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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 (cum laude), CA(SA)

Kathryn started her career at KPMG, where she completed her articles and went on to manage various listed company aud...

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

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®, 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), CFA®

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...

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, EFP, 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.

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 and 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 (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 Support & Portfolio Monitoring
BSc Honours degree in 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 (Cum Laude) Investment Management, 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
B.A (Economics & Law), MSc (International Finance)

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

The Business Development and Client Services Team

Dave Chessell

Distribution Director

Dave was appointed to the Board in April 2015. Dave’s key responsibilities incorporate all facets of distribution a...

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, EFP, 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

Head of Retail Business Development, SA
BA (Law), CFP®

Edden joined PortfolioMetrix in February 2015 and is the Head of Retail Business Development in South Africa.

Nic Steyn

Head of Institutional Business Development
B.Com (Hons) (Financial Analysis and Portfolio Management), PGDip (Financial Planning), CFP®, CAIA

After completing a B.Com Degree in Econometrics at the University of Pretoria Nic started his career in 2000 and spen...

John Croft

European Business Development
Certificate in Discretionary Investment Management, ACSI Cert PFS (DM)

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

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 Geldenhuys

Head of Client Services, SA
BCom (Investment Management), BCom (Hons) (Financial Management)

Olivia Geldenhuys joined PortfolioMetrix in 2012 as a client service specialist within the South African team. In thi...

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 and 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 (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 Support & Portfolio Monitoring
BSc Honours degree in 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 (Cum Laude) Investment Management, 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
B.A (Economics & Law), MSc (International Finance)

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

Khanya Ngcobo

Client Support & Portfolio Monitoring

Khanya has been working in Financial Services since 2013. Beginning in client services at Momentum, where he gained v...

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 (cum laude), CA(SA)

Kathryn started her career at KPMG, where she completed her articles and went on to manage various listed company aud...

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 has worked as a developer, architect and business intelligence professional since 2000 after graduating top of h...

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...

Michelle Madondo

Finance and Admin Assistant
BCom (Accounting)

Michelle holds a dual role as both a Finance and Admin Assistant, having joined PortfolioMetrix in July 2018. Previou...

Richard Smith

Analyst Developer
BSc (Hons) Software Engineering

Richard is a Analyst Developer and joined PortfolioMetrix as a contractor in May 2017. Previously, he worked at Cyest...

Tjaart Vorster

Analyst Developer
BCom (Informatics), Microsoft Certified Professional Developer

Tjaart joined PortfolioMetrix in 2018 and has more than 10 years’ experience in developing enterprise application s...

Rankadu Mahuma

Analyst Developer
National Diploma (Information Technology), National Certificate (Business Analysis)

Rankadu completed his studies at the University of Johannesburg and at Faculty Training Institute (FTI).He started hi...

Courtney Oliver

Business Strategy and Planning Assistant.
BMus, Postgraduate Diploma in Management (Entrepreneurship), MSc (Management and Technology Innovation)

After completing her Bachelor of Music (BMus) and Postgraduate Diploma in Management (PDM) at UCT, Courtney started h...

Sharné Phillips

Operations Controller
BCom (Hons) (Accounting Sciences), CA (SA)

Sharné completed her BCom Honours in Accounting Sciences at the University of Pretoria. She started her career at De...

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