Our Team

Carol Brick
Carol Brick

Managing Director, Carol Brick is a UCD Graduate of Economics and a qualified financial advisor. She began her career in the Financial Services Industry in 1998 in Group Financial Control, Bank of Ireland Headquarters.

Since 2005 she has specialised in the area of Asset and Wealth Management. Carol has extensive relationships with all of the major Irish financial institutions and has specialist knowledge of their products and services and has a proven track record of managing a wide array of investment portfolios.

Carol believes that a suitable financial security plan must reflect a client’s unique personal and business situation and will tailor a bespoke plan especially for you. A member of the Institute of Bankers, Irish Brokers Association,Irish Insurance Institute and LIA, Carol has throughout her career achieved major success in developing investment portfolios for a wide array of clients.

Eileen Carroll
Eileen Carroll

Operations, Eileen joined CWM Wealth Management Ltd as Operations Manager in 2012. A CIT Business Graduate, Eileen started her financial career with City Life Wealth Advisors before moving to the Trustee Department of Bank of New York Mellon and has a wide range of experience in the Irish financial advisory and the fund management sectors.
Eileen is a Qualified Financial Advisor working in the Financial Services Sector since 2006 as well as advising clients, she oversees the Operations side of CWM Wealth Management.

Claire Kelliher
Claire Kelliher

Client Services, Claire joined our team in February 2017 as Operations Team Leader. A Business Graduate, she began her Financial Services career at PSC Wealth Plus in Kerry where she worked for four years before then working in the Legal sector for two years. Claire is a Qualified Financial Advisor, as well as overseeing & advising clients within her Client Services role.

Lynda McAuliffe
Lynda McAuliffe

Business Development, Lynda McAuliffe is a UL Graduate and a Qualified Financial Advisor. She has worked in the financial sector nationally and overseas, for over 15 years and amassed extensive experience in the banking and brokerage sectors. Her career path has evolved from administration support, progressing to operations & client management, and lastly leading to her current role as a senior financial advisor and business development manager.
Lynda is an ardent believer in the importance and value of financial planning, and endeavours to embody this principle in her dealings with all customers. She is an active Network Cork member and strong advocate of the importance of female representation in the financial industry.

Áine McPhilemy
Áine McPhilemy

Financial Advisor, A graduate of Maynooth University, Financial Advisor Áine began her financial services career as a tied agent with Acorn life. From there, she moved to Irish Pensions and Finance, specialising in financial planning for public sector employees.
QFA qualified Áine joined the CWM team in July 2020 and has particular interest and expertise in the area of Bespoke Financial Planning for Professional Women.

Eoin O’ Shaughnessy
Eoin O’ Shaughnessy

Financial Advisor,  Eoin joined CWM Wealth Management in July 2020. A graduate of UCC with Bachelors of Commerce degree and a Masters in Corporate Finance, Eoin began his career in Financial Services with Zurich Life & Pensions in 2015 where he worked for over four years.
Eoin is a QFA qualified and also obtained a Diploma in Retirement Planning Advice in 2019.

Grainne O’Sullivan
Grainne O’Sullivan

Life & Pensions Administrator, Grainne joined CWM Wealth Management in 2019. Grainne has vast experience in the Financial Service Industry having worked with Zurich for 13 years and Friends First before that for 4 years. Grainne is a Qualified Financial Advisor and takes up the position of Life and Pension Administrator within CWM Wealth Management.

Saoirse O’Riordan
Saoirse O’Riordan

Life & Pensions Administrator, Saoirse joined CWM in August 2022. Saoirse graduated from University College of Cork with a BCommerce International Honours Degree. Saoirse is beginning her Financial Services career with CWM as a Life and Pensions Administrator and is soon to sit the QFA exams to progress further in the Financial Services Industry.

Alphin Paul
Alphin Paul

Alphin joined CWM Wealth Management in August 2018. After completing her Master’s in International Business from Waterford Institute of Technology, Ireland she has moved to India and worked as an Associate Business Consultant with a start-up firm. She joined our sister company, Contracting Plus as a Business Coordinator in May 2018 and currently managing CWM processes in India.