JAMES FERREIRA
Private Wealth Manager

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 Resolute Wealth Management 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. James currently sits on the investment committee within Resolute Wealth Management. 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 (12 years experience)

Post Graduate Diploma in Financial Planning, National Diploma in Financial Planning

Angelo has been in the industry since 2004, a�er the advent FICA law changes.
He started his career working as an administrator before comple�ng his
studies and becoming a fully fledged Wealth Manager at Ascent Wealth,
before moving to Resolute Wealth. Angelo believes in crea�ng richer rela�onships with his clients in order to support them and provide them with the best
advice, tailored to their financial goals.

TESSA LEFRERE

Private Wealth Manager  (12 years experience)

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, holistic solutions 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 joins Resolute Wealth Management as a private wealth manager, where she looks forward to enabling clients enjoy a fulfilling, meaningful and purposeful life. She also sits on the investment committee, contributing to the integrity and robustness in managing clients’ investments

NANCY BOWRING

Private Wealth Manager – Independent financial advisor (21 years experience)

Certificate in Financial Planning (Milpark Business School)

Nancy joins the Resolute Wealth team as a Financial Adviser bringing along with her 21 years of industry knowledge and experience. Having started her career at a large corporate institution, Nancy soon moved into the independent space in 1996. Since then, Nancy has gone on to obtain her Certificate in Financial Planning from the Milpark Business School and has continued to grow her practice as an Independent Financial Adviser. Throughout the years, Nancy has enjoyed her role advising and reassuring clients through various market cycles, including three bear markets (1998, 2002 and 2008). Nancy has built her business by helping people better understand finance and assisting her clients manage their financial affairs both pre and post-retirement and is passionate about good client service, which is one of her reasons for joining the Resolute Wealth team. Currently based in Cape Town, Nancy is married to Owen and is a proud Mother and Grandmother. In her spare time, she enjoys reading, hiking, nature and listening to music. Nancy is proud to be associated with the RWM brand as she continues to service her clients for the foreseeable future.

KRESTIN SMITH
Administrator/Para Planner

Wealth Management Qualification – NQF level 6). Post Graduate Diploma in Financial Planning (University of the Free State).

With 8 years of industry experience, Krestin started her career in the financial industry with RWM and has become a key player in the success of our administration. She is a very dynamic person who completed her NQF 6 in Wealth Management in 2014 and is currently studying towards obtaining her Post Grad Diploma in Financial Planning. Krestin will be fulfilling the role of a Para-Planner is working under the supervision of Quinton Ralph while attaining all of her prerequisites to becoming a Certified Financial Planner.

KIRSTEN MITCHELL
Administrator/Bookkeeper

Kirsten 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 Costa Drepaniotis/Receptionist

Executive/Personal Assistant National Diploma

Lesley has joined Resolute Wealth Management as a Personal Assistant to Costa. 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 Resolute Wealth team.

CHANDLER ALLISON
Administrator

Having matriculated in 2014 from The Hill High School, Chandler is new to the working environment and has joined our team as a Receptionist. 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.

Jenny Holland
Administrator (14 years experience)

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 cerficates in Microso Office
products and connues 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
Resolute Wealth Management team, we are pleased to have her part of the team.

Jillian Fraser
Administrator ( 7 Years experience)

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 the last 7 years in various industries.

CECELIA VAN HEERDEN

Administrator & Personal Assistant (15 years experience)

 Cecelia joined Resolute Wealth with a wealth of industry experience. She started her career in the financial services industry in 2001 at PSG office in Cape Town which focused on stockbroking clients. She started as a receptionist and finally worked towards being a full time administrator and then also took the role of office manager where she was responsible for putting processes and systems in place in order to streamline the office. Cecelia then went on to get further experience at Private Client Holdings & Stoneage Flemming in Cape Town. After this she decided to take a year off to spend time with family and her children. After her break from the Industry, Cecelia decided to join Resolute Wealth Management, as she realised her passion for the industry and her dealing with clients. Cecelia enjoys taking action and through her role at Resolute Wealth she has decided to “Make a Choice”, “Take a Chance” and “Make a Change” to fulfil the balance between my home and work life.

VICTORIA REUVERS

Senior Portfolio Manager for Morningstar Investment Management South Africa, responsible for leveraging Morningstar’s global investment capabilities to provide best practice investment consulting and portfolio construction 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 and has 12 years experience in the financial services industry. She holds a bachelor’s degree in Finance at 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

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 participating on the investment committees of both traditional and hedge fund product offerings. During his time at Novare, Eugene 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 participating as a speaker at several investment conferences.

He is currently portfolio specialist at Morningstar Investments Management South Africa.

He is a qualified Chartered Financial Analyst (CFA) and a Certified Financial Risk Manager (FRM).