BIOGRAPHY
My main role is to support our Investment Directors and undertake investment and client related activities across all areas of the investment management process.

I have over 9 years’ experience in the financial services industry.  Previously I was a Senior Client Services Officer at Canaccord Genuity Wealth Management, assisting clients and colleagues with their administrative needs.

Outside of work, I like to spend time with my family, having recently welcomed a baby girl at the end of 2022. I’m a sports enthusiast, but my main passion is football. I also enjoy running, cycling or swimming, having taken part in multiple triathlon and running events.

I hold the Investment Advice Diploma and I am an Associate of the Chartered Institute for Securities & Investment.
I have over 9 years’ experience in the financial services industry.  Previously I was a Senior Client Services Officer at Canaccord Genuity Wealth Management, assisting clients and colleagues with their administrative needs.

Outside of work, I like to spend time with my family, having recently welcomed a baby girl at the end of 2022. I’m a sports enthusiast, but my main passion is football. I also enjoy running, cycling or swimming, having taken part in multiple triathlon and running events.

I hold the Investment Advice Diploma and I am an Associate of the Chartered Institute for Securities & Investment.
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Meet some of my colleagues

OR MEET THE WIDER TEAM
Anthony O’Keeffe
Chairman
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Tim Sanders
Senior Investment Director
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Norma O’Sullivan
Managing Director
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