Wealth Management Conference 2022

Kevin McConnell

CFA, CEO GEM Strategic

Kevin, a Chartered Financial Analyst, is an external specialist consultant in the banking and investment sectors with over 25 years of experience in financial markets. Working with banks, regulators and investors in Credit, Capital, Stress Testing and Strategy, Kevin has experience in over a dozen regulatory jurisdictions across Europe, US and Emerging markets.

He has worked through a range of mid-tier to top tier M&A transactions providing stress testing/due diligence consultancy, and transaction advisory. He was a member of Committee on Collective Investment Governance (CCIG) of Central Bank of Ireland (2014) which supported the development of CP86.

He is currently a member of the Advisory Committee of the Certified Investment Fund Director Institute. He developed and delivers the post graduate programs in Alternative Assets at IOB (UCD), in Wealth Management in the Masters in Finance at Trinity College Dublin, and on the Certified Bank Director program in Ireland and UK.

Kevin is also deputy chair of the Irish platform one of the largest CLO originators in Europe and is chief executive of GEM Strategic, a specialist consultancy firm.

Jim Connolly

Head of Pensions, Goodbody

Jim Connolly is Head of Pensions Technical with Goodbody and is also Module Coordinator for the Retirement Planning module on the Graduate Diploma in Financial Planning with IOB.

Jim has held many senior roles in the industry and is widely regarded as one of Ireland's leading pension consultants. He has a reputation for challenging the norm and is regularly featured in the media on pension related issues.

Catriona Coady

Head of Tax Wealth Management, Goodbody

Catriona Coady is a Head of Tax Wealth Management with Goodbody and is responsible for assisting clients in developing and implementing their strategic tax and investment goals. She is adept in advising on tax and investment solutions covering estate and succession planning, investment, pension and retirement planning. Prior to working for Goodbody, she spent over 20 years working with big 4 firms providing tax advice to international and domestic clients. She is a CTA, TEP and CFP.

Suzanne Cashin

Head of Retirement Asset Services Brewin Dolphin Ireland

Experienced Head Of Retirement Assert Services, with a demonstrated history of working in the financial services industry.

Skilled in pre and post retirement planning, insurance, investments, and advising High Net Worth Individuals. Business Relationship Management, and Risk Management.

Holder of the international CFP - Certified Financial Planner qualification, and a Masters in Financial Planning from the School of Business UCD.

Una Ryan

Tax Director at Grant Thornton Ireland

Tax planning for small to large family owned businesses which includes business succession, non-filing structures, group reorganisations, restructuring of groups prior to sales to third parties which includes vendor tax due diligences & review of legal documentation (Share purchase & loan agreements) from a taxation perspective.

Extensive experience on estates and trusts for high net worth individuals including anti-avoidance provisions, estate planning and cross border estate tax issues and offshore trusts.