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Charolyn Pedlar
Charolyn has over 35 years’ experience in local and global financial services with extensive experience across a wide range of roles in the investment and fund management sector. She is joint manager of the Platinum Portfolios Global and Local funds and investment solutions.
Mel Meltzer
(BA.LLB.Stell)
Mel’s track record spans more than two decades as an investment manager in both local and global markets. He is joint manager of the Platinum Portfolios Global and Local funds and investment solutions.
Stuart Green
BCom (Management & Economics) | CFA | CFP
Analyst: Multi-Manager Solutions
Stuart joined the team in January 2023 and is jointly responsible for the multi-manager investment process. He has over 15 years’ experience, starting his career at Investec’s UK Treasury before moving to Investec Wealth. Here he constructed bespoke portfolios for high-net worth individuals and assisted in the fund research capability. He then joined Alex Forbes Investments as a portfolio manager, co-managing all private client investment solutions both locally and offshore. Thereafter, he co-founded a holistic wealth management business that provided personalised financial plans for private clients, including investment management.
Sherina Naidoo
BCom(Accounting)
Accountant
Sherina completed her SAICA articles at KPMG. She joined Platinum Portfolios in July 2010, and she performs the full accounting function to ensure completeness, accuracy and timeous delivery of the financial reports.
Samantha Dorning
Office Manager
Samantha joined the team in May 2022. She is responsible for the company’s operations as well as IFA support. Before joining Platinum, Samantha worked as Administration & Services Manager for a financial advisory firm for 14 years. Samantha has worked in the financial services industry in an administrative capacity for over 30 years.
Lyschelle Covelé
Client Relationship Manager
Lyschelle became a member of Platinum Portfolios in April 2024 as the Client Relationship Manager. With her extensive background in the financial services industry, coupled with her customer service expertise and broad knowledge of systems and processes, she’s well-equipped to ensure clients receive top-notch service and support. Her positive attitude and willingness to help surely contribute to creating a pleasant and effective experience for clients. She brings a wealth of experience and skills to her role in client interactions, which is essential for building strong relationships and fostering client satisfaction.