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The Business Development and Client Services Team

Dave Chessell

Distribution Director

Dave is the UK Distribution Director for PortfolioMetrix and was appointed to the Board in April 2015. Dave’s key r...

Bruce Ely-Johnston

Business Development
BEng Hons (DIS) Civil Engineering

Bruce joined PortfolioMetrix in March 2018 as part of the Business Development function, having spent nearly 20 years...

Marc Westlake

Ireland: Managing Director
BA (Hons), CFP®, APFS, TEP, Grad Dip, QFA

Marc has worked as an Independent Financial Planning Consultant since 1994 a specialist in Portfolio Management, Pens...

Mark Bradley

Investment Analyst, Ireland Head of Operations
BSc (Economics and Finance), MSc (Financial Services) CFP®, QFA

Mark has worked in the financial services industry since 2003 and specifically in wealth management since 2010.

Edden Kift

Business Development
BA (Law), CFP®

Edden joined PortfolioMetrix in February 2015 as part of the Business Development team. He is based in Cape Town but ...

Nic Steyn

Head of Institutional Business Development
B.Com (Hons) (Financial Analysis and Portfolio Management), PGDip (Financial Planning), CFP®, CAIA

After completing a B.Com Degree in Econometrics at the University of Pretoria Nic started his career in 2000 and spen...

John Croft

European Business Development
Certificate in Discretionary Investment Management, ACSI Cert PFS (DM)

John is our business development consultant in Europe and joined us February 2017. Having worked for some of the inve...

Jo Rimmer

UK Press Liaison and Public Relations Consultant
MCIPR

Jo joined the PortfolioMetrix UK team as a consultant in April 2015. She is a highly experienced PR practitioner havi...

Olivia Van Rooyen

Head of Client Services, SA
BCom (Investment Management), BCom (Hons) (Financial Management)

Olivia studied a BCom in Investment Management at the University of Pretoria, before completing her Honours in Financ...

Claire Van Den Houten

Head of Client Services, UK
BCom (Economics)

Claire studied a BCom in Economics at Unisa, completing her degree in 2014.

Sam White

Client Services & Portfolio Monitoring
BSc (Hons) Mathematics and Physics

Sam graduated in 2017 and began his career working for a data analytics consultancy, learning the skills necessary fo...

Kerilee Privett

Client Services & Portfolio Monitoring
BCom (Financial Management)

Kerilee studied a BCom in Financial Management (with Distinction) at Varsity College Sandton, completing her degree i...

Noma Bhebhe

Client Services & Portfolio Monitoring
BCom (Investment Management), BCom (Hons) (Financial Management)

Noma completed a Bcom Honours in Financial Management, with an undergraduate in Investment Management form the Univer...

Kudzai Madzingo

Client Services & Portfolio Monitoring
BSc Honours degree in Actuarial Science

Kudzai joined PortfolioMetrix in 2017 as a Client Service & Portfolio Monitoring Consultant and is actively pursuing ...

Kirsten de Wet

Client Services & Portfolio Monitoring
BCom (Cum Laude) Investment Management, BCom (Hons) Financial Analysis.

Kirsten studied a BCom in Investment Management (Cum Laude) at Stellenbosch University, completing her degree in 2017...

Daiva Petrauskaite

Client Services & Portfolio Monitoring
B.A (Economics & Law), MSc (International Finance), CFA Claritas Investment Certificate

Daiva has worked in Financial Services since 2013 and joined PortfolioMetrix in September 2017. Daiva started her car...

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