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.
Herbert Cayzer
Director of Investment Manager Research
Wealth Enhancement Group
United States, Massachusetts, Boston
About Me
Profile Information
Director of Investment Manager Research
Wealth Enhancement Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Boston
Massachusetts
United States
May 24, 2025
More profiles to browse
David Baker
Sr. Vice President & Portfolio Manager
Scot Lance
Senior Vice President, Financial Advisor
Steve Petcovic
Senior Vice President, Financial Advisor
BC
Beth Chapman
Wealth Advisor
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management