PortfolioMetrix – A New Era of Personalised Investment Portfolios
Marc Westlake, Chief Executive Officer – Ireland, PortfolioMetrix & Mark Bradley, Investment Analyst (Ireland: Head of Operations), PortfolioMetrix- their presentation will talk about how and why PortfolioMetrix challenges traditional investment propositions, how it evolved and its mission in helping financial advisors better serve their clients. He will also share with you their experience of working with advisors in Ireland to develop a portfolio solution that puts the advisor in control of the portfolio selection process whilst reducing the advisor’s business risk, time and associated costs.
Featuring
Marc Westlake
Chief Executive Officer – Ireland PortfolioMetrix
Marc moved to Ireland in 2008 having previously worked as an IFA in the UK. He has a BA in Economics and Politics from Leeds and Pennsylvania State Universities. He is a Chartered Financial Planner and a member of the CII and PFS holding the Advanced Diploma ...
Read MoreMark Bradley
Investment Analyst (Ireland: Head of Operations) Portfolio Metrix
Mark has worked in the financial services industry since 2003 and specifically in professional wealth management since 2010. Mark started his career working on investment fund valuations with Investors Bank and Trust and later State Street Corporation before ...
Read More