Meet the team

Barry O'Leary

Technical Analyst

Barry began his career with Deutsche Bank and held a variety of roles in Dublin, Frankfurt and London. He has worked over many years in Institutional Equity Portfolio Trading and now brings this experience to the investment solutions he helps create. In his present role he is responsible for developing wealth management and retirement solutions for a wide variety of Individuals, Deputies, Trusts and Subject Matter Experts. Barry's current priorities include Investment Risk Assessment, Asset Allocation & Suitability Planning, Pension Valuations & Transfer. He is a Diploma qualified financial planner and long-term care certified, he is also a member of the Personal Finance Society. Outside of work Barry enjoys history, old houses, food, theatre and music and is a regular at the Glastonbury festival.