Jason has over 23 years’ of experience, spanning the range of Securities Trading, Investment and Treasury Management, Corporate Finance, and Corporate Banking. Most recently, Jason held the position of VP of Investment Management at the GraceKennedy Group. Jason also headed the Corporate Banking Unit within First Global Bank Limited where his functional responsibilities included the development, execution, and monitoring of business development strategies to grow the corporate banking business; management of credit structuring and assessment in accordance with the requirements of corporate clients within the parameters of the bank’s lending policy; the upgrading of the credit policies of the bank to conform with current and emerging risks, and management of the credit quality of the portfolio in conjunction with the credit risk management unit of the bank. Jason was also a member of the senior management teams of the securities dealing subsidiaries of Guardian Holdings and GraceKennedy where he led the Asset Liabilities Management Committee (“ALCO”) of GK Capital and served as a member of the GK Group ALCO. Jason is a graduate of the University of the West Indies, where he obtained a BSc. in Economics. Jason also holds a Master of Science degree from the University of London.

Dane joined Cornerstone in 2019 as the Chief Risk Officer for the Group and was seconded to Barita in May 2022 as the Interim Chief Executive Officer. He has over 20 years of experience in the financial services industry with extensive experience in Risk Management, as well as experience with Operational Risk, Strategy, Business Intelligence, and Financial Analysis. Prior to joining Cornerstone, he held the position of Regional Director, Market Risk Management at Scotiabank, where he had responsibility for the measurement, monitoring and governance of market risk exposures throughout the English-Speaking Caribbean. Dane earned undergraduate degrees in Mechanical Engineering and Economics & Business from Lafayette College and an MBA from the University of New Orleans. He earned the CFA Charter in 2006, the Financial Risk Manager (FRM) designation in 2007, and the Chartered Alternative Investments Analyst (CAIA) designation in 2019. Dane is the current President and former founding VP of CFA Society Jamaica. In his prior capacity as Chief Risk Officer he was responsible for the buildout, maintenance and oversight of the required risk management and supporting governance frameworks throughout the Cornerstone group.

Mr. Small-Ferguson is currently the Chief Executive Officer, Barita Investments Limited & Managing Director, Barita Unit Trusts Management Company Limited. He joined the Cornerstone Group in 2019 as VP, Asset Management & Research at Barita Investments Limited in 2019 from the Jamaica National Group where he was Chief Investment Strategist and Head of Research at the Group’s investment subsidiary. His professional background spans the areas of Investment Research, Treasury & Portfolio Management, Corporate Strategy and Investment Banking. He currently serves as a Director on the Investment Advisory Board of the Salvation Army Caribbean Territory, a member of the Board and the Chairman of the Audit & Compliance Committee of the Council of Voluntary & Social Services, the umbrella arm for charities in Jamaica, and is an Alternate Director of the Jamaica Stock Exchange. He is also the sitting President of the Jamaica Securities Dealers’ Association (JSDA), the industry level group for investment banks in Jamaica. Mr. Small-Ferguson has earned the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Risk Manager (FRM) designations. He also holds a Bachelor of Business Administration (BBA), Finance & Marketing (Hons) from the University of Technology, Jamaica and a Masters of Science in Quantitative Management (MSQM) from NYU Stern Business School, New York University.

Stephen has over 22 years’ of experience in Finance & Accounting, General Management and Strategy, Mergers & Acquisitions and Financial Risk. He joined Cornerstone in 2020 from PanJam Investment Limited, where he held the title of Chief Financial Officer for six years, and prior to that spent approximately ten years at GraceKennedy Limited in various financial and strategic roles, ending as Head – Corporate Planning & Strategy for the group. In his capacity at Cornerstone, he is responsible for the financial operations of the group, including financial accounting and management, regulatory and financial reporting in accordance with regulatory requirements, capital and operational budgeting, tax planning and reporting, and oversight of the financial control environment. Stephen also provides support on projects of strategic significance. He holds an MBA from the University of Toronto, a BSc – Accounting from the University of the West Indies as well as the Chartered Financial Analyst designation.

Stephanie Murdock is an accomplished human resources executive with over 22 years’ experience spanning the public and private sectors, with expertise in human capital strategy, organisational transformation, change management, leadership development, industrial relations and workforce strategy.

As Chief Human Resource Officer, she provides strategic leadership for the Group’s people agenda, supporting organisational growth and transformation through talent and workforce planning, leadership capability, culture, organisational effectiveness and change. Her experience also includes leading the people and organisational aspects of business integrations and acquisitions, aligning talent, structures and culture with broader business objectives.

