Senior Financial Adviser
Mike has been providing tailored financial advice since 2003, working with a wide range of clients including individuals, families, not-for-profit organisations and charitable trusts.
In addition to strategic and mainstream investment advice, Mike has extensive experience helping individuals, families and organisations align their investments with their values.
Mike’s financial services career began as an adviser to not-for-profit organisations in California. Since migrating to Australia in 2008 and prior to joining Ethinvest, Mike has worked in philanthropy and as an adviser with a boutique Melbourne advisory firm specialising in ethical investment.
Mike holds a BA and MA from Princeton University in the United States, as well as the Advanced Diploma Financial Planning in Australia.
Mike is passionate about social justice, combatting climate change, and visual arts. Originally trained as an architect, he has also lived and studied in Japan.
Mike is supported by James Chalmers (Paraplanner) and Karen Nguyen (Client Relationship Manager).