Mike is an experienced advisory and business management professional with over two decades in international leadership roles. He has co-founded and led firms across the US, UK, and Africa, specializing in cross-border wealth management.

Passionate about leveraging technology, and specifically the integration of investment solutions, risk management tools, and financial planning software into CRM systems to enhance client engagement and operational efficiency. These innovations have strengthened advisor-client relationships and driven measurable business growth.

Outside of work, he enjoys long walks with his Hungarian Vizslas and spending time with his wife and three young children.

Gareth has developed a passion for the industry over the last 20 years working in financial services in Europe, Asia and the US. He’s in the rare position of having both a detailed understanding of the advisory and operational sides of the business. Gareth completed the Executive Leadership Programme at the University of Oxford, Saïd Business School and combined with his industry experience, is well positioned to lead a forward thinking and innovative Investment Advisory business.

When he’s not working, Gareth loves keeping active through golf, cycling and tennis. Having grown up with a 180lb Newfoundland, he has a love for dogs of all shapes and sizes.

Matthew earned his law degree at the University of Leeds before moving into finance. With over 15 years of experience spanning the Middle East, London, Asia, and the USA, he brings a wealth of expertise to the table. Notable qualifications include the DIP PFS – CII Level 4 Diploma in Regulated Financial Planning and Series 65 certification.

He is dedicated to assisting clients in achieving their long-term retirement objectives, particularly when navigating cross-continental investments. Matthew specializes in advising on UK private and employee pensions and assists clients in exploring alternative options after relocating outside the UK. In his downtime, he enjoys spending time with his family and staying active through marathons and golf.

Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 475 Springfield Ave., Summit, NJ 07901, (303) 797-9080. Rosefinch Investment Advisors, Inc. is not affiliated with The Leaders Group, Inc. 

Zachary is a seasoned financial advisor with over 16 years of experience in helping clients achieve their financial aspirations. Zachary's interest in financial planning was inspired by witnessing the effects of the financial crisis on his family. His upbringing, alongside a profoundly disabled brother, instilled in him a deep sense of empathy and a commitment to assisting those in need. These formative experiences have shaped his dedication to guiding individuals through complex financial challenges with precision and care.

A graduate of the University at Albany (SUNY), Zachary has built a thriving practice focused on personalized service and innovative solutions. His approach emphasizes risk management, portfolio diversification, and long-term financial security, empowering clients to confidently navigate today's ever-changing financial landscape.

Zachary holds several industry licenses and designations, including Series 7, 24, 63, and 66 exams, Licensed Insurance Agent, and Accredited Investment Fiduciary (AIF®). He lives in Long Island, New York, with his wife, two children, and dog.

Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 475 Springfield Ave., Summit, NJ 07901, (303) 797-9080. Rosefinch Investment Advisors, Inc. is not affiliated with The Leaders Group, Inc. 

Before joining Rosefinch, Damien earned a bachelor’s degree in political science from the University of South Florida. With over 12 years of experience as an Investment Advisor, Damien holds qualifications including the Diploma in Regulated Financial Planning (DipPFS) and the Chartered Institute for Securities & Investment (CISI).

His approach revolves around building genuine connections with clients and guiding them towards their financial aspirations. Outside of work, Damien enjoys family adventures and catching a Fulham match whenever possible.

Adrian brings over three decades of expertise in advising individuals on cross-border and international financial planning. His extensive experience encompasses providing guidance on pension schemes, offshore Trust and Company structures, tax strategies, and investment advice. Having lived and worked in various global hubs such as Guernsey, Hong Kong, South Africa, New York, San Francisco, the Bahamas, and now Portugal, Adrian has honed his skills in navigating diverse financial landscapes.

With a CV that includes working at PWC, Close Brothers, and Kleinwort Benson, Adrian is well-versed in the intricate realm of UK and international pensions, trusts, and company structures. His adeptness in this constantly evolving field demands a keen focus, seasoned experience, and specialized expertise.

Beyond his professional endeavors, Adrian feels privileged to serve as a member of Kick4Life’s US Board of Directors. Kick4Life is dedicated to implementing impactful programs that utilize sports to address social disparities among children and youth, offering them opportunities for personal transformation and growth.

Andrew’s journey in financial services began in 1999, marking the start of his fulfilling career. Armed with a Master of Business Administration from the University of Connecticut Executive Program and a bachelor’s degree in music from Ithaca College, Andrew boasts a unique blend of expertise. He is a Certified Financial Planner® Practitioner and is currently pursuing an Advanced Diploma in Financial Planning with the Personal Finance Society and the Chartered Insurance Institute CII U.K.

Outside the realm of finance, Andrew remains deeply involved in his musical pursuits, serving as the Concert Master and Principal Clarinetist for the Connecticut Symphonic Winds. He’s also an advocate for staying active and enjoys whipping up delicious meals in the kitchen. Andrew’s Licenses & Designations include MBA Certified Financial Planner® Practitioner

Bennett has over 10 years’ experience working in financial services, helping professionals and families with their domestic and overseas assets. Holding the series 65 qualification, Bennett is a key member of the Rosefinch Investment Advisor team.

His expertise lies in helping clients address their financial planning needs with a significant focus on retirement planning. Outside of work, Bennett enjoys family time, and has a passion for the game of golf.

Myles is a dedicated financial professional with over 6 years’ experience, holding a Series 65 qualification, along with R01, R02, and R05 certification as he works towards completing the Level 4 Diploma in Regulated Financial Planning this year. Beyond the workplace, Myles has a passion for Baltimore sports teams, Horse Racing, and adding vinyl records to his ever-growing collection.

Eli is a seasoned manager with a strong background in finance and operations. He graduated with a bachelor’s degree in business management from Touro college and is a member of the Touro Business and Accounting Society. He has a proven track record in developing joint partner strategies and execution.

Outside of work, Eli spends his time with his wife and daughter or on the slopes snowboarding.