David Morrissey
Profile
Mr. David Morrissey is a Director of Investment Management at Smith & Williamson Investment Management (Ireland) Ltd.
He manages high net worth client and charity portfolios.
He enjoys long lasting relationships advising private clients on how best to protect and grow their wealth.
He places particular emphasis on asset allocation and risk management in managing bespoke multi currency portfolios that meet client needs.
David has also worked with families on generational wealth transfer.
He has a particular interest in equities and understanding future trends; including the technology sector and true growth companies.
He trained and worked at Davy as a portfolio manager for 4 and a half years before joining S&W in 2012.
He started his career as an Engineer working for 5 years in Structural/Civil design and project Management.
He holds a Bachelor of Engineering Degree from Trinity College.
He is a Qualified Financial Adviser and member of the Institute of Bankers of Ireland, a registered stockbroker.
Former positions of David Morrissey
Companies | Position | End |
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Smith & Williamson Investment Management (Ireland) Ltd.
Smith & Williamson Investment Management (Ireland) Ltd. Investment ManagersFinance Smith & Williamson Investment Management (Ireland) Ltd. (Smith & Williamson Ireland) is an asset management firm headquartered in Dublin, Ireland. The firm was founded in 2011 and is a subsidiary of Smith & Williamson Holdings Ltd. in Great Britain. Smith & Williamson Ireland provides investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organizations. | Portfolio Manager-Equities | 2019-05-31 |
Experiences
Positions held
Linked companies
Private companies | 1 |
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Smith & Williamson Investment Management (Ireland) Ltd.
Smith & Williamson Investment Management (Ireland) Ltd. Investment ManagersFinance Smith & Williamson Investment Management (Ireland) Ltd. (Smith & Williamson Ireland) is an asset management firm headquartered in Dublin, Ireland. The firm was founded in 2011 and is a subsidiary of Smith & Williamson Holdings Ltd. in Great Britain. Smith & Williamson Ireland provides investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organizations. | Finance |
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