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About Us

Meet the team

Our advisers draw on diverse skill sets and expertise, bringing passion, experience and a fresh approach to your portfolio.

  • Advisers
  • Leadership Team

Corporate and Company Executives

Conor Murray

Conor Murray

Head of Segment, CFP®, QFA, RPA, SIA

Yes

Corporate and Company Executives

Dublin

Affluent Team

David Tighe

David Tighe

Head of Segment, CFP®, MSc, RPA, QFA, SIA

Yes

Affluent Team

Dublin

Regional Offices

John Lucey

John Lucey

Regional Director, IIPM, APMI

Yes

Regional Offices

Cork

Institutional Business

Richard White

Richard White

Head of Segment, CFP®

Yes

Institutional Business

Dublin

Professionals

Aengus Moran

Aengus Moran

Private Client Adviser, CFP®

Professionals

Dublin

Corporate and Company Executives

Andy Morgans

Andy Morgans

Private Client Adviser, QFA

Corporate and Company Executives

Cork

Let's talk

Let us know what your wealth goals and needs are, and we can create a solution that is right for you.