“I’m passionate about building tailored investment strategies that align with each client’s goals, helping them preserve and grow their wealth through every stage of life.”
- Locations
- Dublin
- Phone number
- 01 260 0080
Conor is a Certified Financial Planner (CFP®) with a Master’s in Finance. As a member of the Equity Selection Committee, Conor specialises in building bespoke portfolios and managing investments across individual accounts, pension funds and corporate portfolios. Having completed a Graduate Diploma in Financial Planning from UCD, Conor provides his clients with a broad & holistic approach to investing considering such areas as pensions, estate planning and taxation.
Conor enjoys building long term relationships with his clients and their families. He prides himself on helping his clients identify their current & future objectives prior to outlining appropriate solutions that align with their financial planning & investment goals. With a client-focused approach and a passion for continuous development, Conor is dedicated to delivering tailored strategies to grow and preserve wealth.
Outside of the office, Conor lives an active lifestyle and has a keen interest in health & fitness.