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David Morrissey

David Morrissey

Project Design Engineer

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  • Timeline

  • About me

    Director at Evelyn Partners, MSc, CFP®

  • Education

    • The Abbey CBS

      1991 - 1996

      A proud Tipperary man, I attended the Abbey School in Tipperary town.

    • University College Dublin

      2019 - 2019
      SIA-Specialist Investment Advisory Level 9 professional certificate in asset managment 1st Class Honours

    • University College Dublin

      2018 - 2020
      Master's degree Financial Services 1st Class Honours

    • University College Dublin

      2018 - 2020
      Graduate Diploma in Financial Planning Financial Planning and Services 1st Class Honours

    • Trinity College, Dublin

      1996 - 2001
      B.A. B.A.I Engineering 2.1

      Studied Civil,Structural and Environmental Engineering

  • Experience

    • National Building Agency

      Nov 2003 - Aug 2007
      Project Design Engineer

    • Davy

      Sept 2007 - Jan 2012
      Portfolio Manager

      Portfolio Management

    • Smith & Williamson Investment Managment LLP

      Apr 2012 - Jun 2019

      Areas of Expertise:Portfolio constructionManagement of Large private client & Charity portfoliosTax efficient investment solutions for European Residents. Advising Clients on how to protect and grow their wealth.Working with families on inter generational wealth transfer.

      • Associate Director

        Jul 2015 - Jun 2019

      • Investment Manager

        Apr 2012 - Jun 2015

    • Evelyn Partners

      Jul 2019 - now
      Director

  • Licenses & Certifications

    • Q.F.A. Qualified Financial Advisor

      IOB
      Jan 2008

    • Certified Financial Planner (CFP)

      Financial Planning Standards Board Ltd.
      Jun 2020