Gavin was appointed as CEO Davy & Wealth and Executive Director of the Davy Board in November 2024. He is also the head of the Wealth and Insurance division of Bank of Ireland Group. Prior to assuming the CEO role, Gavin was Chief Executive of Corporate and Commercial Banking in Bank of Ireland. He also previously served as the Interim Group Chief Executive of the Bank of Ireland Group as well as the Chief Executive of Retail Ireland. He holds a Commerce Degree and an MBS from University College Dublin, and is a Certified Bank Director and a Fellow of the Institute of Banking. He is also the current President of the Institute of Banking.
Karena was appointed as CFO of Davy in 2023 and as an Executive Director of the Davy Board in January 2024. Prior to joining Davy, Karena was Integration Director at Bank of Ireland Group, overseeing the integration of Davy with Bank of Ireland following its acquisition. Karena has extensive financial services experience having held a range of business, finance, mergers & acquisitions, and transformation roles in Bank of Ireland Group, Finance Ireland, IBI Corporate Finance and KPMG. She is a group Non-Executive Director of New Ireland Assurance. Karena is a Chartered Accountant and holds undergraduate and master’s degrees in accounting from University College Cork and University College Dublin respectively.
Pat is Head of Wealth Management with overall responsibility for Davy’s wealth division, which manages and administers €29 billion of client assets (as at 1st January 2024) and includes Private Clients, Davy Select’s intermediaries and direct-to-consumer business, Credit Unions and our UK wealth business. Previously Pat was Head of Davy Private Clients where he led specialist teams working with family offices, high-net-worth individuals, charities, and private companies. With over 35 years in the financial services industry, Pat has also worked in banking, investment and insurance. Prior to Davy, Pat worked with Accenture and Lehman Brothers. He has an economics degree from University College Cork, an MSc in Investment and Treasury from Dublin City University and is a registered stockbroker.
Orla joined Davy in 2019 as Chief People Officer. She started her career with Marks & Spencer in the UK as part of their graduate management development programme. She worked in various locations in the UK before being asked to move to Dublin where she was involved with setting up the Grafton Street store. After Marks & Spencer, Orla moved to Coca-Cola where she set up a shared services organisation to service Europe, Middle East and Africa encompassing change management and working with 16 different nationalities on the management team. In 2003, she moved to Deloitte as Head of HR where she spent 16 years overseeing a period of huge growth and change.
Declan joined Davy in 2015 as Head of Financial Planning and was appointed Head of Private Clients in February 2023. Prior to joining Davy, Declan worked as a Consulting Actuary at Mercer before heading up the client team for Mercer’s fiduciary management offering in Ireland. Declan has over 20 years’ experience in financial services and is a Qualified Financial Adviser and a Fellow of the Society of Actuaries in Ireland.
Donough joined Davy in 2019 as Chief Investment Officer. Donough has overall responsibility for Davy’s wealth management portfolios, encompassing asset allocation, manager selection and portfolio construction. Prior to joining Davy, he was Managing Director in the Investment Strategy Group at Goldman Sachs in London where he was responsible for advising clients and overseeing client portfolios in the private wealth management division across Europe, Middle East and Africa. Donough joined Goldman Sachs in New York in 2000, working in investment research and strategy. He earned a PhD in Mathematics and a MS in Finance from the University of Illinois at Urbana-Champaign in 2000, and graduated from University College Dublin with a MSc in Mathematics in 1993.
Rachael joined Davy in 2020 and is Head of Strategy, Brand & Marketing. Rachael is responsible for formulating Davy’s multi-year strategy and leading our brand, marketing, digital, communications, and research functions. Prior to joining Davy, Rachael was Head of Group Strategy at AIB. Her early career was spent in professional services, specifically strategy and economic consulting. She holds a BA from Dublin City University in International Marketing and Languages and an MBS from the University of Limerick.
Ciaran joined Davy in 2011 as founder of the Davy Select business unit which (as of 1st January 2024) has over €6 billion of client assets. He was appointed Head of Retail and Wealth Operations in February 2023. Ciaran has responsibility for front- and middle-office operations across our wealth management division, together with P&L responsibility for the Davy Select business. Ciaran has extensive technology and financial services experience, having held senior commercial and operational roles in multinational firms such as DCC, 3Com and KeyTronic. He holds a BA in Business from Dublin City University and is a registered stockbroker.
Caitríona joined Davy in 2019 as Chief Financial Officer and was appointed Chief Risk & Regulatory Officer in February 2021. Prior to joining Davy, Caitríona was the Treasurer for Europe, Middle East and Africa at Deutsche Bank AG. Caitríona has extensive experience in the area of financial services regulation and has worked in trade associations and banks in London, Frankfurt, Brussels and Washington DC. Caitríona is Chair of the Davy UK board and is a member of the board of the Guinness Enterprise Centre.
Damian joined Davy in 2013 as Head of Client Strategy and was appointed Head of Capital Markets in September 2022. Prior to joining Davy, Damian was Managing Director at RBS / ABN AMRO Hoare Govett where he spent 17 years in a range of roles including equity product distribution, corporate broking and research. He started his career as a credit analyst in Ulster Bank Group. Damian is a Fellow member of the Association of Chartered Certified Accountants, holds a BSc (Mgmt), and is a Chartered Director. He was a non-executive director of the Irish Stock Exchange board for four years and is a member of the Davy UK board.
Cathal joined Davy in 2018 as Chief Operating Officer, with responsibility for operations, technology, data & analytics, information security, change management, and business services. Before joining Davy, Cathal was a Director of Technology at Flutter Entertainment, managing technology teams across Europe, and prior to that he worked in the global logistics industry with Aramex International. Over the past 30 years, Cathal has worked across six industries, moving through senior and director level appointments in technology, business development, supply chain, and e-commerce. He has a degree in Technology from Dublin City University and an MBA from University College Dublin.
The Board of Directors of J & E Davy Unlimited Company and J & E Davy Holdings Unlimited Company:
