Dr Alan O’Sullivan

Dr Alan O’Sullivan CFP® TEP

Managing Director

Alan is the founder and Managing Director of Priya Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of client facing experience. He recently completed the prestigious STEP Diploma in Trust & Estate planning through the Law Society of Ireland and the Society of Trust and Estate Practitioners (STEP). Along with the QFA and CFP® designations, he is also a Trust & Estate Practitioner (TEP). Alan holds a Doctorate in Finance from Maynooth university where his PhD research focused on optimal portfolio construction. He is regularly invited as a guest lecturer at Maynooth University and University of Galway. Alan is a senior lecturer in Dublin Business School and has delivered the MBA (Global Financial Markets) since 2018.

Alan is the head of investment strategy within the firm and together with our independent investment committee colleagues, devises all the firm’s investment strategies. He began his career as a Quantity surveyor and holds master’s degrees in finance from Dublin City University and University College Dublin. Alan is a member of the Institute of Bankers (IOB), Financial Planning Standards Board (FPSB), Financial Planners of Ireland (FPI) and Society of Trust and Estate Practitioners (STEP).