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The Executive 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...

Ryan Jordan

Head of Special Projects
BCom (Hon) (Accounting), MSc (Management), CFP®

Ryan started his career as an IT consultant in London. On his return to South Africa he worked for two small local co...

Paul De Goede

Head of Technology
BSc (Hon) (Computer Science and Mathematics) (cum laude)

Paul completed his studies at the University of Cape Town. His passion was security protocols and published two pape...

Kathryn van Dongen

Head of Operations
BAcc (Accounting), MBA (Master of Business Administration), CA(SA)

Kathryn joined PortfolioMetrix in September 2017 as our new Head of Operations.

She started her career at KPMG...

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...

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.

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...

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...

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 Implementation, UK

Julie is the Head of UK Implementations at PortfolioMetrix and joined in July 2017. Julie works with the UK Distribut...

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...

The Infrastructure and Support Team

Ryan Jordan

Head of Special Projects
BCom (Hon) (Accounting), MSc (Management), CFP®

Ryan started his career as an IT consultant in London. On his return to South Africa he worked for two small local co...

Paul De Goede

Head of Technology
BSc (Hon) (Computer Science and Mathematics) (cum laude)

Paul completed his studies at the University of Cape Town. His passion was security protocols and published two pape...

Kathryn van Dongen

Head of Operations
BAcc (Accounting), MBA (Master of Business Administration), CA(SA)

Kathryn joined PortfolioMetrix in September 2017 as our new Head of Operations.

She started her career at KPMG...

Natalie Horton

Head of Finance
BCom (Hons), CA(SA)

After articles, Natalie started her career in the Structured Finance department of Real Africa Durolink, a JSE listed...

Ross Jackson

Analyst Developer
International Diploma in Computer Studies

Ross worked as a developer, architect and business intelligence professional for 12 years after graduating top of his...

Oscar Reitsma

Analyst Developer
BSc Computer Science

Oscar Reitsma obtained a BSc Computer Science degree at Pretoria University in 2001, where some of his majors include...

Douglas Lee-Jones

Analyst Developer
Bachelor of Business Science (Honours) in Information Systems

Douglas has a Bachelor of Business Science (Honours) in Information Systems from UCT. He has extensive experience as ...

Kyle Evert

Operations Support
BBusSc (Finance)

Kyle studied a BBusSc in Finance at the University of Kwa-Zulu Natal, completing his qualification in 2014. Kyle join...

Heinrich Lategan

Analyst Developer
BSc in Computing from UNISA in 2013

Heinrich is an Analyst Developer at PortfolioMetrix and began his employment in January 2017. He started his career w...

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