BIOGRAPHY
My role is to help you achieve your personal aspirations and financial goals. Over 30 years of working closely with clients, I truly understand the importance of developing long term trusted relationships and the value you place on achieving financial security and building a legacy for the next generation.

I enjoy working closely with trustees, private clients and families focusing my experience, personal approach and service ethos to help achieve their objectives.

I have extensive experience in managing portfolios on a discretionary basis, aligned to clients’ risk profile and financial objectives. Having previously worked in New York as a foreign exchange and derivatives trader and having held senior positions at Quilters, Brooks MacDonald and Cannacord, I have proven experience in building multi currency investment strategies across global equity and capital markets.

I enjoy spending time around the dinner table with my family and friends indulging in my passion for good food. In my free time I enjoy swimming, cycling and exploring new travel destinations. A passion for skiing, I’m often seen trying to keep up with my daughters down the mountains!

I am a Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
My role is to help you achieve your personal aspirations and financial goals. Over 30 years of working closely with clients, I truly understand the importance of developing long term trusted relationships and the value you place on achieving financial security and building a legacy for the next generation.

I enjoy working closely with trustees, private clients and families focusing my experience, personal approach and service ethos to help achieve their objectives.

I have extensive experience in managing portfolios on a discretionary basis, aligned to clients’ risk profile and financial objectives. Having previously worked in New York as a foreign exchange and derivatives trader and having held senior positions at Quilters, Brooks Macdonald International and Canaccord, I have proven experience in building multi currency investment strategies across global equity and capital markets.

I enjoy spending time around the dinner table with my family and friends indulging in my passion for good food. In my free time I enjoy swimming, cycling and exploring new travel destinations. A passion for skiing, I’m often seen trying to keep up with my daughters down the mountains!

I am a Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
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Anthony O'Keeffe
Chairman
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Jackie Millan
Chief Financial Officer
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Greg Powell
Senior Investment Director
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