Gerhard Momberg, QFA, CFP®, is an investment professional with over 10 years of experience in the wealth management sector, managing a portfolio of more than 450 clients and achieving an average growth of 15.5% per year. Previously, they served as a Portfolio Manager at PSG Wealth from 2009 to 2020, where they created custom portfolios and actively traded equities. Currently, Gerhard holds the position of Investment Manager at Fidelity Investments. Their educational background includes a B.Com in Investment Management from Stellenbosch University and certifications in finance from JSE and IOB.
This person is not in the org chart
This person is not in any teams
This person is not in any offices