Our Team

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

Meet Our Team

The Team at Alpha Wealth have over 60 years 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 continue to be the leading financial advisory firm in Ireland.”

Our highly experienced team can you 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 is managing and overseeing all aspects of Alpha Wealth but also working 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 Qualified
David Looney
Senior Financial Advisor CFP & QFA Qualified

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
Kelvin Long
Financial Services Administrator
Kelvin Long
Financial Services Administrator

Kelvin joined Alpha Wealth in 2023. Kelvin started his Financial Services career working as customer advisor and cashier at Bank of Ireland in 2021. Kelvin is in the process of sitting exams in order to obtain his QFA designation. He is responsible for all aspects of the administration department, business pipeline & compliance for Alpha Wealth.

Get In Touch with Kelvin
Keenan Cunningham
Marketing and Business Development Manager
Keenan Cunningham
Marketing and Business Development Manager

Keenan has a great passion for Marketing and Business Development. He has completed a Bsc (Hons) degree in International Business with French at Cork Institute of Technology in 2020. Keenan’s role at Alpha Wealth is to manage the Marketing and Business Development functions.

This will include overseeing all social media platforms such as LinkedIn, Facebook, Instagram, Tik Tok, and Twitter. Keenan began his journey at Alpha Wealth as an intern and is now determined to help grow Alpha Wealth’s presence in the market. Keenan has been recognized by Cork Chamber of Commerce for his content creation capabilities.

Get In Touch with Keenan
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.