Paul Beachy Head, Managing Director and CIO

paul-beachyPaul 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 36 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.

 

 



Carol Lotz, Director

carol-lotzCarol 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 19 years’ industry experience. She is a member of the investment and business strategy team, manages portfolios and liaises with clients.

 

 

 


Tom de Moyencourt, Portfolio Manager

TomTom graduated with a B Bus Sc (Finance) degree from UCT and then went on to successfully complete his CFA exams.  Tom joined Belmont in 2015 as a portfolio manager and brings with him diverse experience gained through several years of analysing and investing in the markets.

 

 

 


Wendy Bloomer, Administration Manager

wendy-bloomerWendy joined Belmont in 2001 and is responsible for portfolio administration, performance data and the  maintenance of Belmont’s website.  Wendy completed a Higher Diploma in Education (Commerce) in 1989.