Rob Downey - Founder & Managing Director
Rob has over 23 years experience in financial services, having worked at a senior level within a number of the leading companies in the area of wealth management in Ireland. He is fully focused on giving clients and their families clarity on their financial future to ensure it is bespoke to their needs and wishes.
Education & Affiliations
Masters in Investment Treasury & Banking
Grad Diploma in Financial Planning
Trust & Estate Practitioner
Society of Trust and Estate Practitioners, Full Member
Financial Planning Standards Board Ireland (FPSB), Member
Life Assurance Association, Member
CERTIFIED FINANCIAL PLANNER™ professional
Qualified Financial Adviser
Jess Govan - Paraplanner
Jessica has degree in Hospitality Management which compliments her strong administration and customer service background. She has 7 years’ experience working in the Financial Services industry. Through her tax qualfications she has also spent time helping and advising people with their day to day tax affairs.
Education & Affiliations
Qualified Financial Adviser
TMITI Tax Technician
Colleen Doyle - Head of Operations
Colleen is an accomplished professional bringing 10 years of financial services experience to the Fortress team.
With a passion for operational enhancement and practice management, Colleen understands how these important factors play a significant role in ensuring an excellent client experience.
Education & Affiliations
Qualified Financial Advisor
Bachelor of Business Studies (Hons)
Auctioneering & Estate Agency
Marie Lane
Marie is a fellow of the Institute of Chartered Certified Accountants and an Associate of the Institute of Taxation in Ireland having graduated as a Registered Tax Consultant. Marie worked in industry for 12 years and was Finance Director of a leading Services Group for 5 years, before taking up the challenge of setting up in practice and working with a large range of clients.
Education & Affiliations
• Chartered Tax Advisor
• Chartered Certified Accountant
John O’Connor
John is a fellow of the Institute of Chartered Accountants in Ireland and is also an Associate of the Irish Institute of Taxation having graduated as a Registered Tax Consultant. He was Managing Director within a large manufacturing group for 10 years and brings this extensive experience and wealth of commercial knowledge to the practice.
Education & Affiliations
• Chartered Tax Advisor
• Chartered Accountant
Paula Downey - Compliance Consultant
Paula has 25 years industry experience in financial services, including roles as Head of Compliance in Davy, Pershing Securities International Limited, ABN Amro Stockbrokers (Ireland) Limited, HSBC Securities Services as well as being a Director in KPMG’s Regulatory Advisory practice.
Education & Affiliations
• Law degree (L.LB) from Trinity College Dublin
• Fellow Institute of Chartered Accountants in Ireland (FCA)
• Fellow Chartered Institute for Securities & Investment (FCSI).
• Registered Stockbroker
• Approved Product Adviser (APA)