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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...

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.

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...

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...

Tessa LEFRÈRE

Business Development
Business Science (Hons), CFP®, CIPM®

After graduating from the University of Cape Town with a Bachelor of Business Science in 2006, Tessa joined Cidel Fin...

John Croft

Business Development Consultant
Certificate in Discretionary Investment Management

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

Gordon Butchers

Global Marketing Manager

Gordon is the Global Marketing Manager at PortfolioMetrix and was appointed in January 2017. He is responsible for t...

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...

Julie Rowe

Head of Client Services, UK

Julie is the Head of our UK Client Services Team at PortfolioMetrix and joined in July 2017. Julie works with the UK ...

Anna McCleverty

Client Services & Portfolio Monitoring
BA(Hons) (Mathematics with Accounting and Finance)

Anna graduated from the University of Kent with BA (Hons) in Mathematics with Accounting and Finance in 2014.

Claire Van Den Houten

Client Services & Portfolio Monitoring
BCom (Economics)

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

Robyn King

Client Services & Portfolio Monitoring
Business Science (Hons)

Robyn joined PortfolioMetrix in August 2017 and holds a Bachelor of Business Science in Management Studies (Hons) fro...

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 ...

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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