Niall’s role is Private Wealth Advisor to ultra-high-net-worth investors. Niall manages a group of four professionals that has extensive experience assisting Forbes 400 families, C.E.O.s and other investors of substantial means. He has been recognized as one of the nation’s top 100 Financial Advisors by Registered Rep. Magazine (2003), Barron's (2004), and ‘The Winner’s Circle’ by RJ Shook (2005).
Niall’s first major book: Investing Strategies for the High Net-Worth Investor: Maximize Returns on Taxable Portfolios, published by McGraw-Hill in December 2009, has received recognition among investing and business media including: Forbes, Morningstar, the Institute for Private Investors, the St. Louis Business Journal5, and has been featured in an article published in BusinessWeek (2009).
Niall has appeared on CNBC and National Public Radio. In addition, he has been quoted in the New York Times, Wall Street Journal, Barron’s, and BusinessWeek. In 2009, Niall was featured in Curtis Faith's book, Inside the Mind of the Turtles: How the World's Best Traders Master Risk (2009) and Mebane Faber's The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets (2009). In 2008, his academic work was featured in Eric Falkenstein & Eric W. Richardson's Finding Alpha (2008). In 2014, Niall’s research was featured in Paul Watkins book, Portfolio Management 186 Success Secrets.
Niall is an active member within the Institute for Private Investors and during 2008-2010, served on the CFA Institute Committee for the development of Investment Policy Statements for high net worth investors. Niall also serves as an Investment Committee member for the Papal Foundation, a Board of Trustees member for the Roman Catholic Foundation of Eastern Missouri and an Advisory Board member for Cor Jesu Academy, a Catholic girls school in St. Louis, MO. In addition, he has made enduring commitments to professional and civic associations in the St. Louis region and the State of Missouri. Niall is a former board of director’s member of the Junior Achievement of Mississippi Valley and a past director of Connections to Success and St. Louis Variety. He is also past musical director of the St. Louis Irish Arts Youth Instrumental Group and former chairman of the 2006 Annual Catholic Appeal.
For his outstanding work in these and other areas, Niall received the Silver Congressional Award and is a four-time recipient of the President’s Volunteer Service Award in 2004, 2005, 2006 and 2007. In 2008, he received the Bill Eager Portfolio Manager of the Year Award.
Niall completed The Wharton School, University of Pennsylvania’s ‘Institute for Private Investors: Private Wealth Management Professional Track Program’ in 2005. He received his undergraduate degree from The Citadel Military College of South Carolina and subsequently held the rank of Lieutenant as an M1 Tank Platoon Commander in the US Army Reserve.
