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, 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.

Kerri holds both a BA and a master’s degree in management and marketing from University College Cork (UCC). While completing her studies, Kerri gained experience working in sales and service management.

Kerri is currently applying her skills at Alpha Wealth. In her role within Business Development, Kerri contributes to the company’s expansion efforts and assists in Marketing strategies and campaigns. Her responsibilities extend to the financial administration sector, where she manages financial operations and supports the company’s financial services. Kerri’s dual role allows her to blend her marketing and management expertise with financial insight.

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 will support the Financial Planning Advisory team by managing and processing client applications. She will act as a key liaison between life companies and clients, ensuring a smooth and efficient process. Her role will help 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 distinguished alumna of University Colle Cork, graduating in 2023 with a degree in Applied Economics, having transitioned into university following her studies in Midleton College. Currently, Laurna is currently pursuing her MSc in Management and Marketing.

Commencing her journey with Alpha Wealth in March of 2024, Laurna will contribute her skills to both the administration and marketing teams. Her professional focus centres around digital marketing, driven by her interest in leveraging its potential to enhance financial literacy and awareness.

In addition to Laurna’s academic achievements, Laurna also boasts a successful sporting background and has been proud University College Cork Sport Scholarship recipient since 2020. Laurna has proudly represented both Munster and Ireland in hockey, and has played at a senior level in both school and club since the age of 13. Laurna has also served as the Manager of the Munster U18 Interprovincial Team, and has held the esteemed position of Captain within the University Collee Cork Hockey Club