Prior to joining the Group, Stephanie served as General Manager, Corporate Services at the National Export-Import Bank of Jamaica, where she held executive responsibility for Human Resources, Administration, Procurement and Information Technology.

Stephanie was one of seven Jamaicans selected to participate in the Advanced Leadership Development – Caribbean Emerging Leaders Dialogue, sponsored by McGill University and held in Ottawa, Canada. She is also a Certified Project Manager.

She holds undergraduate and graduate degrees from The University of the West Indies, postgraduate certification in Public Policy from Peking University, Beijing, and a Certificate in Disruptive Strategy from Harvard Business School. Most recently, she completed Transforming HR Strategy through Data Science at the University of Cambridge Judge Business School, strengthening her expertise in the application of people analytics and data-driven insights to workforce and organisational decision-making.

Sebrena joined us from Scotiabank where she served as the Director of Operational Risk, Caribbean (North & Central). Her experience in financial services spans more than 22 years in the areas of Non-Financial Risk Management, Financial Accounting & Internal Audit. At Scotiabank, she pioneered the implementation of nonfinancial risk function within Jamaica and the Caribbean North & Central region where she served as the Director of Operational Risk, Caribbean. She joined Cornerstone as the Chief Audit Executive; in this capacity, she is responsible for bolstering the internal audit framework of the group to tighten the internal controls environment and strengthen the third line of defense by providing independent assurance and serving as a trusted advisor. She holds an MSc. in Enterprise Risk Management from Mona School of Business and Management (Distinction), a BBA in Finance, and International Business (Hons.) from the University of Technology and earned the Certified Information Systems Auditor (CISA) and the Certified in Risk & Information Systems Control (CRISC) designations in 2011 from the Information Systems Audit & Control Association (ISACA).

Geoffery is a senior Risk Management executive with over 14 years risk management experience within the Caribbean Region. His vast risk management experience spans banking, insurance, treasury operations, off-shore banking and investment for multiple entities. He is formerly from Scotiabank and a founding member of Scotiabank’s English Caribbean Market Risk Unit where he served in varying roles such as Senior Manager Interest Rate Risk and Balance Sheet Management and most recently, Regional Director, Market Risk Management. He earned his MBA in Financial Management Specialty from Heriot-Watt University, Scotland, UK and his BSc in Mathematics (1st Class Hons) from the UWI. Geoffery is also an Associate of the Society of Actuaries (ASA).

Terise joined Barita on March 2, 2020 as Vice President, Investment Banking. Prior to joining Barita, Ms. Kettle held key roles within the financial services sector including Assistant Vice President, Corporate & SME Banking and Team Lead – Relationship Manager (Corporate & Commercial Banking). Terise holds a Master of Business Administration in Banking and Finance with Distinction and a Bachelor’s in Management Studies and Accounting with Honours from the University of the West Indies. Additionally, she has Project Management Certification from the University of the West Indies.

Dave Dixon joins Barita Investments, with over 25 years in the financial industry. Prior to joining Barita Dave was the Director for Sales and Service at Scotia Investments having progressively been entrusted with increased responsibilities for leading sales teams at Scotia Group in the last fifteen years.

Dave brings to the role significant experience in sales leadership, wealth management and distribution of Mutual Funds and Unit Trust, business development along with strong leadership skills having led multi-functional sales teams. Dave is responsible for leading Barita Investments’ retail branch network, customer experience, developing retail strategic sales plans based on the company’s goals.

Dave is a Fellow Institute of Canadian Bankers ( F.I.C.B ) and holds a Master’s in Business Administration with a specialism in finance From the Heriot-Watt University.

Sancia joins Barita Investments, with over 20 years in the financial industry. Her sales career commenced as a Financial Advisor at JN Fund Managers Limited, where she grew her assigned portfolio through consultative selling and portfolio advisory services. She has held several leadership roles at Sagicor and more recently as Regional Manager at NCB Capital Markets.

Sancia brings to the role significant experience in wealth management and distribution, new product development, business development along with strong leadership skills having led multi-functional teams. She is responsible for developing strategic sales plans based on the company’s goals by creating bespoke sales experiences delivered by an innovative and passionate team.

