David Morrissey

David Morrissey

Finance

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

CompaniesPositionEnd
Portfolio Manager-Equities 2019-05-31
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