Alexander Forbes Executive and Leadership Team

September, 2026

Leadership Overview

Alexander Forbes has 6 executives leading key functions including growth strategy, executive operations, business systems, financial management, divisional finance, and regional oversight.

Focused on empowering financial futures, Alexander Forbes delivers integrated retirement, healthcare, and investment solutions to drive long-term prosperity for individuals and corporate clients across diverse markets.

Leadership Roles at Alexander Forbes

  • Chief Executive Officer, Growth Markets - Jonathan Muthige
  • Senior Executive To Chief Executive Officer - Shama Lagari
  • Chief Executive Officer & Ebsi Officer - Jocelyn Hathaway
  • Chief Financial Officer - Bruce Bydawell
  • Divisional Chief Financial Officer - Rayhaan Jhetam
  • Regional Executive - Portia Mahlalela
  • Jonathan Muthige - Chief Executive Officer, Growth Markets

    Jonathan Muthige, the Chief Executive Officer, Growth Markets at Alexander Forbes, directs expansion initiatives across emerging financial landscapes. By identifying untapped market segments, the Chief Executive Officer, Growth Markets architects scalable entry strategies that broaden the reach of retirement and investment services. Jonathan Muthige monitors competitive shifts to ensure the firm maintains a dominant position in high-potential regions. This leadership role involves close collaboration with the board to align regional growth with the overarching corporate mission of accessible financial advice. Through rigorous analysis of market trends, the Chief Executive Officer, Growth Markets optimizes resource allocation to maximize impact. By fostering partnerships with local stakeholders, the executive secures sustainable revenue streams. Ultimately, Muthige drives the organizational commitment to providing expert guidance, ensuring that the firm remains a trusted partner for clients seeking robust financial solutions in rapidly evolving economic environments.

    Shama Lagari - Senior Executive To Chief Executive Officer

    Shama Lagari, the Senior Executive To Chief Executive Officer at Alexander Forbes, manages critical operational workflows that support the firm's strategic vision. By streamlining communication between the executive office and departmental heads, the Senior Executive To Chief Executive Officer ensures seamless execution of corporate mandates. Shama Lagari oversees the implementation of high-level projects, focusing on operational efficiency and the integration of financial consulting services. This role requires constant coordination with the leadership team to maintain focus on retirement fund consulting and wealth management objectives. By refining internal processes, the Senior Executive To Chief Executive Officer enhances the firm's ability to deliver timely, expert advice to clients. Lagari monitors performance metrics to ensure alignment with the company's goal of empowering individuals and employers. Through meticulous oversight of administrative and strategic functions, the executive maintains the operational integrity necessary for the firm to achieve its long-term financial impact goals.

    Jocelyn Hathaway - Chief Executive Officer & Ebsi Officer

    Jocelyn Hathaway, the Chief Executive Officer & Ebsi Officer at Alexander Forbes, directs the integration of advanced business systems with core financial service offerings. By modernizing the technological infrastructure, the Chief Executive Officer & Ebsi Officer enables more efficient delivery of retirement planning and investment solutions. Jocelyn Hathaway oversees the digital transformation of client-facing platforms, ensuring that wealth management tools remain accessible and user-friendly. This leadership role involves balancing complex system requirements with the firm's commitment to personalized financial advice. By aligning technical capabilities with business needs, the Chief Executive Officer & Ebsi Officer supports the firm's mission to provide empowering financial guidance. Hathaway monitors the performance of digital assets to ensure security and reliability for all retirement funds. Through strategic investment in technology, the executive drives innovation, allowing the firm to maintain a competitive edge while delivering superior value to clients across the entire financial services portfolio.

    Bruce Bydawell - Chief Financial Officer

    Bruce Bydawell, the Chief Financial Officer at Alexander Forbes, manages the fiscal health and capital allocation strategies of the organization. By overseeing financial reporting, budgeting, and risk management, the Chief Financial Officer ensures the firm maintains a strong balance sheet to support its investment and healthcare consulting services. Bruce Bydawell directs the financial planning processes that underpin the company's long-term growth objectives. This leadership role involves providing critical insights to the board regarding market volatility and revenue stability. By optimizing the firm's capital structure, the Chief Financial Officer facilitates the expansion of wealth management products. Bydawell monitors regulatory compliance and financial performance to ensure transparency and accountability. Through rigorous fiscal discipline, the executive supports the firm's mission of providing expert guidance, ensuring that the organization possesses the necessary resources to help clients achieve their financial goals through diverse and reliable investment products.

    Rayhaan Jhetam - Divisional Chief Financial Officer

    Rayhaan Jhetam, the Divisional Chief Financial Officer at Alexander Forbes, directs the financial operations for specific business units, ensuring profitability and operational efficiency. By analyzing divisional performance metrics, the Divisional Chief Financial Officer identifies opportunities for cost optimization within retirement and healthcare consulting segments. Rayhaan Jhetam manages the budgeting process for these divisions, aligning resource distribution with the firm's broader strategic goals. This leadership role involves close collaboration with operational managers to improve the delivery of financial solutions. By providing granular financial oversight, the Divisional Chief Financial Officer enables the firm to maintain high standards of service while managing overhead. Jhetam monitors revenue growth and expense control to ensure each division contributes effectively to the company's overall financial health. Through precise financial modeling and reporting, the executive supports the firm's commitment to providing accessible and empowering financial advice to a wide range of clients.

    Portia Mahlalela - Regional Executive

    Portia Mahlalela, the Regional Executive at Alexander Forbes, directs market engagement and service delivery across key geographic territories. By overseeing regional operations, the Regional Executive ensures that retirement fund consulting and investment solutions meet the specific needs of local clients. Portia Mahlalela manages relationships with regional stakeholders, fostering trust and expanding the firm's footprint in critical markets. This leadership role involves adapting corporate strategies to suit regional economic nuances, ensuring that the firm's financial advice remains relevant and impactful. By monitoring regional performance, the Regional Executive identifies growth opportunities and addresses operational challenges. Mahlalela coordinates with central leadership to ensure consistency in service quality while maintaining local agility. Through effective regional management, the executive drives the firm's mission to empower individuals and employers, ensuring that expert financial guidance is accessible and tailored to the unique requirements of clients within the assigned operational geography.

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    Frequently Asked Questions Regarding Alexander Forbes Top Executives and Leadership Team

    Who leads Alexander Forbes?
    Alexander Forbes is led by Jonathan Muthige (Chief Executive Officer, Growth Markets), along with executives such as Shama Lagari (Senior Executive To Chief Executive Officer) and Jocelyn Hathaway (Chief Executive Officer & Ebsi Officer).
    Who is part of Alexander Forbes’s executive team?
    The executive team of Alexander Forbes includes leaders such as Jonathan Muthige (Chief Executive Officer, Growth Markets), Shama Lagari (Senior Executive To Chief Executive Officer), Jocelyn Hathaway (Chief Executive Officer & Ebsi Officer) and other senior executives.
    How many executives does Alexander Forbes have?
    Alexander Forbes has 6 executives leading key business areas.
    What roles are included in Alexander Forbes’s leadership team?
    The leadership team of Alexander Forbes includes roles such as Chief Executive Officer, Growth Markets, Senior Executive To Chief Executive Officer, Chief Executive Officer & Ebsi Officer, Chief Financial Officer, Divisional Chief Financial Officer.