Investment Specialist and Portfolio Manager
Peter graduated University College Dublin with an honours degree in International Commerce in 2012. He is a qualified Chartered Accountant (ACA) and joined the firm in 2016, having completed his training contract in Crowe Horwath. Peter also holds a Higher Diploma in Financial Advice as a Qualified Financial Advisor (QFA).
Having specialised in Corporate Finance and Performance Management (APM) during his training, Peter has extensive experience in financial modelling and market technical analysis. He performs company valuations and market analysis to clients on an ad-hoc basis. He also holds BIWS certificates in financial modelling.
Peter is responsible for monitoring the performance of both active and passive funds recommended by BCWM. He attends the Firm’s investment Committee and advises on both portfolio allocation and risk mitigation to individual and corporate clients. He is also a portfolio manager for a number of clients for whom he provides holistic wealth and estate planning along with investment recommendations.