Meet Our Team

Gerard O’Brien has built a distinctive and invaluable background in law, investment advisory and international financial advisory.

For the past 24 years, he has been guiding clients globally through the various complexities associated with financial planning and wealth management. Gerard has built a strong reputation for delivering high-quality advice and excellent results for clients.

From 2008 – 2015, Gerard was a Senior Advisor at Bank of Ireland Private Banking, where he advised clients in all areas of investment management, retirement and succession planning.

From 2000-2007, Gerard was a Senior Advisor to clients based in Europe, Africa and the Middle East, where he advised on investment opportunities, estate succession and tax efficient structures with the leading global advisory firm, HSBC Private Banking. Gerard is qualified to the highest levels in law and finance, both in Ireland and Internationally. He has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, considered to be the world’s most prestigious financial planning qualification. Gerard is a member of the Financial Planning Standards Board (FPSB Ireland) and The Institute of Banking.

Financial Qualifications

  • CERTIFIED FINANCIAL PLANNER™ CFP® – Financial Planning Standards Board Ireland
  • Graduate Diploma in Financial Planning – University College Dublin
  • Qualified Financial Advisor QFA – The Institute of Banking (Ireland)
  • Corporate Finance – Chartered Institute for Securities & Investments (UK)
  • Financial Planning Certificate – The Chartered Insurance Institute (UK)

Legal Qualifications

  • Law Degree LL.B (Hons)
  • Masters of International Commercial Law (LL.M)

Karen O’Brien

Karen O’Brien joined Heritage Wealth Management in January 2018 as Client Services Manager. Having previously held roles including Branch Manager and Relationship Manager at HSBC Bank International in the Channel Islands, as well as having worked within the banking sector in Ireland for Halifax Bank of Scotland; Karen has built a wealth of experience within the finance industry and is passionate about delivering the highest levels of service to our clients.

Susan McGrath

Susan McGrath is a Qualified Financial Advisor with over 12 years’ experience within the financial services industry. Susan joined Heritage Wealth Management Limited in 2021 as Senior Wealth Management Administrator having previously worked in a reputable, long-standing financial planning firm in Cork. Susan has a vast amount of financial planning experience and her Bachelor of Business Studies Degree (BBS), and Qualified Financial Advisor (QFA) designation mean that she is able to offer our clients the highest levels of service and expertise.