Mike Roberts, Cfa

Mike Roberts, Cfa Email and Phone Number

Founder @ MORLY
Santa Barbara, CA, US
Mike Roberts, Cfa's Location
Santa Barbara, California, United States, United States
Mike Roberts, Cfa's Contact Details

Mike Roberts, Cfa personal email

n/a
About Mike Roberts, Cfa

Strategic and performance-focused senior executive with 25 years of experience in Investment Management, FinTech & Wealth Management. Persevering leader known for creative problem solving, sound business judgment, aligning team members, and driving objectives through to completion.

Mike Roberts, Cfa's Current Company Details
MORLY

Morly

View
Founder
Santa Barbara, CA, US
Website:
portfoliometrix.co.uk
Employees:
54
Mike Roberts, Cfa Work Experience Details
  • Morly
    Founder
    Morly
    Santa Barbara, Ca, Us
    View
  • Mr Advisory Services
    Advisory & Consulting Specialist
    Mr Advisory Services Jan 2022 - Present
    California, United States
    Advisory & consultancy services with a focus on FinTech, investment management and wealth management. Services include:1. Strategy Development: Working with executive teams on all aspects of business strategy, including product design, growth initiatives, and long-term planning.2. Mergers & Acquisitions (M&A): Advising boards and executives on M&A opportunities, from identifying potential acquisitions to managing individual M&A projects.3. FinTech Advisory: Offering expertise at the intersection of technology and financial services, particularly in product design, market strategy, and regulation.4. Venture Capital & Private Equity: Providing technical, market, strategic, and pricing advice on potential investments to ensure optimal deployment of capital and maximization of returns.5. Investment Management Consulting: Advising on product design, marketing strategies, growth, and go-to-market plans, with a focus on linking behavioral finance to investment strategy and navigating regulatory changes.6. Sales & Marketing: Assisting senior management teams in maximizing growth and sales success through targeted marketing strategies and sales process optimization.Expertise in the USA, UK, South Africa, Ireland, and the Middle East.
  • Portfoliometrix
    Co-Founder
    Portfoliometrix Oct 2010 - Present
    o Currently Chairman of the Board (PortfolioMetrix Asset Management Ltd)
    View
  • Portfoliometrix
    Chief Product Officer
    Portfoliometrix Oct 2010 - May 2021
    London, United Kingdom
    o Head of Product, responsible for all aspects of the PortfolioMetrix FinTech / WealthTech proposition o Translated business strategy into product strategy and managed the product to commercial success o Designed and executed the Product Roadmap from inception to launch and through multiple iterations o Managed the product team, including recruiting, training, reviewing, and supporting the teamo Worked with customers, sales, and engineering to ideate new products and new channel opportunitieso Operated an Agile approach, while working with technical leadership to establish timelines and deliveryo Quickly created prototypes and modelled new concepts to showcase ideas to key stakeholders
    View
  • Portfoliometrix
    Uk Managing Director
    Portfoliometrix Oct 2010 - Jul 2019
    London, England, United Kingdom
    o Head of Sales, responsible for growing the sales function from zero to multi-millions in revenueo Articulated the value proposition whilst building credibility and trust to influence buying decisionso Managed the sales team, including recruiting, training, reviewing and supporting the teamo Implemented a CRM & metrics strategy to ensure continuous measurement and improvemento Created technical content to support different levels of the marketing funnel to drive inbound leadso Designed, iterated and launched GTM strategies, working closely with Product & Marketing teamso Fed back to internal teams on pain points and new opportunities revealed when meeting customerso Worked with legal teams to create and negotiate contracts with various b2b customerso Created and executed the strategic & operational plan for the UK businesso Built the client service function for the UK market o Held the key compliance functions for the UK business (CF1, CF3, CF10, CF11, SMF3)o Key member of the investment committee responsible for asset allocation, fund selection and portfolio construction
    View
  • Barclays
    Head Of Product
    Barclays Sep 2009 - Sep 2010
    London, England, United Kingdom
    o Designed a new internal WealthTech portfolio construction systemo Led a team of product owners and engineers o Owned the Product Roadmapo Product was rolled out globally across Barclays
    View
  • Barclays
    Investment Manager
    Barclays Jan 2008 - Sep 2009
    London, England, United Kingdom
    o Built long term, multi-asset investment portfolios & financial plans for HNW clients with assets of £5m+o Ran the pitch meeting to explain the portfolio & investing concepts to each cliento Key member of the investment committee and new product forum
    View
  • Bluebay Asset Management
    Structurer & Analyst
    Bluebay Asset Management May 2003 - Sep 2006
    o Created a suite of products across three key areas - fund derivatives, structured funds, and CDOso Prepared deal/term sheets, models, presentations etco Participated in sales meetings with potential clientso Designed and built front office risk and P&L systemso Collaborated with the portfolio managers on portfolio hedging strategies, derivatives strategies, rebalancing/optimizing, risk analysis, bottom-up and top-down analysis
    View
  • Occam Financial Technology
    Quantitative Analyst Programmer
    Occam Financial Technology Sep 2000 - Jun 2003
    o Designed and built portfolio optimisation & risk softwareo Work included regression analysis, risk analysis, hedging theory, Value at Risk & derivative pricingo Participated in sales meetings with potential clients
    View

Mike Roberts, Cfa Skills

Structured Products Hedge Funds Portfolio Management Derivatives Credit Software Fixed Income Wealth Management Wealth Management Services Asset Allocation Portfolio Optimization High Net Worth Individuals Alternative Investments Equities Asset Managment Mutual Funds Private Equity Financial Modeling Asset Management Technology

Mike Roberts, Cfa Education Details

Frequently Asked Questions about Mike Roberts, Cfa

What company does Mike Roberts, Cfa work for?

Mike Roberts, Cfa works for Morly

What is Mike Roberts, Cfa's role at the current company?

Mike Roberts, Cfa's current role is Founder.

What is Mike Roberts, Cfa's email address?

Mike Roberts, Cfa's email address is mi****@****o.co.uk

What is Mike Roberts, Cfa's direct phone number?

Mike Roberts, Cfa's direct phone number is +120796*****

What schools did Mike Roberts, Cfa attend?

Mike Roberts, Cfa attended The University Of Manchester.

What are some of Mike Roberts, Cfa's interests?

Mike Roberts, Cfa has interest in Private Equity, Investing, Technology, Angel Investing.

What skills is Mike Roberts, Cfa known for?

Mike Roberts, Cfa has skills like Structured Products, Hedge Funds, Portfolio Management, Derivatives, Credit, Software, Fixed Income, Wealth Management, Wealth Management Services, Asset Allocation, Portfolio Optimization, High Net Worth Individuals.

Who are Mike Roberts, Cfa's colleagues?

Mike Roberts, Cfa's colleagues are Desireè H Chaukura, Michelle Blaauw, Tim Wightman, Ryan Zuma, Claire Floyd, Gayle Sharkey, Delara Rezvani.

Not the Mike Roberts, Cfa you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.