Cantor Fitzgerald Ireland Invested in you

On behalf of Cantor Fitzgerald Ireland and IMAGE, we want to express our heartfelt gratitude for joining us this evening

210+

EMPLOYEES

Devoted to growing Ireland’s wealth and delivering impact

YEARS

With in-depth knowledge of both local and global markets

22K+

CLIENTS

Who’ve committed their wealth to our care and custodianship

OFFICES

In Dublin, Cork and Limerick, so that we’re never out of reach

Cantor Fitzgerald Ireland is a global wealth partner dedicated to creating impact

Wealth Management

Smart plans. Expert guidance. A future designed around you.

Wealth Management

"Luxury isn’t just about value, it’s about creating a legacy. And that, at its core, is the true art of investing."

Suzanne Berkery, Senior Portfolio Manager

TEAM

We are Cantor Fitzgerald

Suzanne Berkery

Senior Portfolio Manager

Suzanne is a Senior Portfolio Manager in our Dublin office with over 25 years’ investment management experience. Suzanne constructs, manages and advises client portfolios across equities, fixed income, funds, currencies and alternative investments for individuals, corporates, pensions, charities and religious orders. Suzanne is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, which is the leading international qualification for financial planners worldwide. She holds a Bachelor of Arts Degree, is a Registered Stockbroker, a Qualified Financial Advisor (QFA) and is a regular contributor to national media.

01 633 3881

[email protected]

Laura Reidy

Director of Wealth Management

Laura is Director of Wealth Management Pensions with over 18 years’ experience within the industry. Prior to joining Cantor Fitzgerald in 2017, Laura was Head of Pensions in Merrion Capital Group. During this time, she has developed extensive technical expertise in all areas of pension and wealth planning. Laura is a CERTIFIED FINANCIAL PLANNER™ professional since 2017 and a Pension Trustee Practitioner (PTP). She holds a Graduate Diploma in Financial Planning, a Bachelor of Arts degree, and a Higher Diploma in Science. Laura is also a Qualified Financial Advisor (QFA), a Specialist Investment Adviser (SIA), and holds both a Professional Certificate in Compliance and an ISE Certificate in Stockbroking.

01 633 3864

[email protected]

Marina Giblin

Senior Portfolio Manager

Marina has worked in wealth management for over 25 years. She spent 13 years with BOI Private Banking and has recently joined Cantor after spending over 10 years with a small bespoke wealth advisory firm based in Dublin. She is highly experienced in delivering the experience, resources and personalised service needed to help clients address their life goals and complex wealth management outcomes. Marina holds a degree from UCD in Social Sciences and post graduate DBS from Michael Smurfit Business school.

015661615

[email protected]

Stephen Tynan

Director of Wealth Management - Leinster

Stephen is a Director of Wealth Management and has over 25 year’s financial markets experience. He began his career with Dolmen Stockbrokers in 1996 and has been directly involved in the development of the Private Client division. Stephen has extensive experience in portfolio management, leveraged trading, structured investments, wealth and financial planning. He holds a degree in Economics from Trinity College Dublin, is a registered stockbroker, Qualified Financial Adviser (QFA) and a Certified Financial Planner Professional (CFP®).

01 633 3873

[email protected]

Gareth Walsh

Director of Wealth Management

Gareth has over 20 years’ industry experience, joining Cantor Fitzgerald Ireland in 2018 as part of its acquisition of Merrion Capital Group. Gareth has a Masters degree from DCU in Investment & Treasury, is QFA qualified and has completed level 1 of the Chartered Market Technician (CMT) program in 2022. He previously held portfolio manager roles with Davy and began his career on the institutional trading desk in Bloxham, dealing with US, UK & European Investment banks.

01 633 3684

[email protected]

Hellen Dalton

Senior Portfolio Manager - Leinster

Hellen is a Senior Portfolio Manager with 20 years’ portfolio management experience. Hellen began her career with a wealth management firm in London, managing multi asset class portfolios for private clients. In 2009 Hellen returned to Dublin and joined Cantor Fitzgerald in 2016 where she specialises in the discretionary management of portfolios across equities, fixed income, funds, ETFs, structured products, loan notes and EIIS for personal, pension, charity and corporate clients. Hellen holds a Degree in Business and Financial Services, is a Registered Stockbroker, a Qualified Financial Adviser (QFA) and a Certified Financial Planner (CFP®).

01 633 3625

[email protected]

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