About Kevin
professional
Your Personal CFO — Engineering Wealth. Enabling Freedom
Kevin Elliott is a trusted financial expert with over 18 years of experience advising global financial institutions across Dublin, London, New York, and beyond. His career includes senior roles at global financial institutions like Bank of America, hedge funds such as Bridgewater Associates, and other leading firms — where he specialised in investment design, structured products, quantitative risk, and strategic portfolio planning.
Now based in Ireland, Kevin works with individuals, families, and business owners to bring structure, clarity, and strategy to every part of their financial life — from cash flow and tax planning to retirement, investing, and legacy building.
A distinguished career built on a first-class academic foundation and driven by intellectual curiosity, Kevin is a Certified Financial Planner™ (CFP®) — the globally recognised standard of excellence in financial planning. His qualifications include:
- MBA, Imperial College London
- BSc. Economics & Finance, UCD
- Postgraduate Diploma in Financial Planning, UCD
- European Financial Advisor™ (EFA)
- Qualified Financial Adviser (QFA)
- Associate Professional Risk Manager (PRMIA)
With a rare combination of institutional expertise and real-world financial insight, Kevin partners with clients to navigate complex decisions — so they can protect what they’ve built, plan confidently for the future, and build lasting wealth with purpose.
top tier global experience
Personal
I’m married to Aisha, and we have four wonderful young children — all still at the pre-school stage, so life is full, noisy, and full of joy.
I grew up in a family business, which shaped a strong sense of responsibility and sparked a lasting interest in people — their stories, goals, and decisions.
After college, I spent several years abroad. But when we started our family, the pull back to Ireland became stronger. It has its faults, sure — but it’s still an incredible place to raise children, and we’re grateful to be here.
I’m a passionate sports fan and a firm believer in the power of education. I lead the Paul Elliott Mathematics Scholarship Programme in my old school, St Eunan’s College in Letterkenny — a small way to give back to the community that gave me so much.
