Kevin Doherty, MBA CFP®

Experience

• 

  The Institute of Banking

  Jun 2004 - Sept 2005

  Education Specialist

  Responsibility for the development and management of professional education programmes, including coordination of the work of external course writers, lecturers and examiners

• 

  Davy

  Sept 2007 - now

  I specialise in developing and advising on financial & investment plans for business owners, professionals and their families, to ensure that their personal financial affairs are structured effectively.Our goal is to ensure that professional and business success is translated back to personal financial success for the client and their family. This involves developing and implementing a tailored financial planning solution that incorporates tax planning, business structuring, retirement/business exit planning, as well as investment, succession and protection planning. Show less

  • Business Unit Director, 'Business Owners' Segment, Wealth Management

    Mar 2021 - now

  • Director, Wealth Management

    Jan 2020 - Mar 2021

  • Associate Director

    Dec 2017 - Dec 2019

  • Portfolio Manager

    Sept 2007 - Nov 2017
• 

  EFPA Italia

  Oct 2017 - now

  Irish Delegate - 2017 - 2023 European Financial Planning Assoc Conference & Think Tank

  Selected by the European Financial Planning Association (EFPA) to be the Irish delegate at the Annual EFPA Conference and Think Tank in 2017, 2018 and 2019, presenting and participating in a two-day forum on international issues, experience and best practice within the Financial Planning profession in Europe.