Our story
Evergreen Advice is a fee-only investment advice firm that specialises in sustainable investing. We are passionate about bringing sustainable investing to all investors and believe that investors can achieve their financial goals while also using their savings to influence positive change.
Mike Ross, CFA
Email: Mike.Ross@evergreenadvice.co.nz
Mike has 14 years of experience in the financial services sector. His most recent role was with a Wellington-based private wealth business where he was responsible for managing an investment team that looked after more than $500m for individuals, family trusts, and charitable trusts. While there, he developed and implemented a socially responsible investment strategy and portfolio. In this role, he was also an Investment Committee member and oversaw a team of investment advisers.
Mike’s previous experience includes working in corporate finance for a renewable energy company, and a private equity firm in London. He is also a CFA® charterholder and has a Master of Business in Finance.
Mike grew up in Dunedin and went to the University of Otago. He is now based in Wellington and is married with three children (Harvey, Jem, and Leon). He is a keen sports fan, which now sees him coaching kids' football, playing the occasional round of golf, and riding his e-bike.
Chelsea Traver, CFA
Email: Chelsea.Traver@evergreenadvice.co.nz
Chelsea has worked in the financial services industry for over 10 years in Seattle, London and Wellington. She has a strong background in investment analysis, specialising in Fixed Interest and Socially Responsible Investing. In her previous role, she worked with Mike in the investment team until she became an Investment Adviser. As an adviser, she worked with individuals, couples, trusts and charities to develop and implement their financial plans. Chelsea also is a CFA® charterholder and has a Bachelor of Business Administration.
Chelsea has a particular interest in helping women and new investors learn about investing. She’s a big believer in the importance of putting financial concepts into plain language to give people peace of mind about how their money is being invested.
Chelsea is originally from Oregon and permanently moved to Wellington in 2015 after loving the city so much during her working holiday. She enjoys travelling and has visited destinations such as India, Argentina, Egypt, Russia and Western Europe.
Our Climate Action Plan
We founded Evergreen Advice with the purpose to invest for a better future - for our clients and for the world we live in. To do this with the greatest impact, we ensure sustainability is the focus of every endeavour at Evergreen Advice - from how we align our investments to our business operations and our personal actions.
See our Climate Action Plan here.
