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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

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