Contact Us

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.

Anna joined PortfolioMetrix in 2014 as a Client Services & Portfolio Monitoring Consultant and is actively pursuing her CFA® Charter.

For Financial Professionals

This website is intended for financial professionals only.

By continuing you are confirming that you have read, understood and agree to our Privacy Policy. You are also consenting to the use of Cookies on this site.

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

I DISAGREE I AGREE