WISA Europe Finalist 2023 - Financial SalesWomen in Finance Wealth Manager of the Year 2019Irish Women's Awards Highly Commended 2020I am an award-winning Investment Director at Goodbody, and one of Ireland’s most successful female wealth advisors, creating investment solutions for high-net-worth individuals, corporates and families since 2013. I have an extremely strong foundation in asset classes and market cycles, as I am investment analyst trained and worked as deputy to the Chief Investment Officer for over a decade in Goodbody. My expertise has lead me to become a frequent contributor within the Irish media on investment topics.I have evolved my approach, implementing a system that relies on investment psychology combined with personality type, yielding a novel risk tolerance approach. This process allows my clients to keep their emotions in check and focus on long-term success. My unique approach, combined with strong technical knowledge allows me to clearly convey personalised strategies to each of my clients.I represent Wealth Management in the Goodbody multi-disciplinary Business Advisory Group (corporate finance, tax and wealth management) established in 2023. This team works in partnership with business owners, creating comprehensive plans around exiting a business, maximising tax efficiencies and retirement.My passion and commitment extends into the community, helping women and those from socio disadvantaged areas develop true financial independence. This is reflected in my work with the Goodbody x GLOSS Investment Club for women, the first of its kind in Ireland with over 1200+ members. I also work with An Cosán, an adult education charity committed to reducing intergenerational poverty through the promotion of female education. I lead on the Dublin City University (DCU) and Goodbody Access Programme partnership, which aims to make education attainable to students from disadvantaged socio-economic backgrounds by supporting their progression through tangible work experience.
Listed skills include Portfolio Management, Investments, Equities, Wealth Management, and 15 others.
