Joel Kletz - Kendal:IP

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Joel Kletz

Joel heads up our FP&A and Finance Function Platform teams with over 12 years of experience as an operational CFO and entrepreneur. His background includes financial modelling, reporting, forecasting, and planning across a range of business contexts. Joel supports clients with reporting, performance reviews, forward-looking financial insight and disciplined planning.

Qualifications

Chartered Accountant (SA); Higher Diploma in Accountancy (Cum Laude); BAcc (Hons), University of the Witwatersrand

Nick Ward-Able

Chief Executive Officer of Kendal Investment Partners, with extensive experience across financial planning and analysis, capital structuring, and advisory execution.

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David Rajak

Executive Director at Kendal Investment Partners and a capital markets specialist with over 25 years of experience across global debt and capital markets.

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Joel Kletz CA(SA)

A chartered accountant and operational CFO focused on financial modelling and data to shape clear narratives and support informed decision-making.

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David Hurwitz CA(SA)

Former CEO of a JSE listed company’; specialist in acquisitive and organic growth and capital markets.

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Martine Burgess

Heads up financial modelling and capital structuring at Kendal Investment Partners and has over 20 years of experience in financial planning and analysis within large financial institutions.

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Daniela Burns

Key member with over 15 years of specialised debt capital markets experience across boutique advisory and JSE-listed environments, she brings a combination of strategic insight and calm precision to complex capital market transactions.

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Ewa Orpen

Legal Counsel at Kendal Investment Partners with over 20 years of experience across banking, regulatory, and capital markets law.

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Megan Shankman

A Chartered Accountant (SA) with experience across audit, fund finance, and operational finance in South Africa and the UK.

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James Macgregor

Professional with a background in audit and financial analysis from Deloitte London. He brings extensive experience in financial analysis and technical accounting within the agricultural, energy, retail, financial & industrial sectors.

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Justin Stone

Transactor at Kendal Investment Partners, responsible for aspects of the firm’s technology stack, financial management, and process optimisation.

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Ryan Painting

A transactor at Kendal Investment Partners. He brings experience in audit, transaction due diligence, and financial modelling, having worked on both buy-side and sell-side engagements.

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Grant Kurland
Non-Executive

An experienced entrepreneur, founder and investor with over 20 years in multi-national financial services.

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Stuart Stone
Non-Executive

An experienced entrepreneur, founder and investor with over 20 years in multi-national financial services.

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