WELLESLEY - Key Persons
Job Titles:
- Investments Manager
- Investments Portfolio Specialist
Amit is Investments Manager at Wellesley. As part of the firm's advisory portfolio management offering, he oversees strategic asset allocation and investment modelling across a range of asset classes including equities, fixed income, listed real estate, and commodities. Amit and his team are responsible for helping our corporate, personal, and pension clients, design portfolios with their specific objectives and risk constraints in mind. Amit holds a Bachelor of Engineering degree from North Gujarat University in India and an MBS in International Entrepreneurship from the University of Limerick. Amit is a qualified accountant (ACCA) and also holds the QFA designation.
Ann is Senior Administrator with responsibility for client servicing on group pensions and life assurance. Prior to joining Wellesley Investments & Pensions Ltd., Ann worked for eight years with BDO in the Marketing and Private Wealth Management departments. Ann previously worked as an Executive Assistant in GPA, at the time the world's largest aircraft-leasing company.
Job Titles:
- Financial Advisor
- Senior Pensions Advisor
Catherine is a qualified financial advisor and holds a Certificate in Professional Financial Advice through the LIA from Atlantic Technological University Sligo. Catherine is responsible for advisory services on all aspects of pensions, retirement planning and life assurance. Prior to joining Wellesley Investments and Pensions Ltd, Catherine worked with BDO across various departments such as Corporate Finance, Taxation and Audit. She also previously worked as a Quality Auditor for a medical coding company ensuring the highest quality standards in the company's reporting.
Denis previously worked with Irish Life Investments Managers in Dublin where he managed various government and corporate bond portfolios between 1999 and 2007. Between 2003 and 2006 he was responsible for Irish Life's 2 billion Irish Equity portfolios as well as being a senior member of Irish Life's Structured Investments team which provided indexed and derivative structure solutions for large pension schemes.
Over the last twenty years Denis has advised Ireland's largest pension schemes on the most technical aspects of investment strategy and risk management. Denis is currently a Trustee of a number of large state and private sector pension schemes.
Since 2006, Denis has been advising individuals and companies on all matters relating to investments and pensions. He joined the firm in 2008 as Investments Manager, and took on the position of Managing Director in 2011.
Denis is an honours B.A. Economics graduate from University College Dublin and holds an MBS in Economics (by Research) from the University of Limerick.
Job Titles:
- Structured Investments Manager
Jack has been a member of Wellesley's investments team since 2018. As well as being a senior member of Wellesley's investments team, Jack works with our institutional and larger investment clients in the management of structured investments solutions such as passive strategies, enhanced passive and liability matching strategies. Jack holds an honours BSc in Financial Mathematics from the University of Limerick and also holds the QFA designation.
Jake is a Financial Advisor at Wellesley where he is responsible for advising clients in all aspects of financial planning including investments, specifically in relation to retirement planning and options at retirement, including estate planning. Jake holds a Bachelor of Business degree from the University of Limerick where he majored in Risk Management and Insurance and studied a minor in Business Informatics. Jake is a also a Qualified Financial Advisor (QFA).
Job Titles:
- Chartered Accountant
- Independent Chairman & Non Executive Director
Pat is a Chartered Accountant who has worked in the financial services industry since 1976. Pat has considerable experience in banking, finance and treasury operations and has worked at a senior level in all three environments. He held the position of General Manager and Director of GE Capital European Funding Ltd. up to 2013 as well as sitting on a number of other Boards of GE subsidiary companies both in Ireland and overseas. Pat has also held a number of non-executive board positions, most recently as Chairman of Milford Hospice.
Pat's experience as a senior director in large financial organisations with a culture of strong corporate governance, his experience in managing a financial organisation focused on investment risk and treasury management, as well as his reputation for being forthright and upstanding add considerably to the strength of the Board of the firm.
Job Titles:
- Financial Mathematics )
- Investment Portfolio Specialist
- Investments Specialist
Seamus is an Investment Portfolio Specialist at Wellesley. His role on the investment team involves conducting market research and risk analysis as part of the firms advisory portfolio management offering. Seamus holds a Bachelor of Science degree in Financial Mathematics from the University of Limerick. He is currently studying for achievement of the CFA designation.
Job Titles:
- Financial Services Administrator
Íde is Financial Services Administrator, she is responsible for day-to-day administration of client portfolios including processing fund transfers. Prior to joining Wellesley Íde worked for over five years with Sysco Ireland, working in various departments including as Sales, Customer Service and Finance. Íde is currently studying for the Certificate in Professional Financial Advice with the Atlantic Technological University through the LIA.