Roger was born in Nairobi, Kenya and educated at Prince Edward School, Harare and the University of Witwatersrand, Johannesburg where he qualified with a B.Comm, LLB law degree. After a sporting career as a ranked Wimbledon and US Open tennis pro, he has applied his knowledge and teaching prowess to assist with the management of several exclusive sporting centers in the New York area. In 2016 Roger successfully completed the Series 66 examinations to become a qualified Investment Advisor Representative and co-founded KDT Advisors, LLC in 2017.
Peter joined London’s Merrill Lynch International Wealth Management division in 2010. Starting as an Administrative Assistant, he was soon promoted to a full Client Service Officer role trading securities and servicing the diverse needs of high net worth clients. In 2013, J Safra Sarasin recruited Peter as an Executive Director and by 2017, Peter was responsible for the management of over 40 private clients supervising investments in excess of $125million. In 2019, Peter joined KDT Advisors LLC to support his uncle Roger in growing the New York office.
Colin was born in London, and completed his A Levels at Prince Edward (Zimbabwe), his BComm at Wits (South Africa) and MBA at INSEAD (France). During his 25 year career at Merrill Lynch International Private Client Group (London, New York and Monaco) completed the Series 7 (Securities), Series 65 (Regulatory) and Series 3 (Commodities) and at the time of the firm’s sale in 2012 was Senior Vice President responsible for a diversified $1billion group of client portfolios. Today Colin lives in Monaco and continues to support and advise a loyal group of clients both in Monaco and around the world.
Tim was born in Brest, France and educated at Kings College Wimbledon and Cambridge (MA History). Tim has worked at Merrill Lynch, London and Stonehage Fleming Family and Partners (London and Switzerland) where he was responsible for equity and fixed income fund research. Tim qualified as a Certified Financial Analyst Charter Holder in 2014 and co-founded KDT Investment Advisors in 2015. Tim is responsible for portfolio management and investment research.
Willena grew up in South Africa where she worked as a Personal Assistant to the Head of Department of Linguistics as well as administrative support for the staff members in the department at the University of South Africa. In 2013, Willena and her family relocated to Toronto, Canada where her skills and experience found her appointed in an administrative accounts payable and receivable position for two family-owned businesses. Today Willena devotes her time to support KDT’s administration, operations, and compliance.