Company
Position
Chief Investment Officer
Index
Trusts, Structuring & Offshore
Tax & Offshore
Location
Hamilton
Advice type
Investment management
Portfolio management
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Bryan Dooley
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 building portfolios for HNWs, corporates, finance professionals, institutional clients and trusts.
Based in the firm’s Bermuda office, 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.
Rank: Recommended

Recommended 2024, Trusts, Structuring & Offshore