I am an investment director providing personalised, discretionary management of investment portfolios for individuals, trusts, companies, pensions and charities.
Stephen holds a Bachelor of Commerce degree from University College Dublin and a Masters degree in business studies (finance) from the Michael Smurfit Graduate Business School, University College Dublin. He is also a Chartered Member of the Chartered Institute for Securities & Investment.
Stephen joined the company in 2003 and has over 18 years’ experience in the financial services industry. He was a portfolio manager with Davy Stockbrokers before joining Quilter Cheviot in 2003. Prior to this, he was a professional rugby player with Leinster and spent three years with Ulster Bank Investment Services.
Though not playing, Stephen is still actively involved in rugby. He also enjoys running and playing golf.