Thomas is a Private Portfolio Manager at Infinity Capital Solutions, based in Melbourne. He brings expertise in financial analysis and portfolio management, with a background spanning investment management, tax accounting, and banking.

Thomas progressed through the firm from an Associate Portfolio Manager role, and has prior experience at Nagle Accounting and BG Private (formerly Banks Group).

Roshan provides investment solutions to high-net-worth individuals, family offices and for-purpose organisations. Roshan possesses a profound understanding of the unique needs and complexities faced by affluent families, offering customised wealth management solutions that align with his clients’ long-term goals and values.

Building strong relationships based on trust, transparency, and openness is at the heart of what Roshan does. Having held the position of strategic Financial Adviser at Commonwealth Bank prior to joining the Infinity team. Roshan believes in the importance of strong personal relationships to assist his clients in their decision-making process, to help and support them when navigating their investment portfolios through different economic cycles and different parts of their life journey.

Roshan was recognised in 2025 by being named ‘Exceptional Team Member of the Year’. He was previously nominated for the award in 2023 & 2024.

Rob has been a financial services industry professional since 1998. Starting with the Viridian Financial Group in 2023, he works in the Infinity Portfolio Management team as a Portfolio Manager in Melbourne, VIC.
Rob has worked in a range of roles across stockbroking, private banking, venture capital and funds management, assisting high-net-worth individuals, family offices, not-for-profits and institutional clients to create and grow their wealth utilising multi-asset class portfolios based on prudent strategic decision-making underpinned by sound financial analysis.

Central to Rob’s approach to investment management and wealth creation is his focus on building trusted and enduring relationships. He seeks a thorough understanding of the needs and objectives of his clients, which ultimately drives collaborative decision-making, ensuring long-term aspirations are met. Asking questions and contributing to holistic discussions in collaboration with Financial Planners, Accountants, Lawyers, and other trusted stakeholders is a natural function of his client advocacy, always striving to exceed his clients’ expectations.

Rob has a Bachelor of Commerce (majoring in Economics), a Graduate Diploma of Applied Finance and Investment, a Diploma/Advanced Diploma in Financial Planning, and is an Accredited Derivatives Adviser. He lives in Bayside Melbourne with his wife  and two daughters. If he’s not running after/trying to keep up with his girls, Rob tries to find time to enjoy fine wine and food at Melbourne’s many restaurants and pubs, hacking his way around Melbourne’s sand belt golf courses, or planning holidays involving sun and surf.

Michael Lee is a Private Portfolio Manager at Infinity, where he works closely with clients to deliver tailored investment solutions through the Infinity Portfolio Management offering. Drawing on more than 25 years of experience across investment management, institutional distribution, portfolio management and investor relations, Michael helps investors navigate market opportunities with a disciplined, long-term approach.

Before joining Viridian, Michael led investor relations and capital raising at APIL, one of Australia’s leading commercial property investment groups. His career also includes senior leadership positions at some of the world’s largest investment firms, including BlackRock, Deutsche Asset & Wealth Management, Quoniam Asset Management, Scottish Widows Investment Partnership, SEI Investments and Mercer. Throughout his career, he has worked extensively with institutional investors, wealth managers, consultants and pension funds across Australia, the UK and international markets.

Michael began his career as a financial analyst with Ford Australia before transitioning into investment consulting and portfolio management. Having spent more than two decades building and leading high-performing investment and distribution teams in London, he returned to Australia in 2022.

With deep expertise across equities, fixed income, real assets, private markets and multi-asset portfolios, Michael brings a global perspective and a strong client focus to every investment conversation.

Marco is a reliable and action-oriented Private Portfolio Manager with over 15 years of experience advising private clients, not-for-profits, and businesses across Australia, Europe, and the UK. He leverages a strong understanding of complex financial products, combined with excellent problem-solving skills, to deliver tailored outcomes for his clients.

Marco spent nearly five years in London working with two fiduciary firms, where he provided international cross-border tax advice to high-net-worth individuals and businesses. His work included structuring and managing trusts and companies to support corporate finance transactions, as well as delivering strategic tax and planning advice for both corporate and individual clients.

In Australia, Marco worked with AMP and PFG Financial Services for five years, providing holistic financial advice with a particular focus on aged care. During this time, he developed strong client relationships while consistently upholding high standards of professionalism, integrity, and responsiveness.

Marco later joined NAB Business Banking, where he advised high-net-worth business owners, enterprises, and charitable organisations across Victoria’s three key business centres. His client base typically held investable assets ranging from $1 million to $30 million.

With experience across multiple continents and diverse client segments, Marco maintains a strong interest in financial markets, particularly in alternative investments such as private equity, infrastructure, and currencies. He is a Certified Financial Planner (CFP), an Internal Quality Auditor (ISO 9000 & 14000), is FASEA compliant and an Accredited Derivates Adviser (ADA).

As a client-facing portfolio manager, Marco is passionate about helping individuals and families develop effective investment strategies that provide confidence and peace of mind, allowing them to enjoy their life without financial concern.

Outside of work, Marco enjoys spending time with his family, especially his two young daughters. He also enjoys playing tennis and travelling.

With a background in education, Lorgen transitioned into financial services in 2018 after completing his Master of Finance. Since then he has built a client base spanning Melbourne, Gippsland, and Tasmania.

Lorgen’s approach is founded on collaboration and building enduring relationships, allowing him to work with clients across multiple generations to grow wealth. Whether clients are seeking income-driven outcomes or greater diversification of their asset mix, Lorgen works within the bespoke nature of Infinity’s product suite to deliver tailored solutions.

David has over a decade of experience in financial services. He has been with the Viridian group since its inception in 2015, following earlier roles with Westpac Private.

As a Private Portfolio Manager within Infinity Private Portfolios, David provides portfolio construction advice and ongoing investment management to private family groups and philanthropic organisations. He played a central role in building the business into a national platform, which now advises on over $1.5 billion in client funds. His investment philosophy places the client at the centre of a collaborative, multi-disciplinary approach to wealth management.

As Strategy Director for Viridian Private, David leads the development of services focused on intergenerational wealth, succession, and family engagement. He works closely with advisers and high-net-worth families navigating complex wealth transitions, with a strong emphasis on next-generation education and long-term stewardship.

David is also an active mentor to emerging professionals and contributes to the work of the Viridian Foundation.