Alan Breen
Investment Manager
Dublin
What attracted you to a career in wealth management?
With 22 years in investment management, my journey began in senior roles at Goodbody and Cantor Fitzgerald Ireland. I hold numerous qualifications like Certified Financial Planner Professional (CFP®), Qualified Financial Advisor (QFA), Specialist Investment Advisor (SIA), and I'm a Registered Stockbroker. A degree in Business Studies from Dublin City University laid the foundation for my career. The idea of helping clients make informed financial decisions and my passion for the industry led me to wealth management.
How do you approach your role on a daily basis?
As an Investment Manager, I've been guiding clients for over two decades. I work closely with them, understanding their unique financial goals and tailoring investment portfolios to match their expectations. Consistent communication and regular reviews help ensure that their objectives remain aligned with their investments. A client-facing role has always been very appealing to me as I value the personal connection and the opportunity to make a significant impact on clients’ financial well-being.
What are your interests outside of work?
Beyond my professional life, I'm an avid sports enthusiast, particularly passionate about GAA, soccer, and golf. These activities help me unwind and stay active. I also contribute to national media on wealth management topics, reflecting my dedication to staying informed and engaged in my field.