OUR PEOPLE
Meet the Belmont Team
Our highly qualified and experienced team are the backbone of our business, with our core investment team having worked together for many years. At Belmont Asset Management we have a team-based approach. Key investment decisions are made together, ultimately ensuring we deliver high quality asset management services.
Paul Beachy Head
Managing Director and CIO
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.
Carol Lotz
Director
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.
Tom de Moyencourt
Director
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.
PART-TIME CONSULTANTS
Lynette McNair
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.
Cassidy Clarke
General Office Consultant
Cassidy holds a B Com (Marketing) degree and joined the Belmont team in 2019 as our primary client interface. She has additional functions in marketing, compliance and office management.