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Grainne Leslie Investment management
Private client administrator, Investment management

Grainne Leslie

Investment management

Areas of expertise

Gráinne works alongside our pensions director, Derek Ryan providing full administrative support for our Small Self-Administered Schemes and ARFs. Her role includes attending Pensioner Trustee Board meetings, liaising with the revenue commissioners and the Pensions Authority, and ensuring that all aspects of the account set-up stage are executed in a timely and efficient manner.

She also provides administrative support on the investment side including the take on of new clients and portfolio transfers and acting as a point of contact for client queries and requests.

Experience

She joined Smith & Williamson in January 2012 having previously worked for ANZ bank in New Zealand.

Professional qualifications/memberships

  • BSc (Mgmt).

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