Jonathan W. Wakahe, CFA a seasoned financial professional with over 18 years of experience, currently leads as the Chief Executive Officer at Globetec Asset Managers Limited. He possesses extensive expertise in wealth management, portfolio management, investment research, and leadership gained through his diverse roles at renowned institutions. His leadership encompasses formulating strategies, ensuring compliance and operations, and driving business development. Notably, he has successfully managed client relationships for billion-dollar pension fund clienteles and cultivated a strong track record in developing investment strategies, conducting research, and overseeing financial planning and analysis. With his impressive qualifications, including the Chartered Financial Analyst (CFA) designation and various CISI certifications, Mr. Wakahe is a valuable asset.
Steve Nchoe is a seasoned professional with over 16 years of experience in the financial services industry. He is currently the Director of Strategy and Business Development at Globetec Asset Managers Limited, where he has been instrumental in achieving optimal returns for clients through strategic sourcing and execution of Fixed Income positions. Prior to joining Globetec, Steve held various roles at leading financial institutions, including Dyer and Blair Investment Bank, Old Mutual Securities, NIC Securities, and Securities Africa. Throughout his career, he has honed his expertise in equities trading, Fixed Income investment and trading, and market analysis. Steve holds a Bachelor of Science degree in Computer Science and is a CIFA member.
Sylvia Warugongo, Senior Portfolio Manager at Globetec Asset Managers Limited, brings over 15 years of expertise in portfolio management, trading, and business development. She excels in generating investment policy statements, constructing diversified portfolios, and providing insightful reports to clients. Her diverse experience includes leading roles at Securities Africa, Sterling Capital Ltd, NIC Securities, CFC Stanbic Financial Services, and Faida Investment Bank, where she consistently demonstrated her ability to drive growth, manage risk, and deliver exceptional results. Sylvia’s academic background, including an MBA in Finance, an ICIFA certification and a Bachelor of Commerce degree in Banking and Finance, combined with her extensive industry experience, make her a valuable asset at Globetec Asset Managers.
Maurice Mukenyi, a research analyst with expertise in both finance and economic development, leverages his experience at Globetec Asset Managers Limited to analyze data, conduct due diligence, monitor market trends, and provide insightful investment recommendations. He excels in research and reporting, and his prior experience at the State Department for Economic Planning, Monitoring and Evaluation Directorate equips him with a deep understanding of economic development programs and policies. Maurice’s commitment to professional development is showcased by his CISI Level 1 and Level 2 certifications. His strong academic background in Economics, Finance and Statistics make him a valuable asset to any organization.