Meet the Cordatus Team

The team at Cordatus comprises highly qualified, experienced individuals with complementary skills. The entire team is tasked with managing your mandate with only one goal in mind, meeting and exceeding your expectations. Whether you require financial planning, investment management, wealth management, legal, tax or client services every team member is at your disposal and dedicated to providing you with that “wow” factor. Being unique individuals ourselves, your team at Cordatus comprises real people, living real lives and having the same fears and aspirations as you do. We take our role in your life very seriously and value our relationship with you highly

  • Craig McKay – BCom(Hons), CFA

    Investment Management and Compliance

  • Rolfe Casewell – BA LLB

    Wealth Management and Legal

  • Jono vd Merwe – BCom, PGD FP

    Investment Management

  • Cordatus-kim-welsh

    Kim Welsh – CFP

    Client Service and Operations

  • Cordatus-Shannon

    Shannon McKay – BA

    Marketing

Craig McKay – BCom(Hons), CFA

Investment Management and Compliance

An avid reader, amateur artist, fan of the Pinot wine varietal and enthusiastic braai-tong wielder, who is happier around a braai than on a boat, Craig is the father of two teenagers and husband to long-suffering Shannon.

Craig grew up in the southern suburbs of Cape Town, while being schooled at SACS before starting his career in the financial services industry. This began at Southern Life Asset Management, before moving to HSBC Asset Management. During this time while Craig was honing his institutional asset management skills under many talented professionals and respected mentors, he obtained his honours degree in commerce specialising in economics and the Chartered Financial Analyst (CFA) qualification. He then moved to Investec Wealth & Investments, where the link between financial markets and the many factors and emotions influencing the relationship between investors and their financial needs and assets was realised.

Motivated by this new understanding of investor behaviour particularly in times of market disruptions, Craig started Cordatus Capital in 2005. Incorporating the unique needs of individual investors, within a structured framework from Craig’s years of institutional experience forms the basis of the wealth & investment offering, which is directed by Craig and his fellow director Rolfe, today.

The growing influence of tax, the need to present a common view and the unique requirements of investors within the wealth & investment management process at Cordatus, resulted in the launching of 3 Cordatus collective investment schemes (unit trusts), where Craig is the lead fund manager.

Responsibilities:

Fund Management
Investment Analysis
Portfolio Managment
Wealth management
Compliance

Rolfe Casewell – BA LLB

Wealth Management and Legal

A lover of all things outdoors, from mountain biking to skiing, from surfing to diving, Rolfe is a true “child of Africa”. A devoted husband to Maggie, father to two teenage girls, his happy place is wherever his 25 year old Landy will take him.

Born and schooled in Zimbabwe, Rolfe landed up in the Eastern Cape to study law at Rhodes University after binge watching LA Law. After completing articles in Cape Town, he got hooked on another series with the pull of financial markets stronger than that of the court room. A first stint at Old Mutual in the city of Gold, covering all things legal with a financial leaning, set the ball rolling for a future in financial services.

The call of Cape Town grew stronger and Rolfe, by now a semi-gration expert, continued to ply his legal-financial profession at banking group, BoE and thereafter Southern Charter. With Craig and Rolfe getting to know each other very well during this time it was fate that Cordatus needed Rolfe as much as Cordatus needed his skills. With their wives agreeing to the long-term relationship, the deal was done, as usual, with a handshake, a bottle of wine, and some paperwork.

Responsibilities:

Wealth Management
Compliance
Investment Analysis
Legal

Jono vd Merwe – BCom, PGD FP

Investment Management

From a young age Jono was drawn into the world of financial markets, pooling money amongst his pre-teen friends to purchase and trade virtual assets for profits. Although too young to realise, this discovery of an inefficient marketplace planted the seed for what has grown into the passion he exhibits for the world of finance today.

Although Jono grew up in a variety of cities, Cape Town was always the one that felt like home. Before leaving Knysna and relocating to the Cape, Jono spent a four year stint at Stellenbosch University obtaining a Bcom (Investment & Financial Management) as well as a post-graduate Diploma in Financial Planning (Cum-laude).

As a proud ‘Matie’ Jono’s maiden stock market investment into Steinhoff International seemed the sensible thing to do…

Risk management training complete, Jono started his professional career in financial services with Cordatus, as a full time employee. On top of this Jono has also undertaken the task of obtaining the CFA designation, for which he passed the Level III examination in June 2019.

Away from work and studies Jono can be found seeking sunshine in nature, strumming guitars and working out the kinks in his latest hobbyist computer program.

Responsibilities

Portfolio Analysis
Wealth Management
Investment Analysis
Business Automation & Efficiency
Cordatus-kim-welsh

Kim Welsh – CFP

Client Service and Operations

A true Libran, Kim strives for balance, with a strong sense of fairness coupled with a deep appreciation for all things beautiful. A lover of the performing arts and music, mad about the movies, equally mad about a good day’s cricket, happiest walking and sleeping in the wilderness, closely followed by spending intimate and quality time with a few good mates and family.

Kim grew up in the southern suburbs of Cape Town, matriculating from Westerford. She originally studied marketing and began her working her career on the numbers side of apparel retail and direct marketing industry a world away from hedge funds, derivatives and Sortino ratios!

Kim joined financial services in 2011 and qualified as a Certified Financial Planner (CFP) in 2015, after completing a Post Graduate Diploma in Financial Planning. The underlying strategies and principles acquired in her early career of maximizing returns, with the least possible risk, at the lowest cost are no different from those required to perform her role at Cordatus in client service support and daily operations management.

Responsibilities:

Client Liason
Operational Management
Administration
Cordatus-Shannon

Shannon McKay – BA

Marketing

Schooled at Rustenberg (and still holding the record for absenteeism), “Shani” is a regular visitor to Dalebrook pool for a bracing dip after her morning run / walk and can be found creating jewellery in her home studio when time allows. Her enduring and deep relationship with old Jeeps, dogs, kids, extended family and friends creates her unique (and powerful) definition of wealth, which her husband has yet to find fault with.

An experienced Marketer, with a keen eye for grammatical imperfections (and the verbal dexterity of a multi-lingual sailor when challenged), Shannon honed her skills and gained valuable experience directing the message around premium brands from industries that include fashion, wine and property.

Shannon, a Stellenbosch University graduate in languages is the custodian of the brand, copy and marketing requirements at Cordatus.

Responsibilities:

Marketing
Design
Creative Director

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+27 (0) 21 794 8526

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