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Meet the Team

Our team is the heart of what we do. From administration and marketing to analysts and advisors, we work together to turn your financial goals into reality.

Michele Carby

Managing Partner

Payal Trehan

Managing Partner & Senior Investment Strategist

Deluni Nathanielsz

Practice Manager & Financial Controller

Suleiman Rahman

Investment Analyst


Jammie Villasenor

Admin Manager

Anthony Wharton

Head of Marketing & Sales


Michaela Carby

Marketing Specialist

Arham Mulla

Marketing Specialist

Elize Van Wyk

Business Development Manager

Get in touch with us today