Dean Barnard, CFA
In this role he focused on asset manager research and portfolio construction. Dean assisted in the refinement of Core Wealth's investment process, developing both corporate and private client portfolios with emphasis on implementing cost effective solutions.
He became a portfolio manager in 2017, assuming the responsibility of on-going management of Core Wealth strategies and bespoke portfolios. He also focuses on developing tax efficient solutions for private clients.
Dean received his BCom (Financial Management) with distinction from UNISA, and completed his BCom (Hons) in 2010.
Dean received his CFA charter in 2014 and is a member of the South African CFA society.