QuarterFive Team

Our People

Get to know the experienced professionals behind QuarterFive. Experience and expertise that sets us apart in the industry.

Our Team

Our people are at the heart of everything we do. With decades of combined experience, each team member brings a unique perspective, passion for excellence, and commitment to delivering bespoke solutions that meet the complex needs of our clients.

the full quarterfive team dressed sharp standing on different steps at different heights in an auditorium looking at the camera

The Future is in Play

At QuarterFive, we believe that exceptional wealth management is built on trust, expertise, and collaboration.

Who we are

The QuarterFive Team

Luke Allen
Private Clients Associate
Hiruni Fonseka
Private Clients Manager
Jake Givoni
Investment Analyst
Nelangi Hewagama
Associate Adviser
Kristina Low
Head of Risk & Governance
John McCarthy
Investment Director
Adam Morse
Managing Director
Ella Morse
Chief Financial Officer
Danielle Rosenbaum
Team Assistant
Ryan Williams
Director
Who we are

QuarterFive Investment Committee

John McCarthy
Investment Committee Chair
Craig Ferguson
Investment Committee Member & Macroeconomic Advisor
Adam Morse
Investment Committee Founder & Managing Director
Jake Givoni
Investment Committee Secretary & Investment Analyst
Ben McMahon
Investment Committee Member & Senior Investment Analyst

The QuarterFive Investment Committee leverages extensive expertise in global macroeconomics, investment due diligence, and best-practice portfolio construction. With a high-conviction approach, they identify where opportunities and risks emerge and strategically position investments to capitalizse on these opportunities across all market cycles.

Our Investment Partners

Meet our team of experts

Adam
Morse

Stretegic Wealth Management & Family Governance

John McCarthy

Bespoke Investment Strategy

Ryan Williams

Estate & Succession Planning