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The Investment Team

Brandon Zietsman

CEO and Head of Investments
BCom (Accounting and Law), HDip (Tax), CFA®, CAIA, IMC

Brandon started his career at Investec in 1994 before joining RMB Fund managers, where he headed up product developme...

Mike Roberts

Head of Innovation (UK: Managing Director)
MEng (Aerospace Engineering), CFA®, IMC

Mike is Head of Innovation and responsible for ensuring the PortfolioMetrix investment proposition and proprietary de...

Nic Spicer

Portfolio Manager, UK Head of Research
BSc (Hons) (Actuarial Science), FFA, CFA®, IMC

Nic began his career with a year of lecturing actuarial science and statistics at his alma mater, the University of t...

Brendan De Jongh

SA Head of Research
BCom (Investment Management), BCom (Hons) (Financial Planning), CFP®, CAIA®, CFA®, IMC

Brendan began his career in 2008 as a trainee financial advisor after completing his undergraduate degree from the Un...

Michelle Blaauw

Investment Analyst
BCom (Honours) (Investment Management)

Michelle joined Portfoliometrix in 2013 with over 12 years of experience in the financial services sector. She began ...

Liam Dawson

Investment Analyst
BEng (Mechanical Engineering)

Liam completed his Mechanical Engineering degree at the University of Pretoria in 2011 and soon thereafter began a ca...

Russell Brown

Investment Analyst
B.Com (Finance), M.Sc. Finance (with Distinction)

Russell graduated from the Plymouth University with a Master’s Degree in Finance and was awarded the qualification ...

Philip Wellington

Investment Analyst
BSc (Hons) Forensic Science, CFA®, IMC

Phil holds a Bachelor of Science (Hons) in Forensic Science from the University of the West of England in Bristol. He...

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...

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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The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.