CFA Society South Africa

A Partner in the CFA Institute Global Network of Societies


 Society Leadership


Office Bearers

Philip Bradford, CFA

President and Board Member
Philip is Head of Fund Management at Sasfin Wealth.

Nigel Suliaman, CFA, CA(SA)

Treasurer and Board Member

Nigel is a portfolio manager at Sanlam Investment Management.





Ann Marie Wood

Executive Officer

Ann Marie has vast experience with CFA Institute and the CFA Society South Africa.

Marco Efstathiou, CFA

Board Member

Marco specialises in SA Equity Sales at Citi Group


Board of Directors

Arthur Thompson, CFA

Board Member

Arthur is a Director at Integre Investment Management based in Johannesburg
Ingrid Vermeulen, CFA

Board Member
Ingrid is a Transition Manager at Avior Capital Markets

Martin Poole, CFA, CFP

Board Member

Martin is an institutional asset consultant at Old Mutual Corporate Consultants. His focus for the board of the society is ethics and advocacy.

05_Teamshots_Brandon.jpgBrandon Zietsman, CFA, CAIA

Board Member

Brandon is CEO and Chief Investment Officer at PortfolioMetrix

Nerina Visser, CFA

Board Member

Nerina is an independent ETF Strategist and Advisor, offering consulting services to the investment industry, financial advisors and private individuals with a specialist focus on exchange traded products, benchmark indices and quantitative rules-based structured solutions. She is a director of the etfSA Portfolio Management Company and has been an investment professional for 20 years.

Melville pic2.jpgMe​lvi​lle du Plessis, CFA, CAIA, FRM  
Board Member
Melville is a Portfolio Manager at Sanlam Investments.​​​​




Dayne Morkel, CFA                           

Board Member

Dayne is a Program Director for PATH, a global healthcare non-profiorganisation .