Wealth Manager - Family Office
BBus Sci: Finance and Accounting
Passed all three CFA exams
I am a Business Science graduate of the University of Cape Town. Currently, I am a paraplanner for the AlphaWealth Family Office, while pursuing my candidacy in the CFA program. I passed the level lll CFA examination in 2019 and may be awarded the charter upon completion of the required work experience. I have a particular interest in Behavioural Finance, ESG investing and client relationship building
What I love most about my job
The vast ranging set of variables which makes no two clients’ circumstances the same.
Specialist areas of expertise, both locally & offshore
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.