BELMONT ASSET MANAGEMENT - Key Persons
Job Titles:
- Director
- Member of the Belmont Team
Carol completed UNISA's Programme in Investment Analysis and Portfolio Management and holds a certificate in Financial Markets and Instruments from the Academy of Financial Markets. Carol joined Belmont in 1998 and has 20 years' industry experience. She is a member of the investment and business strategy team, manages portfolios and liaises with clients.
Job Titles:
- Portfolio Administration Manager
Lyn is the newest member of the Belmont team, joining us mid June 2021. Qualified with a B Compt (Hons) CA(SA), she is responsible for portfolio administration and statistics.
Paul Beachy - CIO, Managing Director
Job Titles:
- CIO
- Head
- Managing Director
- Member of the Belmont Team
Paul holds a B Bus Sc (Actuarial Science Hons) degree from UCT. He joined Belmont in 1999, having previously been GM Equities for a large institution. Paul has over 38 years' investment experience and as Belmont's Chief Investment Officer oversees investment strategy and manages client portfolios. He is also involved in overall business strategy and client liaison.
Job Titles:
- Director
- Member of the Belmont Team
- Belmont in 2015 As a Portfolio Manager
Tom graduated with a B Bus Sc (Finance) degree from UCT and is a CFA Charterholder. Tom joined Belmont in 2015 as a portfolio manager and brings with him diverse experience gained through a dozen years of analysing and investing in the markets.