Carol Brick CWM Wealth Management

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 […]

Eileen CWM Wealth Management

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. […]

Claire Kelliher CWM Wealth Management

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 & […]

Lynda McAuliffe CWM Wealth Management

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 […]

Aine McPhilemy CWM Wealth Management

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 […]

Eoin O'Shaughnessy CWM Wealth Management

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 […]

Grainne O'Sullivan, CWM Wealth Management

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

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 CWM Wealth Management

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 […]