Susan Walsh BA CFP® QFA RPA SIA

Private Client Manager

Susan has over 20 years of experience in financial services, specialising in strategic investment and pension portfolio optimisation. Alongside her practical experience, Susan has consistently added to her expertise via professional qualifications, completing her QFA in 2006, she aced her SIA exams in 2021 and completed the CFP® in 2024. As a trusted advisor to our clients and the team at Metis Ireland, Susan delivers impact through innovation and determination to always raise the bar.

Responsibilities

As a Private Client Manager, Susan’s role is to guide clients through their financial journeys, helping them achieve their financial goals – no matter what they are. As well as making financial guidance as easy as possible, Susan is a great believer in getting to know the client and building a strong, long-lasting relationship with them.

Outside Work

Susan is an active member of the Irish business community, attending events and contributing to industry conversations nationwide. She is a member of Network Limerick and was awarded the title of ‘Limerick Business Woman of the Year Award 2023 – Shining Star’ before going on to be a finalist at the National Awards.

Any spare time of recent was spent studying for the final Certified Financial Planning (CFP®) exams. But, now that she has completed these, she has more time to dedicate to her other passions, such as playing football for her local GMO.

What’s so great about Metis Ireland?

Susan feels the balance is right in Metis Ireland – a place where sophisticated financial modelling and evidence-based investing principles are anchored in a client-centric framework.

Relationships are everything in this business. We know the quality of our advice matters and has the potential to unlock great opportunities and help our clients grow their money.

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