Louise is an Investment Manager in the Dublin Office, having joined in 2017. She specialises in discretionary portfolio management for private clients, including pension, personal and corporate funds for clients located in Ireland and Europe.
She is proud of the close relationship she has built with clients, meeting them regularly and finding out what they care about when making investments. She uses this knowledge to tailor portfolios, so they reflect their values and help them to stay on course with their long-term investment plan.
Louise has been working in financial services since 2008, previously working with Investec Wealth & Investment and Bank of Ireland. She has completed the Professional Diploma in Financial Advice, Professional Certificate in Stockbroking, Professional Certificate in Business Banking and is working towards her Certified Financial Planner CFP® designation.