Take Your Business
To A Higher Level

Portfolio Design
Investment Research
Software & Systems

About Global Portfolio Review

The Company

Bringing our expertise & systems to advisors

Global Portfolio Review Inc. was formed in 2005 as a way for us to bring our expertise in the investment industry directly to advisors who want to improve their businesses and take them to the next level. Our goal is to provide powerful, yet easy-to-use, methodologies, processes, and systems in order to bring institutional quality service to the retail environment.

Kevin Kirkwood, CFA, MBA

President

Kevin Kirkwood has been in the securities industry since 1992 and was most recently the Chief Operating Officer of Cartier Partners Securities Inc. before its merger into Dundee Securities Corporation. Concurrently, he was Director, Investment Portfolios with Cartier Partners Portfolio Management where he was responsible for investment analysis and product approval for Cartier Partners, as well as defining the asset allocation used in the MultiPartners funds. He also designed and wrote the VAMPIRE computer program which performs advanced multi-currency style analysis of mutual funds. Kevin holds the Chartered Financial Analyst designation and has a Master of Business Administration degree from McMaster University.

Glenn Gray, MA

Vice-President

Glenn Gray has been in the securities industry since 1994 and was most recently Director, Investment Portfolios with Cartier Partners Portfolio Management. Glenn was responsible for the designing and writing various computer programs to perform various portfolio-related tasks. His most successful program, though, is CAT which provides a substantial number of portfolio management, portfolio analysis, book management, and administrative tools to greatly improve the efficiency of an advisor’s business. Glenn has a Master of Arts degree in English Literature from University College London, England, and spent some time teaching before embarking this industry.