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The Investment Team

Brandon Zietsman

CEO and Head of Investments
BCom (Accounting & 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

Head of Research & Portfolio Manager, UK
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®, CFA®, IMC, CAIA

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

Michelle Blaauw

Investment Analyst
BCom (Hons) (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), CFA®

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

Russell Brown

Investment Analyst
BCom (Finance), MSc Finance (cum laude)

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®

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

Oliver Jones

Investment Analyst
BSc (Hons) (Economics), IMC

Oliver has worked in financial services since graduating in 2016. He started his career working in Operations for an ...

Jacob Robertson

Investment Specialist
MA (Hons) (Economics)

Jacob has worked in investment management since graduating in 2016. Initially working as a Fixed Income Performance A...

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 & Finance), MSc (Financial Services), CFP®, QFA

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

Claire Van Den Houten

Head of Client Services, UK
BCom (Economics)

Claire joined PortfolioMetrix in 2015 in South Africa as a Client Services & Portfolio Monitoring Consultant. After g...

Sam White

Client Support & Portfolio Monitoring
BSc (Hons) (Mathematics & Physics)

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

Kerilee Privett

Client Support & 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 Support & Portfolio Monitoring
BCom (Hons) (Financial Management)

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

Kudzai Madzingo

Client Support & Portfolio Monitoring
BSc (Hons) (Actuarial Science)

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

Kirsten de Wet

Client Support & Portfolio Monitoring
BCom (Hons) (Financial Analysis)

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

Daiva Petrauskaite

Client Support & Portfolio Monitoring
BA (Economics & Law), MSc (International Finance), CFA Claritas Investment Certificate

Daiva holds a Bachelor’s Degree in Economics and Law from National University of Ireland, Galway and a Master’s D...

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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.