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 43 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 26 years’ industry experience. She is a member of the investment and business strategy team, manages portfolios and liaises with clients.
Michael Lellyett
Trainee Portfolio and Administration Manager
Michael graduated with a B Com (Finance and Investments) degree from Stellenbosch University. He is responsible for Portfolio Administration as part of his training as a Portfolio Manager.