Our Team
We are committed to not only look at the bigger picture but to ensure that the smallest details are taken care of too. Our team works together to execute the steps needed to achieve our clients’ goals
PHILIP PLOTZ
Managing Director
Philip is a wealth advisor and director of IOTA and has gained most of his experience at the company where he has also established himself as a skilled family wealth strategist. Philip has through the years sought to ensure that he has the requisite expertise and resources to assist clients with establishing multigenerational wealth and crucial corporate structuring. Philip obtained a Bachelor of Commerce degree from the University of the Witwatersrand.
Philip has worked at IOTA since 1994 and assisted with the management buyout in 2002. Along with the experience he gained from this and his work with heads of families he has the essential knowledge and expertise to strategize and plan for a family’s financial future. Philip understands the need to ensure that the next generation has the resources to not only achieve their own financial successes but to also ensure the longevity of the previous generation’s wealth.
GREG BOISKIN
Director
Greg is a wealth advisor and director of IOTA with more than fifteen years’ experience in guiding clients in reaching their financial and investment goals. Greg uses his experience in understanding the complexity of his clients’ assets to further their financial successes.
Greg uses the skills he has gained from his Business Science (Finance Honours) degree from the University of Cape Town and his years of experience to effectively focus on the smaller more complex details of a client’s portfolio. Over the years Greg has established a close network of local and global specialists to find creative solutions to complex problems which a number of IOTA’s clients’ portfolios call for. One of Greg’s strengths is that he is highly detail orientated and uses this to be able to tackle complexities analytically with his direct approach to problem solving.
TYRONE COOK
Director
Tyrone is a wealth advisor and director of IOTA and one of the firm’s longest serving employees. Tyrone is an initiative-taker and believes that the first steps to achieving your financial goals is to understand the individual’s broader goals and to build a road map which sets out to achieve them.
Tyrone enjoys exploring the broader strategy with clients so that what may appear to be a complex and multifaceted task becomes attainable. This approach plays to Tyrone’s strength in being able to construct practical solutions to complex problems. Tyrone enjoys executing and achieving the goals which clients entrust him with, by being both patient and pragmatic.
ANDREW NEWELL
Director
Andrew is a wealth advisor and director of IOTA, having joined the firm in 2018. Andrew has gained in excess of twenty years of experience having worked at some of the most successful wealth management firms and therefore brings a nuanced and balanced approach to his advisory work with our client base. Andrew obtained a Bachelor of Commerce degree from the University of KwaZulu-Natal as well as a Post-graduate Diploma in Finance, Banking and Investment Management, before completing a Post-graduate Diploma in Financial Planning Law at the University of the Free State.
Andrew focuses on empowering clients in building financial futures for themselves and their families. Andrew uses the perspective he has gained from his education coupled with his work in both the retail and institutional markets to assist clients in distilling the complexities of the financial world.
CAITLIN FERREIRA
Wealth Advisor
Caitlin is a wealth adviser at IOTA, her journey with the firm began during her academic years at the University of Johannesburg, where she completed her BCom Honours degree in financial planning. Among Caitlin's qualifications is the CFP certification, showcasing her commitment to maintaining high standards in her profession.
Caitlin enjoys crafting bespoke financial strategies and places immense value on forging deep, lasting relationships with her clients. This dual focus ensures that every client feels both seen and understood, making their financial journey with IOTA a collaborative and fulfilling experience. Her approach is a harmonious blend of academic insights, real-world application, and genuine care for her clients' financial well-being.
