THE RESOLUTE TEAM

JAMES FERREIRA

Private Wealth Manager (5 Years of Service)

Certified Financial Planner (Fellow of the Financial Planning Institute), MComm: Financial Management (Rhodes University) - Focusing on actively vs passively managed unit trust performance in South Africa during varying economic periods including the 2007 Financial Crisis. BComm (Hons): Financial Management (Rhodes University) - Focusing on the change of financial advice following the financial crisis of 2007. BComm: Economics & Management (Rhodes University). Post Graduate Diploma in Financial Planning (University of the Free State). Completed first level Representatives Regulatory examination.

After completing his Master’s degree in 2014, James joined a prominent wealth management company in Port Elizabeth where he gained valuable industry knowledge before embarking on overseas travels. James joined RWM in 2016 as a Financial Advisor and has subsequently completed his Post Graduate Diploma in Financial Planning which is required to obtain the CFP designation. Prior to studying and working, James attended Grey High School in Port Elizabeth where he matriculated in 2008. James offers a simplified and easy to understand approach to Financial Planning.

ANGELO THEOFANOUS

Private Wealth Manager (15 Years of Service)

Post Graduate Diploma in Financial Planning, National Diploma in Financial Planning, Completed first level Representatives Regulatory examination & Key Individual examination.

Angelo has been in the industry since 2004, after the advent FICA law changes. He started his career working as an administrator before completing his studies and becoming a fully fledged Wealth Manager at Ascent Wealth, before moving to RWM. Angelo believes in creating richer relationships with clients in order to support and provide them with the best advice, tailored to their financial goals.

GLYNIS SCHNELL

Private Wealth Manager (40 Years of Service)

Final banking diploma, Certified Financial Planner (Fellow of the Financial Planning Institute)

Glynis has been in the industry for over 40 years. Glynis started off her career in Finance at Standard Bank where she climbed the corporate ladder from Branch Manager to offshore Area Manager. Glynis has specialised in financial planning for +/- 15 years, working at prominent financial planning institutions such as SP Wealth, and growing a strong client base through the honest and beneficial advice she has given to them. She strives to implement the values of honesty and integrity, and RWM is glad to have her knowledge and experience with the company.

TESSA LEFRERE, CFP®, CIPM®

Private Wealth Manager (15 Years of Service)

Post Graduate Diploma in Financial Planning from the University of the Free State; Certified Financial Planner (CFP®); Certificate in Investment Performance Measurement (CIPM®) from the CFA Institute; Bachelor of Business Science Degree from the University of Cape Town; Completed Representatives, Key Individual & RE3 examinations.

Tessa began her career in the Financial Services industry in 2007, at Cidel Financial Group, a Canadian-based asset management firm dealing with high net worth private clients. She then went to Nedgroup Investments where she excelled as an investment consultant on the management team. Tessa’s passion for investments lead her to PortfolioMetrix, where she was responsible for business development within South Africa, enhancing top-end financial advisory practices in delivering a sophisticated, robust, high-integrity, hoslistic solution to their clients. More recently, Tessa wanted to indulge her passion for making a meaningful impact on clients’ lives and made the career change to financial planning at Chartered Wealth Solutions. Tessa joined RWM in 2019 as a private wealth manager, where she gets enormous satisfaction through enabling clients to enjoy a fulfilling, meaningful and purposeful life. She also sits on the investment committee, contributing to the integrity and robustness in managing clients’ investments.

KIRSTEN MITCHELL

SARS Tax Practitioner PR0103132 | SAIT Tax Technician (SA) 64407893 (5 Years of Service)

New to the financial planning industry, Kirsten has joined Resolute in a very diversified role as an Administrator & Bookkeeper. Graduating from Hermanus High in 2010 with 4 distinctions to her name, she was also elected as Head Girl and as Head of Sport on the Hostel Council. Adding to her impressive achievements, she also placed first in her 2010 school Math Olympiad as well as winning the 2010 Regional Taalbond Olympiad. We are very pleased to have Kirsten as part of the RWM team and look forward to what the future will bring.

LESLEY BOTHA

PA to Quinton Ralph/ Receptionist (40 Years of Service)

Lesley initially joined to take on the duel responsibilities of PA to Quinton Ralph as well as company receptionist. She has been in the Corporate World for over 30 years, the majority of which has been spent in the Financial Markets Field. Lesley brings her wealth of experience and knowledge. We are very pleased to have Lesley part of the RWM team.

YVONNE MPOFU

General Office Assistant (3 Years of Service)

In the time that Yvonne has been a part of the RWM family, she has proved herself to be an intricate part of the team which has resulted in her swiftly moving into the role of filing clerk. She continuously shows a strong work ethic and accepts any challenges she is faced with head on. She is persistent in ensuring all tasks are completed accurately and timeously, and we hope we will be able to call on her professional assistance for years to come.

