I founded Stackr with Brendan in 2017 having worked for over 20 years in the financial services industry. The reason for founding Stackr is very personal – I wanted to make a material change, for the good, in the way people access savings. We have entered a new technological revolution and the traditional financial services companies are largely stuck in the past. With the knowledge I have gained over my time in traditional financial services and my willingness to embrace the future technology, I believe Stackr can bring about a fundamental change in the experience people have when it comes to saving.
I founded Stackr with Cobus in 2017 after 18 years in traditional financial services with a vision to change the way people save. I believe traditional financial services companies are not moving quickly enough to supply the latest investment opportunities and use the most up to the minute technology that can provide the optimal investment experience for clients. Stackr brings these elements together in a single solution for investors.
I have nearly 20 years’ experience in financial services marketing. My prior experience includes nearly 7 years at Sanlam (the largest financial services provider in Africa), where I was brought in to develop the marketing of the international investments businesses. My skillset focusses on launching funds, the development of marketing activities to build user engagement and attract assets and supporting global investment platforms. I was instrumental in launching Sanlam’s AI investment capability across Europe, Africa, and North America Offshore. I ended my tenure as head of marketing at Sanlam Global Investment Solutions’ (SGIS) and as a member of the Executive Committee.
I have a decade's experience as a chartered accountant, previously serving as a Director and working as Head of Finance for Sanlam Global Investment Solutions for just over 4 years where I was responsible to direct, plan, control and coordinate the overall financial activities of the company.
Prior to joining Sanlam, I worked as an Operational Financial Manager in the mining industry where I was responsible for implementing operational reporting and other such tasks.
I have over 10 years’ experience in financial services. Prior to Stackr I worked at Sanlam Global Investment Solutions as the lead on the investments team where I worked directly with Artificial Intelligence and Machine Learning which was utilized to manage the investment solutions offered. Other responsibilities included research for new products and ideas, ongoing analysis of all internal investment processes and systems and the day-to-day running of the team.
My firm belief in the intersection between finance and technological innovation has led me to join Stackr, a company I believe promises exactly that.
I majored in Finance, Mathematics and Computer Science before going on to obtain my Computer Science honours degree with distinction. I am now in the final stages of completing my Data Science Masters degree with a specialisation in Financial Technology. I have also passed my CFA level 1 & 2 exams.
I have over 20 years of design and marketing experience from studios and agencies to in-house. Prior to joining Stackr I was Marketing Manager at Sanlam Global Investment Solutions where I rebranded the business, created and designed all the marketing materials and email strategies. Due to the nature of the business all of our work was spread across the world in regions such as the Americas, the Middle East, Australia, Africa and Europe, in multiple languages.
As Stackr's compliance consultant, my role is to establish and assist with the implementation of the company's compliance procedures.
Before becoming an independent consultant, I was Head of Compliance at Sanlam Global Investment Solutions’ (SGIS), where I was responsible for developing, implementing and monitoring Sanlam Global Investment Solutions' (SGIS) compliance program and risk management framework.
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