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Jonathan Whittaker, Cfa Email & Phone Number

Assistant Portfolio Manager at TBI Investment Managers at TBI Group
Location: City Of Cape Town, Western Cape, South Africa 5 work roles 7 schools
1 work email found @tbi.co.za LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@tbi.co.za
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Assistant Portfolio Manager at TBI Investment Managers
Location
City Of Cape Town, Western Cape, South Africa
Company size

Who is Jonathan Whittaker, Cfa? Overview

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Quick answer

Jonathan Whittaker, Cfa is listed as Assistant Portfolio Manager at TBI Investment Managers at TBI Group, a company with 36 employees, based in City Of Cape Town, Western Cape, South Africa. AeroLeads shows a work email signal at tbi.co.za and a matched LinkedIn profile for Jonathan Whittaker, Cfa.

Jonathan Whittaker, Cfa previously worked as Head of Distribution at TBI Investment Managers at Tbi Group and Head Of Distribution at Ora Fund Managers. Jonathan Whittaker, Cfa holds Chartered Financial Analyst, Investments And Securities from Cfa Institute.

Company email context

Email format at TBI Group

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*@tbi.co.za
71% confidence

AeroLeads found 1 current-domain work email signal for Jonathan Whittaker, Cfa. Compare company email patterns before reaching out.

Profile bio

About Jonathan Whittaker, Cfa

Working in the professional investment services industry I enjoy the corporate environment, assisting our clients in overcoming challenges and taking advantage of new opportunities. I gain enjoyment from working towards making things run well and adding to the bottom line. I am always on the lookout for new projects to get involved in that can stretch my knowledge and experience, taking my career to the next level.

Listed skills include Portfolio Management, Management, Investments, Business Analysis, and 8 others.

Current workplace

Jonathan Whittaker, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

TBI Group
Tbi Group
Assistant Portfolio Manager at TBI Investment Managers
bellville, western cape, south africa
Website
Employees
36
AeroLeads page
5 roles · 8 years

Jonathan Whittaker, Cfa work experience

A career timeline built from the work history available for this profile.

Assistant Portfolio Manager At Tbi Investment Managers

Current

City Of Cape Town, Western Cape, South Africa

Hybrid role, day-to-day management of the Sanlam Alternative Income Fund (SAIF), our flagship tax efficient cash fund offering, as well as maintaining and building our valuable base of SAIF supports.

Apr 2024 - Present

Head Of Distribution At Tbi Investment Managers

TBI Investment Managers previously known as Ora Fund Managers.

2018 - Apr 2024

Team Leader

Cape Town Area, South Africa

During my time at Maitland as a team leader in both the Corporate Actions and Portfolio Valuations teams I have gained valuable insight into the investments industry. This experience gained has included processing of both simple and complex corporate actions to client portfolios, portfolio valuation and prices dissemination for a range of unit trust.

Sep 2011 - Nov 2015
Team & coworkers

Colleagues at TBI Group

Other employees you can reach at tbi.co.za. View company contacts for 36 employees →

7 education records

Jonathan Whittaker, Cfa education

Chartered Financial Analyst, Investments And Securities

Cfa Institute

Cfa, Investments And Securities, Cfa Level Ii Candidate

Cfa Institute

Re 1 - Key Individuals

Moonstone

Re 5 - Representatives

Moonstone

Diploma, Business Analysis, Diploma In Business Analysis

Faculty Training Institute
FAQ

Frequently asked questions about Jonathan Whittaker, Cfa

Quick answers generated from the profile data available on this page.

What company does Jonathan Whittaker, Cfa work for?

Jonathan Whittaker, Cfa works for TBI Group.

What is Jonathan Whittaker, Cfa's role at TBI Group?

Jonathan Whittaker, Cfa is listed as Assistant Portfolio Manager at TBI Investment Managers at TBI Group.

What is Jonathan Whittaker, Cfa's email address?

AeroLeads has found 1 work email signal at @tbi.co.za for Jonathan Whittaker, Cfa at TBI Group.

Where is Jonathan Whittaker, Cfa based?

Jonathan Whittaker, Cfa is based in City Of Cape Town, Western Cape, South Africa while working with TBI Group.

What companies has Jonathan Whittaker, Cfa worked for?

Jonathan Whittaker, Cfa has worked for Tbi Group, Ora Fund Managers, and Maitland.

Who are Jonathan Whittaker, Cfa's colleagues at TBI Group?

Jonathan Whittaker, Cfa's colleagues at TBI Group include Eugene Goosen, Danielle O'Kennedy Cfp®, Ockert Goosen, Ian Groenewald, and Fahima Omar.

How can I contact Jonathan Whittaker, Cfa?

You can use AeroLeads to view verified contact signals for Jonathan Whittaker, Cfa at TBI Group, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Whittaker, Cfa attend?

Jonathan Whittaker, Cfa holds Chartered Financial Analyst, Investments And Securities from Cfa Institute.

What skills is Jonathan Whittaker, Cfa known for?

Jonathan Whittaker, Cfa is listed with skills including Portfolio Management, Management, Investments, Business Analysis, Business Development, Administration, Microsoft Excel, and Investone.

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