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Meet Our Team

Our people are the difference. Get to know the experts guiding our clients with care, clarity and a commitment to long-term relationships.
Meet Our Team
Carl Widger BA QFA
Carl Widger BA QFA
Managing Director
Tom Tierney
Tom Tierney
Chairman
Cian Callaghan CFP RPA QFA
Cian Callaghan CFP® RPA QFA
Director - Private Clients
Sinéad Clinton Caldas MSc FCI QFA CFCP CDPO
Sinéad Clinton Caldas MSc FCI QFA CFCP CDPO
Director, Head of Compliance
Paddy O’Halloran FCA QFA
Paddy O’Halloran FCA QFA
Director, Head of Finance
Paddy Andrews MBA CFP QFA
Paddy Andrews MBA CFP® QFA
Director - Private Clients
Declan King CFA CAIA
Declan King CFA CAIA
Chief Investment Officer
Susan Walsh BA CFP QFA RPA SIA
Susan Walsh BA CFP® QFA RPA SIA
Private Client Manager
Ronan Queally MSc CFP QFA RPA FPRA
Ronan Queally MSc CFP® QFA RPA
Private Client Manager
Ronan Bourke QFA SIA
Ronan Bourke QFA SIA
Private Client Manager
Ella Gleeson CFP QFA
Ella Gleeson CFP® QFA
Private Client Manager
Simon Ross BEng QFA CFP RPA SIA FPRA
Simon Ross BEng QFA CFP® RPA SIA FPRA
Financial Planning Manager
Sinéad Dennehy CFP QFA RPA SIA FPRA
Sinéad Dennehy CFP® QFA RPA SIA FPRA
Financial Planning Executive
Caoimhe Fitzgerald QFA
Caoimhe Fitzgerald QFA
Financial Planning Associate
Séamus Hurley BBS CFP SIA QFA
Séamus Hurley BBS CFP® SIA QFA
Financial Planning Executive
Nicola Batten MSc QFA
Nicola Batten MSc QFA
Financial Planning Associate
Eoin O’Brien QFA
Eoin O’Brien QFA
Client Services Executive
Susan Kelly BA APA
Susan Kelly BA APA
Client Services Associate
Ellen Barry BBS CIP APA
Ellen Barry BBS CIP APA
Client Services Associate
Luke Jones QFA BCL
Luke Jones QFA BCL
Client Services Executive
Susan Ward
Susan Ward
Operations Manager
Niamh Hannon
Niamh Hannon
Office Manager
Jack O’Donoghue
Jack O’Donoghue
Brand Ambassador

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