Jonathan Wernick

Jonathan Wernick has a diverse work experience spanning over 15 years. Jonathan began their career as an Audit Trainee/Supervisor in the Transaction Services Department at KPMG South Africa from 2005 to 2008. Following that, they worked as a Treasury Accountant at FirstRand Group from 2008 to 2009. Jonathan then joined Consilium Securities as a Junior Equity Analyst from 2010 to 2011, where they extensively analyzed public companies using the CFROI methodology. From 2012 to 2015, Jonathan worked as an Investment Associate at Deal Bridge, providing financial research and advisory services to clients. Since 2015, they have been associated with Sasfin, initially serving as an M&A and Commercial Banker, where they provided expert knowledge on stocks, conducted research, and identified investment opportunities. Currently, they hold the position of a Global Equity Analyst at Sasfin, specializing in monitoring and analyzing trends in the global equity market.

Jonathan Wernick obtained a Bachelor of Commerce (BCom) degree in Accounting from the University of Johannesburg, graduating in 2003. Jonathan later pursued a Bachelor of Commerce Honours in Accounting from the same university and completed it in 2004. In 2016, Jonathan enrolled at the University of Johannesburg again, this time completing a Post Graduate Diploma in Tax Law in 2017. Additionally, they have obtained certifications as a Chartered Accountant (CA) from SAICA CA(SA), as a Chartered Alternative Investment Analyst (CAIA) charterholder from the CAIA Association, and as a Chartered Financial Analyst (CFA) charterholder from the CFA Institute. Unfortunately, the exact timing of these certifications is not provided.