She holds a Bachelor’s in Business Administration of the University of Technology and attended Florida International University where she attained a Master’s in Business Administration

At just 22 years old, Kerrie obtained her Law Degree (Hons) from the University of Surrey in the UK. Her introduction into the financial sector came from early mentorship and training at US multinational Investment Bank, Morgan Stanley. Kerrie brings seven years of combined experience in wealth and portfolio management, investment analysis and investment advisory services. A former Miss Jamaica World (2009) and Miss Jamaica Universe (2013), Kerrie’s strong relationship management skills, coupled with her in-depth product knowledge has seen her evolve into one of Jamaica’s top performing financial advisors. In her role as Head of Investor and Public Relations at Barita, Kerrie will lead an innovative team focused on delivering personalized financial solutions to individual and corporate clients.

Mrs. Owens joined Barita Investments in 1984 and held several positions over the years including Trading and Investments Manager, culminating in her most recent promotion to Head, Treasury &e Financial Institutions. She holds a Bachelor of Science Degree in Banking and Finance from the University of the West Indies, has attended several professional training courses with JIM, JIB, Cl Financial and Euro Finance and has completed an MBA at Edinburgh Business School.

Stephanie joined Barita in March 2020 as Legal Counsel and is now Group Head of Legal and Company Secretary. Prior to being called to the Bar, Stephanie gained financial advisory experience as a Consultant at PricewaterhouseCoopers and garnered commercial law experience as an Attorney-at-Law at Myers, Fletcher & Gordon and Debbie-Ann Gordon & Associates. She holds a BA (Economics and History) from Stanford University, LLB (Hons) from the University of London and a LEC from the Norman Manley Law School. Stephanie has also obtained a Master of Laws (Banking and finance law) (Merit) from the University of London.

AnMarie has spent much of her life cultivating expertise across multiple areas of finance and accounting. Today she stands as our Group Vice President, having also held the positions of Assistant Vice President, Finance at Proven Wealth Limited, Senior Manager – Financial Control at First Global Bank Limited (FGB) and so many more. A highly-qualified businesswoman, AnMarie holds a BSc in Accounting and Management Studies from UWI, an MBA from Florida International University (FIU) and is an ACCA-certified Charted Accountant.

Ian joined Barita as Head, Non-Financial Risk & Enterprise Risk Management on June 1, 2020. Prior to his posting at Barita, Ian spent the majority of his career at Scotiabank Jamaica, where he served in varying capacities for over seventeen (17) years. Ian earned a MBA in Management Information Systems from the Mona School Business and a Bachelor of Science degree in Computer Science from the University of the West Indies.

Lerone joined Barita in March 2020 as Compliance Manager. Prior to joining the group, Lerone held managerial roles in the Scotia Group and has over 15 years of experience as a compliance professional in the Financial Services industry. In this capacity he is responsible to provide strategic su port, coordination and general oversight of the Compliance Programme at Barita to ensure adherence with applicable legislation, regulatory guidelines, and policies and procedures within the entity. He earned his MSc. in Enterprise Risk Management (Distinction) from Mona School of Business and Management and a BSc. in Banking and Finance from the University of West Indies.

Richardo Williams is a Vice President at Barita Investments Limited with responsibility for Asset Management and Research. In this role he leads a team that supports all the revenue generating business lines, provide research insights and analysis to clients as well as providing analytical support to Barita’s strategic initiatives. He has also led on principal investments transactions exceeding US$15 million and is instrumental in helping to direct Barita’s tactical asset allocation towards optimizing investment returns across various pools of capital. He has previously worked as an assistant investment manager with the ATL Group Pension Fund, an analyst in research and structured products and as a Corporate Wealth Advisor, both at NCB Capital Markets. His experience also spans ICT communications regulation and policy as an economist at the Broadcasting Commission, as well as an economist with the Ministry of Tourism, where he led the research for the concept paper that culminated in the Tourism Workers’ Pension Scheme. He has an MSc in Economic Development Policy and a BSc in economics and statistics.

Chirag is a transformational Customer Experience leader with over 25 years of global experience at Amazon, Adobe, and Motorola. He has led CX and product innovation across fintech, healthcare, and technology sectors, including the launch of Amazon’s Kindle Fire and mobile APIs. At Cornerstone, he is driving the Group’s shift toward Customer Centricity and leading the launch of Bric, our digital-first platform designed to expand access, trust, and engagement across Jamaica’s evolving financial landscape. A former startup advisor and patent-holding technologist, Chirag brings a rare combination of technical depth, strategic vision, and executional discipline to customer-driven growth.