kevin Doherty, Mba Cfp® education

FAQ

Frequently asked questions about Kevin Doherty, Mba Cfp®

Quick answers generated from the profile data available on this page.

What company does Kevin Doherty, Mba Cfp® work for?

Kevin Doherty, Mba Cfp® works for Davy.

What is Kevin Doherty, Mba Cfp®'s role at Davy?

Kevin Doherty, Mba Cfp® is listed as Head of 'Business Owners' Segment, Davy Wealth Management at Davy.

What is Kevin Doherty, Mba Cfp®'s email address?

AeroLeads has found 1 work email signal at @davy.ie for Kevin Doherty, Mba Cfp® at Davy.

Where is Kevin Doherty, Mba Cfp® based?

Kevin Doherty, Mba Cfp® is based in Ireland while working with Davy.

What companies has Kevin Doherty, Mba Cfp® worked for?

Kevin Doherty, Mba Cfp® has worked for Davy, Efpa Italia, and The Institute Of Banking.

Who are Kevin Doherty, Mba Cfp®'s colleagues at Davy?

Kevin Doherty, Mba Cfp®'s colleagues at Davy include John Mccooe, Clare Mcgrath, Keith Sciascia, Cfp®, Msc, Brian Cox Cfp®, Msc, and Cian O'Brien.

How can I contact Kevin Doherty, Mba Cfp®?

You can use AeroLeads to view verified contact signals for Kevin Doherty, Mba Cfp® at Davy, including work email, phone, and LinkedIn data when available.

What schools did Kevin Doherty, Mba Cfp® attend?

Kevin Doherty, Mba Cfp® holds Executive Mba from Ucd Michael Smurfit Graduate Business School.

What skills is Kevin Doherty, Mba Cfp® known for?

Kevin Doherty, Mba Cfp® is listed with skills including Portfolio Management, Financial Advisory, Retirement Planning, Investment Strategies, Portfolio Construction, Financial Risk, Business Development, and Portfolio Management And Restructuring.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.