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As the senior member of Crestone’s largest advisory team, Mr Birtles provides investment advice to ultra-high net worth families, family offices and professional organisations. Mr Birtles is a Senior Partner and a member of the Crestone Wealth Management Executive Committee since 2015. Prior to Crestone, he worked at UBS Wealth Management for over 14 years as an investment adviser and Executive Director and Merrill Lynch Wealth Management from 1998-2002.
Mr Birtles has supported various charitable organisations including the Development Committee of the Australian Chamber Orchestra, SOHN Hearts & Minds Investment Leaders Conference and the LBW Trust.