Life & Pensions Administrator
Tracey is responsible for sales support, administration and client servicing here at Quintas Wealth Management.
Having joined the team in August 2021, Tracey’s previous experience has been primarily within the investments world.
She has acquired experience in the Alternative Investments space working in a MiFID regulated investment firm as well as servicing internationally domiciled funds such as Multi Asset, Global Equity, Money Market & Hedged funds.
Qualifications & Previous Roles
Tracey recently attained the Professional Diploma in Financial Advice (QFA) designation from the Institute of Banking. She is a graduate of Cork Institute of Technology with an Honours Degree in Business Studies.
Client Servicing, Transfer Agency, Operational Process Improvement, Financial Services.
Phone: 021 464 1480
What our clients say about Quintas
"I would like to express my thanks for the work you have done for me over the past years. The expertise and attention to detail with which you have handled my financial affairs could not be faulted. Particularly reassuring to me is the feeling of c..." Read more
- John Riordan | Director of Support | Shopify
"I have been dealing with Anne O’Doherty in Quintas Wealth Management for over 10 years, i would strongly recommend their services based on professionalism , friendly manner and a strong track record on investment performance."
- Helen Down | Ballincollig
"Having dealt with Quintas Wealth Management over 6 years for protection, Investments and Pensions I would have no problem in recommending them based on their professional and efficient service."
- Derek Goggin | Chief Financial Officer | Teamwork
"I have dealt with Anne O’Doherty in Quintas Wealth Management for the last 6 years and I would strongly recommend them based on their professional, efficient and friendly service and most importantly their track record with our investment portfolio." Read more
- Brian Robinson | CTO | Dataworks Limited
"I and clients of mine have availed of the excellent services of Quintas Wealth Management, led by Anne O’Doherty. I have no hesitation in recommending Quintas Wealth Management."
- John Boylan | Partner BDM Boylan Solicitors
"I have been dealing with Anne and her team in Quintas Wealth Management for the last 10 years . I would recommend Quintas Wealth Management because of their transparency on a range of investment ideas within my pension fund .i would have no hesita..." Read more
- Dr Rose Curtin | Elmwood Medical Centre
"I have been a client of Quintas Wealth Management since its establishment in 2005 and over the last 16 years the team have provided me with invaluable advice in a very efficient and professional manner."
- Dr Sean Mc Carthy | Dentist
"I have been a client of Quintas Wealth Management since 2013 and have always found their process and approach to clients very professional As an accountant I feel this is of utmost importance when referring my clients to Quintas Wealth Management. "
- Aidan Mc Avinue | Accountant
"Protecting our family was at the forefront of our mind when we engaged with Quintas Wealth Management. What we came away with is a far more robust financial plan based on a complete analysis of our financial situation. We cannot thank the team eno..." Read more
- Gino & Nicola Lee | Director | Parbo Limited
"I originally engaged Anne and her team to assist with setting up my pension and retirement planning. However, I received far more than that and now have a much broader, well-thought out and organised financial plan that really gives me peace of mind."
- Monica Holland | Director | Cloghroe Pharmacy
"We have had the pleasure of dealing with Quintas Wealth Management over the past year. Without doubt we feel we have benefitted from the most astute financial advice combined with exceptional customer service."
- Pat Mullins | Partner | BDM Boylan Solicitors LLP
"Anne O’Doherty has been our financial advisor for the past 6 years . she listens to our requirements and our long-term goals and has provided us with a comprehensive plan of action. Anne has always offered sound financial advice based on our inv..." Read more
- Peter Murphy | Director & General Manager | Apple Operations Limited
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