CFA Society South Africa

President

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.

Nigel is a portfolio manager at Sanlam Investment Management. His primary responsibility is that of an oversight role over the investment businesses within the Sanlam Emerging Markets business. He has worked in the asset management industry since 1993, and has spent most of his years as an equity analyst and portfolio manager. He also has experience in asset allocation.

He is a qualified CA(SA) and CFA charterholder.

Board Member

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JD is a Senior Associate at Stonehage Fleming. He is a part of the investment research and strategy team, responsible for manager selection and oversight of the firms model portfolios. At just over three years, JD has been in the investment industry for a relatively short period of time - having worked in Corporate Finance and as a lecturer before. He became a CFA® charterholder in 2016.

Dayne Morkel, CFA 

Dayne began his career as an Investment Banker at Morgan Stanley in New York and then in London. He is a CFA Charterholder and earned his MBA from the University of Cape Town, where he is now completing his PhD as a doctoral researcher in finance. Dayne currently focuses on philanthropy and impact investment.

Jennifer is the Head of Portfolio Management (Retail) and Executive at STANLIB Multi-Manager. She was a highly rated sell-side analyst covering Media, Electronics and IT Stocks first at Nedgroup Securities and then SBG Securities. In addition to being a CFA Charterholder Jennifer is a certified Financial Risk Manager (FRM).​

Rosanne Howarth, CFA

Rosanne has served on the board for 2 years. Rosanne is a Client Fund Manager at STANLIB Asset Management. Her role includes institutional business development and client support. Rosanne holds a BSC Hons in Mathematics, a BCom Hons in Financial Analysis and Portfolio Management, a Certificate in Actuarial  Techniques as well as a Post Graduate Certificate in Education. Rosanne is married and has two children. Her hobbies include running and playing squash.​

 Dunny is the Chief Operations Officer of Wealth Africa Regions at the Standard Bank Group

Thato is a portfolio manager at Sanlam Private Wealth​. He has worked in investment banking and investment management with different firms such as Credit Suisse, Cadiz Asset Management and Mvunonala Asset Management.

Board Member

Caroline is a private client portfolio manager with Adviceworx.  She has worked in financial services since 1996, and spent most of her years working in the retail client stockbroking divisions of HSBC and Standard Bank.  Her area of specialization is in South African and global equity markets.

Raazia Ganie, CFA

Board Member

Raazia is an experienced Investment consultant with a demonstrated history of working In the financial services industry. Strong Finance professional skilled in Portfolio Management, Investment Advisory, Investment Management, Hedge Funds and Investment.

Board Member

Lungile has 8 years of financial services experience, the past 5 years have been spent in the investment industry. Lungile has gained experience at Old Mutual Investment Group, Transcend Capital and Vunani Securities. She’s a qualified CA(SA) and CFA charterholder. Lungile is currently employed at EPPF as a listed property analyst.

Executive Officer 

Linda specialises in Communications with extensive experience in Brand and Project Management

Candidate Support Coordinator 

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 Experienced Society & Candidate Support Co ordinator

​Thando Mlambo

Administrator

​Experienced Society Administration

​Noluthando Phakathi

Programme & CPD Events Coordinator 

Experienced Events Co ordinator