Company

LOM Financial

Position

Chief Investment Officer

Index

Trusts, Structuring & Offshore

Location

Hamilton

Advice type

Investment management

Portfolio management

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Bryan Dooley

Spear’s Review

Client-focused chief investment officer Bryan Dooley of LOM Financial is a seasoned financial services professional with a record in developing and implementing investment strategies and portfolio-building for HNWs, corporates, finance professionals, institutional clients and trusts.

Dooley is ‘focused on generating superior, documented results’ for clients by providing expertise in investment decision-making for performance-orientated mutual funds and individual portfolios.

He advises on a range of services, from financial planning to investing – for growth and/or income – to portfolio management, and says that nearly all of his clients have more than $30 million in investable assets, though he also has HNW clients.

Rank: Top Recommended

Top Recommended 2023, Trusts, Structuring & Offshore

Share on