I work closely with our Financial Planning team to offer broader wealth management for clients seeking advice on pensions, retirement and succession planning. Our focus is on providing a bespoke service and helping clients achieve their goals through a combination of investment performance and efficient planning.”
- Locations
- Dublin
- Phone number
- 01 260 0080
Jack is an Investment Manager with RBC Brewin Dolphin, having started his career with the firm as a graduate in 2015.
Jack specialises in constructing and managing bespoke, discretionary investment portfolios for private clients, using pensions and other financial planning tools, where appropriate, to help clients meet their objectives. Jack is passionate about markets and investing and sits on the Equity Selection Committee at RBC Brewin Dolphin.
Jack has a Bachelor of Business Degree from Trinity College Dublin, an MSc from UCD Michael Smurfit Graduate Business School and is a Qualified Financial Advisor (QFA).