Credit Unions

Currently we have active business relationships with over 140 leading credit unions, through our dedicated and experienced Credit Union team. Our credit union clients benefit from full access to the in depth financial and investment resources available within the global Cantor Fitzgerald group

Advice

For over 20 years we’ve been helping credit unions build diverse investment portfolios.

Our scale, deep regulatory knowledge and proactive approach give us a distinct advantage. We understand the challenges and have the know-how to navigate them successfully.

Investment Advisory Services

Approach

Our independence of the Irish banking sector gives us access to leading market research, which informs our ablity to offer our clients bespoke investment services to suit their specific circumstances. Independence, trust and transparency are the cornerstones of our offering.

Process

As a domestic primary dealer for the National Treasury Management Agency (NTMA), we adopt a whole-of-market approach, with recommendations based on independent analysis of all suitable solutions available.

We cover monthly investment and compliance reporting, within liquidity, counterparty, concentration, and maturity limits.

Fiduciary Responsibilities

We ensure that investment portfolios meet the highest internal and regulatory standards and conduct annual reviews of investment policies to ensure compliance, along with ongoing accredited investment training for board and senior management.

“Cantor Fitzgerald has been providing Capital Credit Union with consistent, highly professional investment advice since 2016. We receive timely, efficient, and comprehensive monthly reporting, which has been enhanced and adapted over the years to reflect any regulatory changes. We hope to continue our relationship for many more years.”

PAT BYRNE, CEO, CAPITAL CREDIT UNION

“Donore Credit Union has partnered with Cantor Fitzgerald for a number of years now. We expect top class service, excellent advice, and sound investment options, and we’ve always received these. We rely on strong partnerships like this to help us deliver on our strategic goals. Cantor has helped us to grow our investment income while remaining true to our values."

DAVID MCAULEY, CEO, DONORE CREDIT UNION

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TEAM

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Peter Robinson

Head of Credit Union Services

Peter has worked directly within the credit union movement since 2007, in which time he developed general insurance and investment solutions. Peter has extensive investment experience and devises strategies to build diversified investment portfolios.

He holds an MSc in Financial Services, which includes the Specialist Investment Adviser designation, is a QFA and a Certified Financial PlannerTM.

01 633 3884

[email protected]

John McCormack

Director of Credit Union Services

John has 25 years’ investment experience in Dublin and London capital markets. He has worked exclusively with the credit union movement since 2011. He established investment capabilities at the Le Chéile Group, where he continues to provide ongoing leadership on investments.
John previously held senior positions in Bank of Ireland Asset Management, Mellon Global Investments and JP Morgan Investment.
John also holds the following qualifications; I.A.T.I.; Dip Legal Studies, Prof Cert Financial Advice

01 633 3885

[email protected]

Martin O’Sullivan

Director of Credit Union Services/ Senior Portfolio Manager

Martin has been involved with the credit union movement for 23 years and pioneered the investment advisory business.

For 35 years, he has worked with a number of major domestic and international financial services firms, specialising in bond markets.

He holds a BA in Economics, an MSc in Finance, and is a certified financial analyst (CFA).

01 633 3875

[email protected]

Ian McGonigle

Senior Credit Union Sales

Ian joined Cantor Fitzgerald in 2015 as Manager of Money Markets, with over 30 years’ experience in the Treasury and International Money Market.

He began his career with Chase Bank Ireland, followed by a move to Royal Trust Bank Jersey, where he held the role of senior treasury dealer, before joining the money broking division of NCB Stockbrokers in 1990. In 2005 Ian formed IFS Money Brokers where he held the roles of both director and compliance officer.

Ian is a qualified financial advisor (QFA).

01 633 3645

[email protected]

Malachy Coghlan

Head of Credit Union Product

Malachy has 18 years’ experience in the financial services sector.

He previously worked on the client on-boarding team at Cantor Fitzgerald Ireland before taking up the role of Credit Union Product Manager.

Malachy holds a BA in Politics and Information Studies from UCD.

01 633 3656

[email protected]

Birkan Kordan

Credit Union Associate

Birkan joined Cantor Fitzgerald Ireland in 2023 as a Credit Union Associate to the Credit Union Services. Birkan previously worked as an Associate role in Accenture before joining Cantor Fitzgerald Ireland. He holds BA in International Relations from Namik Kemal University also currently working towards to obtain MSc Management from UCD Smurfit.

016333886

[email protected]