Management Team

Farrel Meltzer

B.Comm, B.Acc (Cum Laude), Adv. Dip Banking (Cum Laude), Chartered Accountant

Group Managing Director

Farrel founded the Wingate Group in 2003 after a highly successful career as an investment banker, including holding positions as head of ANZ Private Bank and the Group Managing Director of Investec Bank (Australia) Ltd.

Recognised as one of Australia's outstanding specialised financial service innovators and business builders, Farrel's experience spans funds management, private equity, private clients, debt, structured investments, corporate advice, business strategy, capital markets, securitisation and funding for large privately owned businesses.

B.Comm, B.Acc, Chartered Accountant, Chartered Institute of Management Accountants

Executive Director

Marc has over 20 years experience in senior positions in banking and commerce including more than a decade in private equity, listed equities and principal investing.  His broad and deep experience includes initiating, structuring and implementing more than 35 transactions since 1998.  He has a successful track record of working closely with investee companies to facilitate growth, value-add and corporate governance and generating superior financial returns.  

Marc is the Chief Investment Officer and a Director of Safika Holdings, one of South Africa's leading investment holding companies, where he has primary responsibility for strategic oversight of the Group’s operational and listed investment portfolio.

B.Bus (Accounting), Chartered Accountant, Grad. Dip App Fin & Inv

Chief Financial Officer

Anthony has over 14 years experience in accounting, compliance and financial services and has held prior positions at PricewaterhouseCoopers and Carnegie Wylie.

B.Comm, B.Compt, Chartered Accountant

Managing Director, Capital Solutions

Richard has over 20 years of experience in financial markets, including advisory and principal investing roles in equity and debt markets in Australia and offshore. Richard’s career has included senior roles at ING Barings, Investec Bank, Hindal Group and River Capital where he developed a strong track record in mid-market advisory, private equity and debt.

B.Comm, B.Acc, Chartered Accountant, CMA

Head of Advisory

Franco has over the past 20 years initiated, advised on and closed transactions valued at many billions of dollars in corporate finance, mergers & acquisitions and capital markets. Franco’s experience includes advising large privately owned businesses as well as national and multi-national public corporations on both local and cross-border transactions.

Prior to joining the Wingate Group, Franco was a partner at PricewaterhouseCoopers for 18 years and a leading member of the firm’s Corporate Finance team.

BA Hons. Economics (Swarthmore), MBA (Harvard)

Head of Private Equity

Steven’s career includes strategy consulting with Monitor in Europe and South Africa and spans more than two decades in private equity. He worked in the United States at blue chip private equity firm Berkshire Partners, and in South Africa where he was a founder and Managing Director of Horizon Equity Partners. Horizon is regarded as one of South Africa’s leading providers of growth and buyout capital to small and medium sized companies, with a successful track record dating back to 1992. Steven has initiated, managed and realised more than 20 private equity investments including a number of successful public listings.

B.Comm, Chartered Financial Analyst, Fellow of the Financial Services Institute of Australia

Chief Investment Officer, Wingate Asset Management

Chad is a specialist in both the equities and fixed income markets and has developed a reputation and following as an astute value investor. Chad has held positions as an equities and derivatives analyst at HSBC Bank in London, and an equities research analyst at First National Bank in South Africa. In 1998 Chad co-founded Aurica Financial Services, an asset management business which became a top 300 unlisted company in South Africa. In 2002 Chad joined AXA Ltd in Australia as an Equities and Fixed Interest Investment Specialist.  

Chad joined the Wingate Group in 2006 and is one of the founders of Wingate Asset Management.

B.Comm, B.Ec, Chartered Financial Analyst, Grad. Dip. Applied Finance and Investment, Fellow of the Financial Services Institute of Australia

Portfolio Manager, Wingate Asset Management

Joel has over eleven years experience in global investment markets. Joel spent the early part of his career at Merrill Lynch in investment banking focused on merger and acquisition activity in both Melbourne and New York. Prior to this he worked within the firm’s equity research and asset management divisions. His roles included global equities valuation, financial modelling and transaction related capital structuring. He has significant equity and capital markets, corporate finance and private equity experience in both the public and private markets.  

Joel joined the Wingate Group in 2004 and is one of the founders of Wingate Asset Management.

B.Comm, Chartered Accountant, Chartered Financial Analyst

Portfolio Manager, Wingate Asset Management

Alastair has specialised in international equities for the past eleven years. Prior to joining Wingate Alastair was a director with RBS (previously ABN AMRO) in New York for seven years, during which time he served as a research analyst covering US media before taking responsibility for covering the firm's value focused clients. Prior to this, Alastair covered US media for Cazenove and European industrials for Banque Paribas in London. Before entering banking, Alastair spent four years with Price Waterhouse in Australia and London. 

Alastair joined the Wingate Group in 2009.

B.Sc, Fellow of the Faculty of Actuaries (UK), Fellow of the Society of Actuaries (USA)

Joint Managing Director, Property

Ryan is specialist in evaluating risk and structuring creative solutions to mitigate and minimise risk, while ensuring commercial soundness. He has business-building and investment experience across three continents and brings substantial marketing, innovation, analytical and entrepreneurial skills to the Wingate team, as well as specific experience in the finance, insurance and loyalty industries.

Prior to joining Wingate in 2006, Ryan founded Destiny Health, a Chicago-based health insurance company, spearheading what is now commonly referred to as the “Consumer Driven Healthcare” sector in the USA.

Joint Managing Director, Property

Mark has extensive experience and knowledge in all facets of the property and property finance sectors, built through various senior executive roles over the course of the last decade. He is well known and trusted within the property industry as a specialist in risk assessment, structuring and funding of leveraged property transactions.

Prior to joining Wingate, Mark spent 10 years with Ashe Morgan Winthrop, as the director responsible for their commercial lending business.