Wealth Management Conference 2024

Kevin McConnell

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.

Andrea McNamara

Director, Private Client law, EY Law Ireland

Andrea McNamara is a director in Private Client law with EY Law Ireland.  Andrea advises Irish and international individuals, families and family businesses in relation to all aspects of wealth planning, Wills, trusts and succession planning. She has extensive experience advising in relation to contentious trust and estate matters and on all aspects of charity law, from advising charitable bodies to advising individuals and corporates in relation to charitable giving.

Andrea is a solicitor and former barrister, a Chartered Tax Adviser (CTA) and a member of the committee of the Irish branch of the Society of Trust and Estate Practitioners (STEP).  Andrea is a regular speaker and contributor to publications in her area of expertise. 

Brian O’Malley

Senior tax manager, Private Client Tax Services, EY

Brian O’Malley is a senior tax manager in Private Client Tax Services with EY.  Brian has a broad range of experience, both domestic and international, in advising high net worth individuals and their families on a wide range of matters including governance, structuring, strategic tax planning and family office advisory.

Brian also works closely with clients advising on residency planning and cross border tax and estate matters. Brian is a Chartered Accountant and Chartered Tax Adviser. Brian is also a member of the Society of Trust and Estate Practitioners (STEP) and holds a Qualified Financial Adviser (QFA) designation with the Institute of Bankers.