OUR TEAM

Professional advice

The Brite Advisors USA team are people with a wealth of experience – professional advisors who bring decades of industry expertise to help navigate you through often complex matters.

They advise on the most suitable pension schemes and benefits, tax arrangements and investment approach. Their goal is to help you maximise your pension pot ready for retirement and ensure you’re invested in a transparent, successfully performing plan.

Meet Team USA

Gareth Jones

Head of Advisory

Prior to moving to the US in 2014, Gareth assisted international professionals with their finances in the Middle East and Asia. With 15 years of financial services experience, Gareth started his career in the UK with Barclays and now ..

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Matthew Doherty

Branch Manager & Senior Investment Advisor, Houston

Matthew read Law at the University of Leeds before moving into financial services, starting his career in London, and then the Middle East and Asia. Matthew moved to the US at the end of 2012, and left New York …

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Greg Mason

Senior Investment Advisor

Originally from the UK, now a dual national, Greg has worked in financial services for over 30 years, in New York and the Far East (Tokyo, HK, Singapore & Sydney). Formerly an interest rate derivatives & crude oil options broker, Greg holds …

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Andrew Anello

MBA, CFP® – Senior Investment Advisor

Andrew began his career in financial services in 1999. He has a Masters of Business Administration from the University of Connecticut Executive Program, a Bachelor in Music degree from Ithaca College, is a Certified

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Ben Hadley

 Senior Investment Advisor

Ben boasts a 10 year international career within the financial services industry, having begun his career in Dubai, before moving to Singapore and in 2014, New York. Ben studied at Birmingham City University and holds a Masters in ..

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Damien Hanly

Senior Investment Advisor

Damien has over 10 years’ experience in the financial services industry, having previously worked in London, Spain, and Malta before relocating to New York City. He is a member of the Irish Business Organization and NYC British Expat ..

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Jack Lamb

Investment Advisor

Jack read Business Economics at University in the UK and worked in forensic auditing before his move to New York at the beginning of 2018. He is now a registered Investment Advisor with Brite USA, inc. and helps expats best…

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Eli Zimmer

Manager of Finance & Operations

Eli manages Finance and Operations at Brite Advisors USA, Inc. Over the past two years, Eli has managed the operating budget of the firm while providing support and analysis to financial advisors to strengthen…

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Megan King

Analyst

Megan grew up in London before moving to Ireland to read International Business & Finance at the University of Limerick. Having also done a Strategic Management degree at the Universite de Strasbourg in France, Megan always ..

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James Swarbrick

 Compliance Associate

Born in Scotland, James lived in both Hong Kong and Singapore before returning to London to achieve a Bachelor’s Degree in Law. He has been in New York since 2018 and has a keen interest in corporate and financial …

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Where to find us

115 Broadway, 5th Floor, New York, NY 10006, United States of America.

Tel: +1 646 891 5990.
 

800 Town & Country Blvd, Office 552, Houston, TX 77024, USA.
Tel: +1 347 471 7519

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Brite Advisors USA, Inc. is a Registered Investment Adviser with the United States Securities and Exchange Commission: File Number: 801-78041. Such registration does not imply any level of skill or training.

There is no guarantee of the future performance of financial products regardless of previous performance.

IRS Circular 230 Disclosure: Pursuant to requirements imposed by the Internal Revenue Service, any references to tax contained on this Website (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding tax penalties imposed that may be imposed on any taxpayer.