Carol holds a BCom degree in Economics and a postgraduate degree in Marketing. After graduating, she spent two years in London, gaining valuable international exposure at two leading merchant banks. On returning to South Africa, Carol furthered her career in wealth management at HSBC and Standard Private Bank. She completed her Certified Financial Planning (CFP®) certification in 2000.
In 2009, Carol joined Citadel Asset Management and then moved on to Definitive Capital Management, a boutique asset management firm focused exclusively on private clients, before joining WellsFaber in 2014.
Ray has spent his entire career in the financial services industry, starting at Barclays Bank in 1974. His banking career included all aspects of commercial and personal banking. In 1982, Ray joined National Acceptances as a money market and bond trader. In 1985, he and four colleagues left to form National Finance Brokers (NFB) Ltd, a national financial advisory services brokerage. Wishing to concentrate on his local clients, Ray bought the Western Cape office of NFB from his partners in 1987 and formed WellsFaber.
Yaseen is a partner in the audit, tax and advisory practice of Mazars. He is responsible for Accounting and Outsourced Services, based in the Cape Town Office. He has more than 20 years of experience within the auditing profession.
Yaseen also served as Financial Manager to Spoornet, a division of Transnet, a state-owned freight and Logistics company prior to practicing as a Registered Accountant and Auditor. He has also been involved extensively in performing audit work on behalf of the Auditor General as well as serving as audit committee member on the Governance and Assurance cluster for the Department of the Premier. He is a past member of IRBA’s Education as well as SAICA’s Public Sector Committees. Yaseen is also a Certified Forensic Examiner.
Michelle has been a managing partner of Mazars Cape Town since 2010. She also serves on Mazars South Africa’s National Board and Executive Committee. Michelle currently heads up the owner-managed business division of Mazars South Africa.
Danny joined Mazars in 2012 as an external Audit Partner. He is also responsible for the Cape Town Internal Audit and HR Advisory division. Danny serves on the Cape Town Executive committee of Mazars and on the National Mazars Board. He is also an Audit Committee member of Wesgro and the Saldanha Bay IDZ.
Jan has almost 20 years’ experience as an investor and businessman. He previously served as the chief investment officer of Citadel, a South African private client wealth manager with a broad international reach, after which he became CEO of Peregrine Holdings, a JSE-listed financial services firm. Jan joined RECM in 2013 as an analyst, shareholder and CEO.
Greg completed a BCom degree in Law and Business Management in 1997 and a BSc degree in Statistics and Computer Science in 2001. He went on to complete a Higher Certificate in Financial Markets and Instruments at the Academy of Financial Markets. In 2009, Greg received his Certified Financial Planner (CFP®) certification. He has also completed his advanced CFP® course in Portfolio Planning and Management.
Greg joined Grant Thornton in 2006 to manage the Cape Town office, where he became a director in 2008. In 2012, a group of partners and staff from Grant Thornton Cape Town merged with Mazars Financial Services, so Greg became part of the Mazars team, which merged with WellsFaber in 2015.
For all information regarding COVID-19,
please visit the South African government’s Coronavirus news and information portal.