Introduction to PortfolioMetrix
Marc Westlake, Chief Executive Officer – Ireland, PortfolioMetrix– Marc 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.
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 ...
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