Our Team at Alpha Wealth

We at Alpha Wealth have over 60 years combined financial services experience between us.

Meet Our Financial Management Team

The financial management team at Alpha Wealth have over 60 years of combined financial services experience between them. Nick Charalambous, Managing Director of Alpha Wealth describes the team in the following words “I am delighted with the blend of skills and attributes of each member of the team brings. Their passion and work ethic has helped ensure that Alpha Wealth continues to be the leading financial advisory firm in Ireland.”

Our highly experienced financial advisory team can provide you with clear and impartial financial advice. We are here to help you and work with you to ensure you get the best financial advice and support possible no matter what stage of your financial lifecycle.

Nicholas Charalambous
Managing Director
Nicholas Charalambous
Managing Director

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.

Get In Touch with Nick
Cliona O’Donoghue
Director of Business Development
Cliona O’Donoghue
Director of Business Development

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.)

Get In Touch with Cliona
Rebecca O’Callaghan QFA
Financial Services Director
Rebecca O’Callaghan QFA
Financial Services Director

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.

Get In Touch with Rebecca
Tracie Mooney
Financial Services Manager
Tracie Mooney
Financial Services Manager

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.

Get In Touch with Tracie
David Looney
Senior Financial Advisor CFP® & QFA
David Looney
Senior Financial Advisor CFP® & QFA

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.

Get In Touch with David
Ruth Murray
Senior Marketing Executive
Ruth Murray
Senior Marketing Executive

An experienced marketing executive with over 7 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. Before 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 a Bachelors Degree of Commerce International, Chinese Studies and Marketing.

Get In Touch with Ruth
Ciara Tyrell
Senior Life and Pensions Administrator
Ciara Tyrell
Senior Life and Pensions Administrator

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, she will assist 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.