Adam Masterson
Wealth Management Associate @ deVere Spain
About
Drawing on a BSc in Sustainability and a passion for personal finance, I help Irish and European expats navigate the complexities of cross-border wealth management. As a Wealth Management Associate at deVere Group, my passion lies in building resilient, forward-thinking financial strategies that harmonize with responsible, ESG-driven investment principles and the unique challenges of cross-border living. My expertise bridges the institutional and personal: - I connect clients to leading financial advisors and exclusive investment opportunities, including ESG-focused and sustainable options. - I work closely with individuals and families to understand their unique situations while offering guidance on pension transfers, efficient tax planning, asset diversification, and holistic wealth preservation. - I prioritize clear, trustworthy communication so clients feel confident, engaged, and supported at every stage of their financial journey. If you want to strengthen your financial future, align your investments with your values, or explore sustainable ways to grow your wealth, let’s connect and discuss how I can support your goals. If none of these issues are of concern to you, then following me will still provide: - Actionable insights into structuring your finances for long-term success and peace of mind. - Discovering new approaches to sustainable investing that align with your personal values and goals. - Learning ways to avoid common pitfalls faced by expats while taking advantage of cross-border opportunities. Email: adam.masterson@devere-group.com
Spain
Madrid
Financial Services
Cross-border expertise, Lead Generation, Appointment Setting, Relationship Building, Time Management, Client Outreach & Engagement, BREEAM, Leadership in Energy and Environmental Design (LEED), Global Reporting Initiative (GRI) Standards, International Sustainability Standards Board (ISSB), Corporate Sustainability Reporting Directive (CSRD), Environmental, Social, and Governance (ESG), Voluntary Sustainability Reporting (SMEs) (VSME), European Sustainability Reporting Standards (ESRS), Sustainability Initiatives, Team Leadership, Investment Fundamentals, Stakeholder Relations, Environmental Impact Assessment (EIA), Circular Economy
Experience
Wealth Management Associate
deVere Spain
Madrid, Community of Madrid, Spain
• Fostered strong relationships with Irish, UK and European expats to understand their unique financial goals. • Conducted personalized consultations to introduce tailored wealth management strategies. • Emphasized responsible investing and clear communication to instill confidence in clients. • Leveraged a background in sustainability and personal finance to enhance client engagement.
Bar Manager
NolaClan
The Gables Foxrock
- Led a team delivering great guest service - Managed inventory and orders - Trained and upskilled 25+ staff on menus and procedures - Launched waste and energy reduction programs - Boosted operational efficiency and reduced costs - Collaborated with suppliers to run in-house competitions - Promoted sustainability and ESG goals
Sustainability Project Team Lead
Revolution Farm and Kitchen x UCD Innovation Academy
University College Dublin
- Led team upcycling used coffee grounds into mushroom substrate - Fostered team culture by organizing a coffee afternoon weekly - Managed mushroom growing operations and harvests - Trained members on sustainable cultivation methods - Liaised with café partners and final product clients - Coordinated coffee ground collection from cafés on UCD campus - Marketed mushrooms on campus and at local events - Engaged students and staff in sustainability awareness - Ensured health, safety, and environmental compliance
Head Bartender
Myo's of Castleknock
Dublin, County Dublin, Ireland
Onsite Manager
Surecom Network Solutions Ltd
Dublin, County Dublin, Ireland
Telecom Engineer
Surecom Network Solutions Ltd
Dublin, County Dublin, Ireland
Security Coordinator
Excel Recruitment
Dublin City, County Dublin, Ireland
Call Testing Engineer
Surecom Network Solutions Ltd
Dublin, Ireland
Bar Supervisor
Refresh Hospitality
County Dublin, Ireland
Cocktail Bartender
Slieve Russell Hotel Golf & Country Club
County Cavan, Ireland
Head Bartender
The Farnham Arms Hotel
Cavan, Ulster, Ireland
Education
University College Dublin
Sustainability Studies
Relevant Modules: Principles of Microeconomics, Business in Society, Marketing: Firms and Customers, Statistical Modelling, Data Analysis & Interpretation, Economics of Natural Resources, Business and Social Enterprise, Interdisciplinary Project, Innovation for Sustainability, Environmental Assessment, Sustainability in Action, Climate Change & Business Sustainability, Sustainabilty Research Tools, Scientific Enquiry, Sustainability Challenges
Tecnológico de Monterrey
Sustainability Studies
Relevant Modules: Ethics, Sustainability and Social Responsibility, Methodologies of Creative Thinking, Innovative and Creative Processes
Adam Masterson's Contact Information
Phone
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