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I started at the company and in the wealth management industry 18 years ago. I joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth where I had been the Chief Investment Officer. Our investment service had won awards and we had a long track record of achieving our clients' financial aims. Today, I contribute towards our investment process and asset allocation decisions. I also spend a lot of my time working with our internal financial planners and external contacts to explain our investment proposition. I graduated from Trinity College, Dublin with an MA (Hons) in Classics in 2003.
A bit about me:
My second job is coaching a youth football team; it's hard to work out whether investing in volatile markets is tougher than coaching 9-year-old boys!
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Focusing on our clients and helping them to live their future lives with financial confidence; this is crucial to making investment a successful partnership.