Our Team at Alpha Wealth

With a Cypriot background and raised and educated in London, Nick has worked in Investment and Private Banking for some of the biggest banks in the world. With over 25 years financial services experience in Cork, primarily working as a Financial Advisor with AIB and Ulster Bank. He has built up extensive knowledge of the financial services environment which he shares with his clients in many different areas of personal finance.

Cliona O’Donoghue is Director of Business Development at Alpha Wealth. She has over 20 years experience in business development primarily in the pharmaceutical industry having worked with large multinational companies. Cliona has been recognised as an elite performer several times over her career for excelling in her role. She holds a BA from (U.C.C.) an MSc. In Multimedia Technology (U.C.C.) and a H. Dip in Management & Marketing (U.C.C.)

Rebecca joined Alpha Wealth in December 2013. She is a graduate of the University of Limerick with an honours degree in Accounting and Finance. Rebecca has worked for large Multinationals both in Ireland and in the Isle of Man.

Rebecca’s previous roles were in broader Insurance markets. Rebecca has been promoted twice since joining the company and is integral to Alpha Wealth’s success leading to a personal achievement Award for Rebecca from the Irish Brokers Association, in October 2015.

Rebecca works as a para-planner dealing with complex issues alongside one of the Senior Financial Advisors.

Tracie joined Alpha Wealth in 2015, previously having completed a Degree in Business Studies and Marketing from CIT. With over 17 years’ of Financial Services experience , 6 of which were in one of Irelands leading banks, Tracie’s role is to manage all functions of the Business in Alpha Wealth. Specifically this would include overseeing the Investment Business through various platforms of Personal, Company & Pension Investors.

Tracie manages client portfolios and is also responsible for liaising with all product providers with which Alpha Wealth has agencies as well as working directly with our Senior Financial Advisors.

Tracie completed her Qualified Financial Advisor qualification in 2016.

David is a qualified and experienced financial advisor with an extensive knowledge of financial services. He is a graduate from UCC with an honours Bachelor Degree in Government. David entered Bank of Ireland in a customer service role in 2014 and quickly progressed to advisor level after completing his Professional Diploma in Financial Advice (QFA) and finally to a Mortgage Specialist for East Cork before making the move to Alpha Wealth to pursue a career in financial planning.

David’s role includes advising in the areas of insurances, pensions and savings and investments. David places a huge value on forming professional and valued relationships with clients from all walks of life, both business owners and individuals, and strives to save them money, make them money and add value at every interaction by providing independent and straight talking financial advice. He is also motivated to keep pursuing further qualifications such as the Professional Diploma in Retirement Planning Advice (RPA) to improve his expertise and credibility in serving Alpha Wealth’s clients.

An experienced marketing executive with over 8 years’ experience in developing and implementing international and national marketing campaigns, Ruth joins Alpha Wealth with a wide variety of experience in a number of industries including tourism and consumer electronics.

Ruth’s most recent position with Otter Products in their EMEA HQ in Cork, as a Senior Brand Manager. Previous to this, Ruth worked as a Senior Digital Marketing Executive with Fónua – Ireland’s leading supply-chain solutions provider to the telecommunications and consumer electronics industry in Sandyford, Dublin. Prior to this, Ruth worked with Tourism Ireland as their marketing executive for Asia and the Middle East as part of the IBEC Global Graduate program for 2 years based in Dubai, United Arab Emirates.

Ruth holds a Postgraduate Diploma in International Business Development and a Bachelors Degree of Commerce International, Chinese Studies and Marketing.

Ciara joined Alpha Wealth in 2022. Having begun her Financial Services career in Retail Banking in AIB, she quickly progressed to the role of Personal Sales Advisor while completing her QFA Designation with the Institute of Banking. Prior to joining the team at Alpha Wealth, Ciara worked as a Financial Planning Administrator with a focus on Life, Pensions and Investment products. Within Alpha Wealth, assists our Financial Planning Advisory team with the management and processing of applications, liaising with both life companies and clients to ensure we continue to deliver a high level of customer service.

Aoife joined Alpha Wealth in July 2024.
After completing her Business Studies degree at Cork Institute of Technology in 2011, Aoife began her career as a financial planning administrator working with several well-respected financial brokers in the South East. It was during this time that she earned her Qualified Financial Adviser (QFA) qualification, further enhancing her expertise in the field.

Within Alpha Wealth, Aoife supports the Financial Planning Advisory team by managing and processing client applications. She acts as a key liaison between life companies and clients, ensuring a smooth and efficient process. Her role helps maintain the high standard of customer service that Alpha Wealth is known for, ensuring clients receive timely and effective solutions for their financial needs.

Aoife is an avid GAA player, having represented her club, college, and county in ladies’ football from a young age. She remains an active member of the Dungarvan ladies football team, showcasing her long-standing dedication to the sport alongside her professional career.

Laurna is a Financial Advisor in Alpha Wealth, where she provides strategic, client-focused financial guidance, specialising in investment planning, protection, retirement strategies, and wealth accumulation. Since joining the firm in March 2024, she has played an integral role across a broad spectrum areas, with a particular emphasis on tailored financial advice and portfolio management.

Currently pursuing her QFA (Qualified Financial Adviser) designation, Laurna is committed to continuous professional development and ensuring diverse portfolio construction and long-term financial goal alignment for her clients. Laurna’s advisory approach is grounded in a strong analytical foundation, stemming from her strong academic background and practical experience developed during her time as a Life, Pensions, and Investment Administrator with Alpha Wealth’s financial administration team.

A proud alumna of Midleton College and University College Cork, Laurna graduated with a degree in Applied Economics in 2023 and completed her MSc in Management and Marketing in 2025. Her academic achievements complement her professional capabilities, equipping her with a well-rounded perspective on both the macroeconomic environment and client-specific financial planning.

Beyond her professional and academic pursuits, Laurna also has a distinguished sporting background. She has represented both Munster and Ireland in hockey and was a UCC Sports Scholarship recipient throughout her university studies.

Josh holds a Master’s degree in Investment and Asset Management from University College Cork, where he graduated with First Class Honours. He also achieved his Qualified Financial Adviser (QFA) designation through the LIA, earning 71% in Regulation and 78% in Investments, with Life Assurance and Pensions examinations due in May 2025.

During his studies and early career, Josh has accrued a broad range of experience across the financial services sector. He began as an Operations Assistant with ARIA Private Clients Ireland, supporting day-to-day investment and wealth-management operations. He went on to specialise in credit and structured products at Alter Domus, before taking on the role of Fund Manager for the UCC Student Managed Fund, where he oversaw real-money portfolios over a nine-month period.

Josh joined Alpha Wealth in November 2024 as part of the Life, Pensions and Investments team. In his current role, he works closely with clients to develop bespoke pensions, life-assurance and wealth-building strategies. His analytical approach and varied industry background enable him to deliver clear, practical advice that helps clients achieve their long-term financial goals. Josh is currently pursuing his QFA certification

Margaux Pensier is a qualified and experienced financial advisor with a strong background in financial services.

She holds a Bachelor’s Degree in Information & Communication Science from Nice Sophia Antipolis University in France.

Margaux began her career in 2015 and quickly progressed to advisor level after earning her Professional Diploma in Financial Advice (QFA). She later specialized as a Retirement Planning Advisor, deepening her expertise in long-term financial strategies.

Throughout her career, Margaux has advised clients on a range of financial matters, including insurance, pensions, savings, and investments. Today, she works as a para-planner, handling complex cases and collaborating closely with our Senior Financial Advisors to provide tailored financial solutions