For over 17 years we have advised clients from a broad range of business sectors, private individuals, business leaders, credit unions, sports clubs, charities and not for profit organisations with diverse and unique needs and objectives and helped them develop and execute financial plans and chart a more stable and secure financial future.
Brian Duffy, FCMA, CGMA, MBA, CB, QFA
Director & CEO
Brian is a Fellow Chartered Management Accountant (FCMA) with over 25 years experience in the finance sector. Brian possesses a wealth of knowledge, experience and empathy for each unique client in the everchanging and evolving financial landscape of today. Brian holds a B.Comm. degree from University of Galway, an MBA from Manchester Business School and through the Institute of Bankers in Ireland has the QFA, Chartered Banker and Professional Certificate in Responsible and Sustainable Finance.
Brian has held a number of voluntary positions in the past, including being a member and past chairperson of the board of directors of SCCUL Enterprises CLG, a former member and past Chair of Chartered Institute of Management Accountants (CIMA) West Ireland, and participated as an ICE Mentor on the University Of Galway ICE Program for business undergraduates. Brian still mentors undergraduates through offering placement/work experience.
Ailbhe Duffy
Director & Financial Administrator
Ailbhe brings the experience of working in a variety of global multi-national companies finance departments in Milan, Dublin and Galway including Whirlpool, Siebel Systems and Oracle to the team. She holds a Bachelor of Arts International Degree from University of Galway and a higher diploma in education from Hibernia College.
Chloe Thornton, QFA
Financial Planning Assistant
Chloe joined the company in September 2025 as an Apprentice Financial Advisor and recently received the Qualified Financial Advisor (QFA) qualification from the Institute of Bankers (IOB) in Ireland. She is a graduate of University of Galway and holds a Bachelor of Commerce degree. After graduating, Chloe worked with AIB Bank for two years within the banking sector followed by six years working abroad in the Cayman Islands hospitality sector, where she developed strong client-facing experience in fast-paced hospitality roles. Chloe brings experience from both financial services and the hospitality sectors to her role as a Financial Planning Assistant.
Introducing Our 2026 Summer Intern
Joseph Rozier: Summer Intern | June–July 2026
Joseph joined the team as Summer Intern for 2026. Originally from New Jersey, USA, he is a senior-year student at Rowan University pursuing dual Bachelor of Science degrees in Accounting and Finance while also completing an accelerated Master of Science in Finance program. Prior to joining Tri Everest, Joseph gained experience as an Accounting Intern with the New Jersey State Treasury and serves as Vice President of his university’s Financial Management Association.
During his internship, Joseph is gaining hands-on experience across a range of administrative, research and client-support activities while working alongside the team. Through this opportunity, he is developing practical skills and broadening his understanding of the financial services industry.
We are delighted to welcome Joseph to the team and wish him every success in his future studies and career.