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Mike Roberts, Cfa Email & Phone Number
Founder
at
MORLY
1 work email found
@portfoliometrix.co.uk
5 phones found area 207 and 203
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder
Location
Santa Barbara, California, United States
Company size
Who is Mike Roberts, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mike Roberts, Cfa is listed as Founder at MORLY, a company with 54 employees, based in Santa Barbara, California, United States. AeroLeads shows a work email signal at portfoliometrix.co.uk, phone signal with area code 207, 203, and a matched LinkedIn profile for Mike Roberts, Cfa.
Mike Roberts, Cfa previously worked as Advisory & Consulting Specialist at Mr Advisory Services and Co-Founder at Portfoliometrix. Mike Roberts, Cfa holds Masters, Aerospace Engineering from The University Of Manchester.
Company email context
Email format at MORLY
This section adds company-level context without repeating Mike Roberts, Cfa's masked contact details.
*@portfoliometrix.co.uk
71% confidence
AeroLeads found 1 current-domain work email signal for Mike Roberts, Cfa. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Structured Products, Hedge Funds, Portfolio Management, Derivatives, and 16 others.
Current workplace
Mike Roberts, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Morly
9 roles
Mike Roberts, Cfa work experience
A career timeline built from the work history available for this profile.
Advisory & Consulting Specialist
Current
Mr Advisory Services
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.
Jan 2022 - Present
Co-Founder
Currento Currently Chairman of the Board (PortfolioMetrix Asset Management Ltd)
Oct 2010 - Present
Chief Product Officer
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.
Oct 2010 - May 2021
Uk Managing Director
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.
Oct 2010 - Jul 2019
Head Of Product
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
Sep 2009 - Sep 2010
Investment Manager
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
Jan 2008 - Sep 2009
Structurer & Analyst
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.
May 2003 - Sep 2006
Quantitative Analyst Programmer
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
Sep 2000 - Jun 2003
Team & coworkers
Colleagues at MORLY
Other employees you can reach at portfoliometrix.co.uk. View company contacts for 54 employees →
DR
Delara Rezvani
Colleague at MorlyLondon, England, United Kingdom, United Kingdom
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JH
Jennifer Hobbs
Colleague at MorlyLondon, England, United Kingdom, United Kingdom
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KN
Khanya Ngcobo
Colleague at MorlyCity Of Johannesburg, Gauteng, South Africa, South Africa
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MB
Michelle Blaauw
Colleague at MorlyCity Of Johannesburg, Gauteng, South Africa, South Africa
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RB
Russell Brown
Colleague at MorlyCity Of Johannesburg, Gauteng, South Africa, South Africa
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EK
Edden Kift
Colleague at MorlyCity Of Cape Town, Western Cape, South Africa, South Africa
View →
GS
Gayle Sharkey
Colleague at MorlyLondon, England, United Kingdom, United Kingdom
View →
LM
Lawrence Mohale
Colleague at MorlyCity Of Johannesburg, Gauteng, South Africa, South Africa
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IM
Isheanesu Muvimwa
Colleague at MorlyCity Of Johannesburg, Gauteng, South Africa, South Africa
View →
BP
Ben Peele
Colleague at MorlyCity Of Westminster, England, United Kingdom, United Kingdom
View →
Delara Rezvani
Colleague at MorlyLondon, England, United Kingdom, United Kingdom
View →
JH
Jennifer Hobbs
Colleague at MorlyLondon, England, United Kingdom, United Kingdom
View →
KN
Khanya Ngcobo
Colleague at MorlyCity Of Johannesburg, Gauteng, South Africa, South Africa
View →
MB
Michelle Blaauw
Colleague at MorlyCity Of Johannesburg, Gauteng, South Africa, South Africa
View →
RB
Russell Brown
Colleague at MorlyCity Of Johannesburg, Gauteng, South Africa, South Africa
View →
EK
Edden Kift
Colleague at MorlyCity Of Cape Town, Western Cape, South Africa, South Africa
View →
GS
Gayle Sharkey
Colleague at MorlyLondon, England, United Kingdom, United Kingdom
View →
LM
Lawrence Mohale
Colleague at MorlyCity Of Johannesburg, Gauteng, South Africa, South Africa
View →
IM
Isheanesu Muvimwa
Colleague at MorlyCity Of Johannesburg, Gauteng, South Africa, South Africa
View →
BP
Ben Peele
Colleague at MorlyCity Of Westminster, England, United Kingdom, United Kingdom
View →
1 education record
Mike Roberts, Cfa education
FAQ
Frequently asked questions about Mike Roberts, Cfa
Quick answers generated from the profile data available on this page.
What company does Mike Roberts, Cfa work for?
Mike Roberts, Cfa works for MORLY.
What is Mike Roberts, Cfa's role at MORLY?
Mike Roberts, Cfa is listed as Founder at MORLY.
What is Mike Roberts, Cfa's email address?
AeroLeads has found 1 work email signal at @portfoliometrix.co.uk for Mike Roberts, Cfa at MORLY.
What is Mike Roberts, Cfa's phone number?
AeroLeads has found 5 phone signal(s) with area code 207, 203 for Mike Roberts, Cfa at MORLY.
Where is Mike Roberts, Cfa based?
Mike Roberts, Cfa is based in Santa Barbara, California, United States while working with MORLY.
What companies has Mike Roberts, Cfa worked for?
Mike Roberts, Cfa has worked for Morly, Mr Advisory Services, Portfoliometrix, Barclays, and Bluebay Asset Management.
Who are Mike Roberts, Cfa's colleagues at MORLY?
Mike Roberts, Cfa's colleagues at MORLY include Delara Rezvani, Jennifer Hobbs, Khanya Ngcobo, Michelle Blaauw, and Russell Brown.
How can I contact Mike Roberts, Cfa?
You can use AeroLeads to view verified contact signals for Mike Roberts, Cfa at MORLY, including work email, phone, and LinkedIn data when available.
What schools did Mike Roberts, Cfa attend?
Mike Roberts, Cfa holds Masters, Aerospace Engineering from The University Of Manchester.
What skills is Mike Roberts, Cfa known for?
Mike Roberts, Cfa is listed with skills including Structured Products, Hedge Funds, Portfolio Management, Derivatives, Credit, Software, Fixed Income, and Wealth Management.
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