Bertie Cayzer

MBA, CFP®

Senior Portfolio Manager

About


Bertie is responsible for external manager research across both traditional and alternative investment strategies. He developed a curiosity for investment management while working at a private equity firm in Geneva, Switzerland. He has also done charity work in Kenya, trekked through North Africa, and served as a one-time fishing guide in Scotland. When not in the office, you may find him trying to make time to play tennis, squash, chess, and backgammon or masochistically appreciating his golf handicap. Among other things, he is a dog owner and log home enthusiast.


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