Credit Unions

With over 28 years' experience, Michelle is a member of the senior management team and heads up Wealth Advisory. Michelle has extensive private client experience and provides advisory, investment, corporate governance and treasury management advice to private clients, not for profit and charitable organisations, friendly societies and pension trusts. Previously, Michelle was a Partner with BDO Accountants and a Director in Davy for over 18 years.

Gerard Moore joined Goodbody in 2018 as Investment Director with responsibility for the strategic investment management of client portfolios. He joined from Investec where he was Head of Irish Equity Research, covering a range of Irish stocks. Previously he worked with Merrion Capital, Societe Generale in Paris and Deutsche Bank in London focusing mainly on European equities. He has more than 15 years’ experience working in financial services. 

Brendan Cotter was appointed Head of Credit Union Business in June 2006 and has since developed many long term relationships between credit unions and Goodbody. Brendan has significant credit union experience having managed Fermoy Credit Union for 16 years. He is a founder member of the Credit Union Managers Association (CUMA) and served on its national executive from 2004 to 2006. He also served on the ILCU rationalisation committee.

Stephen has 15 years’ experience in the financial services industry and is responsible for ongoing reviews and monitoring of credit union investment portfolios including recommendations on investments. Stephen heads up the Structured Products Team which provides structured product solutions to private clients and product alternatives to the Credit Unions. Stephen designs bespoke investment products in line with the legislative and regulatory environment within which the Credit Unions can operate.

Melanie has over eight years' experience working in the financial services industry. Her previous work experience includes Bloxham Stockbrokers, where she worked on the private client team for over four years and Zurich Life Assurance, prior to joining Goodbody in 2014. Melanie has obtained a Bachelor of Commerce Degree, a Professional Certificate in Stockbroking and Asset Management and also holds a Professional Diploma in Financial Advice.

With over 16 years’ experience, Karen is responsible for the set-up and ongoing administration of client asset accounts for credit unions, corporate and individual clients. Karen also has extensive knowledge and experience in the areas of Financial Planning, Wealth Management, Life Assurance and Pensions. Karen manages the day to day communication with our clients and is a Qualified Financial Advisor and Fellow of the Life Insurance Association.

Simon has over 3 years’ experience in the financial services industry, working in middle office here at Goodbody since 2018 before starting his current role in late 2021. Simon holds a First Class Masters in Finance from TU Dublin and a Bachelor in Economics from University College Dublin. He is currently working towards both stockbroking and QFA qualifications through the Institute of Banking.