Our Team

Gerry O'Connor

Founding Partner

Gerry is a founding partner at Capital Masters and leads the team which specialises in pensions and wealth management.

Sharon Lovie

Operations Manager

Sharon is Operations Manager and co-ordinates the delivery of service offerings from the Capital Masters team to the client.

Mark Rooney

Founding Partner

Mark is a Director of the company having joined in 2005, he is the son of Tom Rooney who originally set up the firm in 1987.

JP Rooney

Mortgage, Life & Pensions Manager

JP is a qualified QFA with deep financial planning proficiency. He has worked with Irish Life and joined Capital Masters in 2013 where he captains the mortgage, life & pensions team.

Richie Kelly

Senior Financial Planning Advisor

Richie is a vastly experienced member of the team, giving both commercial and private client advice on mortgages, life & serious illness cover, investment and retirement planning.

Rosie Martin

Finance Application Process System Manager

Rosie brings a great understanding of client needs to the team, having worked in a family owned business as well as in industry.

Stephen Campbell

Customer Service

Stephen has worked in various customer service roles throughout the years, he brings a new level to the meaning of fast paced customer service.

Keri Martin


Keri has recently joined the team at Capital Masters to work in the finance section.

Peter Martin

Financial Advisor

Peter is a seasoned financial advisor having worked with leading firms in Dublin and Drogheda.

Daniela Rooney

Marketing & Accounts Administrator

Daniela supports the smooth running of client accounts and company marketing.