Areas of expertise
Private clients, family offices, offshore trusts, charities.
Joe has 25 years' experience in the investment management industry, 23 of these focusing exclusively on investment management for private clients, family offices, international trusts and charities.
Joe's experience centres on building bespoke portfolio solutions to meet client requirements, using equities, fixed income and alternative investments. He has implemented these strategies for clients in various tax jurisdictions, working closely with professional advisers in most cases.
Joe holds a Bachelor of Commerce degree from University College Dublin and studied Actuarial Science at the Michael Smurfit Graduate School of Business. He attained the Investment Management Certificate (IMC), the Private Client Investment Advice & Management (PCIAM) certificate, is a Member of the Chartered Institute for Securities & Investment and is also a Chartered Wealth Manager (CISI designation).