Gavin Mofsowitz

After completing his post graduate studies in Investment Management and Financial Economics (Honours) at the University of the Free State, Gavin moved up to Johannesburg where he joined Investec Private Bank in his early career. Having gained considerable experience in dealing with high net worth clients and Family Office Wealth in the Wealth Management Division, Gavin joined the Treasury Desk where he spent 2 years looking after both listed and non-listed institutions and corporates. After spending a successful 5 years at the Bank, Gavin was approached by Alexander Forbes to join their Financial Planning Division. He spent almost 10 years advising both high net worth clients and large institutional retirement funds around all aspects relating to holistic financial advice and retirement planning. During this time Gavin gained a strong reputation with various boards of trustees and their members. Gavin’s passion for financial markets, economics and behavioural finance resulted in him being a regular contributor to Alexander Forbes’ in-house investment journals and various radio and television interviews.

Gavin joined JBL Wealth Management in 2019. He is passionate about helping clients navigate the financial journey, following strict protocols and principles around treating customers fairly and with the due care they deserve. Gavin has built strong relationships with his clients over a 15 year career in the Wealth Management arena and is constantly upskilling himself in this everchanging fast paced world. Gavin is a member of the FPI and is also an accredited Certified Financial Planner.

In his spare time, Gavin is an avid endurance athlete and has participated in numerous Iron Man events and having a family with 3 young children keeps him busy on the home front.