Chief Investment Officer
Trusts, Structuring & Offshore
Hamilton
Investment management
Portfolio management
Financial Services
Wealth Management & Private Banking
Wealth adviser
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