About Kevin

About Kevin​

Wealth Manager – Helping Individuals & Families Make Smarter Financial Decisions

Kevin Elliott is a trusted financial expert with  over 18 years of experience advising leading financial institutions across Dublin, London, New York, and beyond. His career includes senior roles at Bank of America, Bridgewater Associates, RBS, and CIBC, where he specialised in solving complex challenges in quantitative finance and risk management.

Now based in Ireland, his mission is to educate and empower others to make informed financial decisions, enabling them to build and preserve true wealth. He works with individuals and families to help them manage cash flow, invest tax-efficiently, and plan for the next generation with confidence.

Kevin holds degrees in Economics and Finance, and Financial Planning from University College Dublin, along with an MBA from Imperial College London. He combines deep technical expertise with practical insights to help clients navigate their financial journey with clarity and purpose.

Kevin Elliott portrait

About Kevin​

Wealth Manager – Helping Individuals & Families Make Smarter Financial Decisions

Kevin Elliott is a trusted financial expert with  over 18 years of experience advising leading financial institutions across Dublin, London, New York, and beyond. His career includes senior roles at Bank of America, Bridgewater Associates, RBS, and CIBC, where he specialised in solving complex challenges in quantitative finance and risk management.

Now based in Ireland, his mission is to educate and empower others to make informed financial decisions, enabling them to build and preserve true wealth. He works with individuals and families to help them manage cash flow, invest tax-efficiently, and plan for the next generation with confidence.

Kevin holds degrees in Economics and Finance, and Financial Planning from University College Dublin, along with an MBA from Imperial College London. He combines deep technical expertise with practical insights to help clients navigate their financial journey with clarity and purpose.

Kevin Elliott portrait