CHANDLER ALLISON

Administrator (5 Years of Service)

Having matriculated in 2014 from The Hill High School, she was eager to join the the working world, and she initially joined our team as a Receptionist before moving into the role of administrator. She obtained a Certificate of Merit for Outstanding Service as a member of the RCL Disciplinary Committee. She has shown she is a very inquisitive individual and is eager to enhance her existing skills and wants to learn as much as she can about financial planning. Chandler is looking forward to interacting with all of our clients and building a successful career with RWM.

JENNIFER HOLLAND

Administrator (5.5 Years of Service)

Jenny matriculated from Four Ways High in 2002 and worked in various administrative positions, before finding that the brokerage working field was where she felt most at home. She has received training certificates in Microsoft Office products and continues to learn and grow more, fulfilling the role of a trusted administrator. She is very dedicated and has already become a deep part of the RWM team, we are pleased to have her part of the team.

Jillian Fraser

Administrator (2 Years of Service)

Jillian matriculated from Brescia House in 2005. She was head of House and received full leadership colours. Jillian has been working as an administrator for last 7 years in various industries. Jillian has already become an integral part of RWM, and we are pleased to have her working alongside us.

HOLLY WATSON

Administrator (1 Year of Service)

Holly matriculated from St Catherine’s Convent in 2012 and went on to achieve a diploma in Equine Sciences. In 2017 she competed for South Africa in the Africa Shield Eventing Cup and has achieved various provincial accolades in Show Jumping, Dressage and Equitation. Having worked and competed in the Equine industry for 4 years and recently taking up an administrative role in the beginning of 2020, she has decided on a change of career and has immersed herself into an administrative position at Resolute Wealth Management.

Linda Maiden

Senior Administrator and Internal Compliance Officer (16 Years of Service)

Higher Certificate in Financial Planning – NQF 5

Linda joined RWM with 16 years industry experience. She is studying towards being a Certified Financial Planner. She has a wide knowledge base and is respected in the industry for her administrative capability. We look forward to her helping us strengthen and broaden our administrative team.

VICTORIA REUVERS

Managing Director of Morningstar South Africa - Investment Management group, South Africa

Victoria Reuvers is director and senior portfolio manager for Morningstar Investment Management South Africa, responsible for leveraging Morningstar’s global investment capabilities to provide best practice investment management and portfolio constructoon services for clients. Before joining Morningstar, Victoria was the founder and CEO of Trivium Capital (Pty) Ltd, an investment consulting and research firm in Cape Town. As well as driving strategy for the business, Victoria was a senior portfolio manager at Trivium Capital. Her role included investment research, portfolio construction and on-going portfolio management. Before founding Trivium, Victoria gained extensive experience of fund analysis and quantitative research experience at Investec Asset Management where she worked in the retail fund management team. Prior to that, she worked for Investec Private Bank as part of their growth and acquisition finance team. Victoria began her career at Standard Corporate and Merchant Bank in 2002 and has 17 years’ experience in the financial services industry. She holds an honours degree in finance from the University of Cape Town.

GERBRANDT KRUGER

Gerbrandt Kruger is an Investment Analyst for Morningstar Investment Management South Africa, responsible for evaluating funds and fund managers, and thereby producing research that drive portfolio construction.

Prior to joining Morningstar in 2015, Gerbrandt was a portfolio manager Seed Investment Consultants. In total, Gerbrandt spent seven years in the investment team at Seed, where he was responsible for model portfolios and hedge funds. He was also involved in manager research for both unit trusts and hedge funds. Gerbrandt was formally an internal investment consultant at Seed, assisting in client reporting, retirement planning and implementation.

Gerbrandt holds a bachelor’s degree in Actuarial and Financial Mathematics from the University of Pretoria.

EUGENE VISAGIE

Portfolio Specialist - Investment Management Group, South Africa

Eugene’s career started as a Lecturer in the Department of Statistics at the University of Stellenbosch, where he is still involved on a part time basis. During this period, he completed his Master of Commerce degree with a focus on Financial Risk Management and alternative investments with a dissertation on investment opportunities in the listed African space. He then joined Novare initially as Risk Manager and finally fulfilled the role of Head of Investments for Novare’s South African focused investment products. His responsibilities included the oversight of the investments team, product development, manager research as well as actively participate on the investment committees of both traditional and hedge fund product offerings. During his time at Novare he was also actively involved with ASISA serving as both the hedge fund standing committee Chairperson and ASISA CIS standing committee member. Eugene has extensive experience in manager research and financial markets and has written several articles covering a wide range of financial topics as well as participate as a speaker at several investment conferences. He is currently a portfolio specialist at Morningstar Investments Management South Africa. He is a qualified Chartered Financial Analyst (CFA) and a Certified Financial Risk Manager (FRM).

MICHAEL KRUGER

Michael Kruger, CFA, is an associate investment analyst for Morningstar Investment Management South Africa, responsible for evaluating funds and fund managers, and thereby producing research that drives portfolio construction. He is also the sector lead for multi-asset class funds.

Prior to joining Morningstar, Michael spent four years at State Street Southern Africa (Pty) Ltd, where he ran a NAB production team that served the daily needs of the local business’s main client, Investec.

Michael holds a BBusSci in management studies, with a major in finance, from the University of Cape Town. He also holds a Chartered Financial Analyst® designation.