About Us

Mike Potts

Mike has worked in financial services across the UK, Africa, and US for over 20 years. He has a passion for harnessing technology to streamline processes, drive down costs, and increase client experiences and efficiencies.

When not working, Mike enjoys time on family walks with his three young children and two dogs. He also enjoys watching boxing and football.

 

Gareth Jones

Gareth has developed a passion for the industry over the last 19 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, has the skills and attributes to lead large teams of advisors and provide technical support on complex products and services.

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

 

Eli Zimmer

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.

Matthew Doherty

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.

 

Zachary Zanghi

Zachary has accumulated over 14 years of experience in finance, predominantly in the New York City metro area. Armed with a Bachelor of Business Administration (BBA) degree in Finance and Information Technology from the State University of New York, Albany, he is passionate about helping families secure their financial futures.

He specializes in crafting personalized investment strategies and cherishes time spent with his family when he’s not busy with work.

 

Damien Hanly

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 Flambard

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.

 

Matthew Hunkele

Matthew has over eight years of experience in finance, with the last two as an Investment Advisor. He holds a double bachelor’s degree from William Paterson University and a Series 65 qualification.

His expertise lies in helping clients achieve their financial goals, particularly in retirement planning. Outside of work, Matthew enjoys family time, playing Co-Ed Softball, and rooting for the Dallas Cowboys.

 

Andrew Anello

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 Linsky

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.