Investment Approach

Joe has worked more than 25 years in financial markets principally in Switzerland helping families from all over the world to develop effective strategies for growing, preserving and passing on wealth. Joe has been a visiting researcher with the Brevan Howard centre for financial stability at Imperial College London and is widely published on international economics & financial markets. 

Bernard is the Chief Investment Officer for Goodbody Wealth Management and is responsible for investment in equity collectives in Model Funds. As CIO, Bernard formulates and implements the global investment strategy and chairs the Asset Allocation Committee. He also leads the investment research team. Bernard joined Goodbody in 2002 and has over 30 years investment management industry experience.

Elizabeth Geoghegan Head of Fixed Income Strategy. Elizabeth joins from Mediolanum International Funds where she worked as a Fixed Income Portfolio Manager, co-managing €4.5 billion AUM. Prior to this Elizabeth worked as a Fixed Income Fund Manager with Goodbody Asset Management where she won Female Fund Manager of the Year in 2018 at the Women in Finance Ireland Awards.

David is a Chartered Surveyor with over 25 years’ experience in the property and financial services industries. David is Head of Property and a member of the Asset Allocation Committee. David is a Member of Royal Institution of Chartered Surveyors and a Member of Society of Chartered Surveyors Ireland. David is a Member of Council of Property Industry Ireland.

Brian is a Senior Equity Analyst in Goodbody Wealth Management since 2007 and is a member of the Equity Committee. He is responsible for the healthcare, materials, energy, infrastructure, utilities and telecoms sectors. Brian has 25 years’ experience in international business, venture capital investment and investment research.

Jude is Head of Investment Selection in Goodbody Wealth Management. He is responsible for identifying, selecting and monitoring funds most suitable for Goodbody model and client portfolios as well as maintaining and developing fund due diligence processes. Previously, Jude was a Senior Research Analyst from 2012 to 2022 at the firm. He has 22 years’ investment management experience.

Sebastian joined Goodbody Wealth Management in 2015. He chairs the Equity Committee and is a member of the Asset Allocation Committee. Sebastian has over 20 years of investment management and research experience across a variety of asset classes, sectors and geographies.

Bringing extensive direct client and research experience, Sarah’s role as Co-Head of Investment Solutions focuses on designing and implementing bespoke investment strategies across a wide range of high net worth clients and providing continuous portfolio oversight. With over 10 years’ investment experience, Sarah regularly presents on national media. Sarah holds a Masters in Finance and Capital Markets and a degree in Business Studies from DCU.

Chris Weldon has been with Goodbody since 2014 and co-heads the Investment Solutions team with a focus on risk management and analytics. Chris graduated from Trinity College Dublin 2013 with a BSc in Management Science and Information Systems and an MSc in Finance.