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Portfolio Construction

At Davy, our Portfolio Construction team designs multi-asset portfolios for our clients using a mix of assets, tailored to individual risk and return objectives.

Eoin Corcoran

Head of Portfolio Construction

Eoin has over 10 years of experience in the financial services industry and has worked at Davy since 2005. As Head of Portfolio Construction, Eoin is responsible for the structuring and risk management of Davy client investment portfolios. Eoin has previously worked within our Portfolio Management division managing individual client portfolios. Eoin is a CFA Charterholder and a member of the CFA Institute and a member of the Chartered Institute of Management Accountants in Ireland. He is a graduate of University College Cork where he received a BSc in Finance and a MBS in Accounting and Corporate Finance.

Peter Daly

Senior Portfolio Construction Analyst

Prior to joining Davy in 2013, Peter worked within planning and analysis in Citibank and was a Senior Associate with KPMG. In Davy, Peter is responsible for portfolio analysis including performance measurement and risk management. He is also responsible for ensuring that client portfolios are implemented effectively and works closely with Portfolio Managers in resolving investment issues. Peter holds a degree in Electronic Engineering from University College Dublin, is a CFA Charterholder and a member of the CFA Institute, is a Chartered Accountant (ACA) and member of the Institute of Chartered Accountants in Ireland and member of the Institute of Bankers in Ireland.

Patrick McLaughlin

Portfolio Construction Analyst

Patrick joined Davy in 2013 and is a Portfolio Construction Analyst. His responsibilities include conducting portfolio analysis with a strong focus on asset allocation, performance and risk management. He works closely with the Investment Strategy and Investment Selection teams to ensure Davy’s client portfolios deliver on their objectives and acts as a point of contact between the Portfolio Construction team and Portfolio Managers on all investment issues. Patrick holds a degree in Civil & Structural Engineering from Trinity College Dublin and an M.Sc. in Computational Finance from the Kemmy Business School at University of Limerick. Patrick is a member of the Institute of Bankers in Ireland.