Jason has over 19 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 Vice President of Investment Management at the GraceKennedy Group. Jason also headed the Corporate Banking Unit within First Global Bank Limited and was also a member of the senior management teams of the securities dealing subsidiaries of Guardian Holdings and GraceKennedy. Jason is a graduate of the University of the West Indies, where he obtained a Bachelor of Science degree in Economics, he also obtained a Master of Science degree from the University of London.
Gavin has tremendous financial expertise and experience. Prior to his role at Cornerstone, he was the CFO for GraceKennedy Foods (USA) and Divisional CFO, GK Foods before that. At GK Foods, Gavin Provided financial leadership to the subsidiaries in the Foods Division both locally and internationally; supported the development of the divisions strategy and the evaluation of various strategic initiatives. Gavin was also Finance Director and Company Secretary of Carreras and CFO of First Global Bank, where he was ultimately responsible for the day to day operations of the accounting and financial reporting functions. Gavin holds a Bachelors of Science degree in Accounting and Economics from the University of the West Indies, a Master of Science degree in Financial Management from the University of London, and is also a Certified Public Accountant. He is a member of the American Institute of the Certified Public Accountants and the Colorado State Board of Accountancy.
Weldon has over 17 years of banking experience at senior executive levels with Citigroup (Credit Cards, Consumer Lending and Retail Banking) with assignments in Canada, UK and Poland. He has held CFO responsibilities for Online Marketing, Citi Partners and the Customer Contact Leveraging business units at Citi Cards. His work experience spans marketing, risk and operations. He is currently the Secretary for the Jamaica Bankers Association and Chairman of the Jamaica Institute of Financial Services. Weldon received a BSc in Engineering from Boston University, an MBA in Finance from Columbia Business School and earned his Chartered Financial Analyst designation in 2007.
Ms. Wallace joined the Cornerstone Group as Legal Counsel on April 15, 2019 where she has responsibility for the legal, compliance and corporate secretarial functions for the Group. She also serves as Chief Compliance Officer and has been appointed Company Secretary for Barita and Barita Unit Trusts Management Company Limited effective December 24, 2019. Prior to joining Cornerstone, Ms. Wallace held several key roles at GraceKennedy Limited, including Legal Officer (Group), Senior Manager, Treasury and Corporate Finance, and Treasury Manager before that. She is credited with the establishment of the Asset and Liability Committee for GraceKennedy Limited in 2010. Prior to that, Ms. Wallace was at UDC as Investment Manager. Malindo has extensive banking experience with NCB as well as Capital and Credit Merchant Bank. Ms. Wallace holds an M.B.A. in Finance from Manchester Business School. She also attained her Bachelors of Law from the University of London.
Dane has over 16 years of experience in the financial industry with extensive experience in Market Risk, as well as experience with Strategy and Business Intelligence. Most recently, Dane was 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. He is also the founding Vice President of CFA Society Jamaica.
Stephen has recently joined Cornerstone as Chief Financial Officer. In this capacity he is responsible for the financial operations of the group, including financial reporting in accordance with regulatory requirements, capital and operational budgeting, tax management and financial controls. Stephen provides support on projects of strategic significance. Prior to joining the group, Stephen held a number of senior roles during a combined tenure of approximately 16 years with two other well-known Jamaican corporate entities, primarily in the areas of finance, strategy and mergers & acquisitions. He holds an MBA from the University of Toronto as well as the Chartered Financial Analyst designation.
Prior to joining Cornerstone, Mrs. Barclay held several roles at the GraceKennedy Group including Group Treasurer, Managing Director of First Global Leasing as well as General Manager, Chief Credit Risk Officer, SeniorVice President for Personal and Business Banking and Vice President of Corporate Banking at First Global Bank. At First Global Financial Services Limited she served in the Capacity of Vice President for Pension Fund Management and Vice President for Business Development. She also served on various boards and committees that governed the GraceKennedy Group. Mrs. Barclay holds an MBA from Barry University and has completed The Leadership Journey at The Wharton Business School..
Mr. Small-Ferguson is currently the Executive Vice President, Asset Management & Research at Barita Investments Limited where he has strategic oversight of the profitability and holistic management of the Company’s Asset Management, Structured Products, Alternative Investments, Stockbrokerage & Investment Research functions. He joined the Cornerstone Group 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 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. 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 is currently a Graduate Student at NYU Stern Business School where he is pursuing a Masters of Science in Quantitative Management.
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.
Carolyn joined Team Barita in November 2020 with 17 years of experience in the financial sector where she has held several management roles in Research, Strategy, Business Intelligence and Performance Measurement. She currently holds the position of Head, Strategy, Planning and Analysis. She holds MSc degrees from both the University of the West Indies and the University of Warwick as well as the Chartered Financial Analyst designation.
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.
AnMarie has spent much of her life cultivating expertise across multiple areas of finance and accounting. Today she stands as our Group Financial Controller, 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.
Stephanie joins us from the National Export Import Bank of Jamaica Ltd where she held the position of General Manager, Corporate Services with responsibility for Human Resources, Administration, Procurement and Information Technology. Prior, she was the Director, Human Resource Management at the Ministry of Foreign Affairs & Foreign Trade. With twenty years’ experience in the areas of Strategic Human Resource Management, Change Management, Leadership Development and Industrial Relations, Stephanie pursued both undergraduate & graduate degrees at the University of the West Indies and Post Graduate Certification in Public Policy from Peking University, Beijing China, she also has the Project Management Professional (PMP) designation. In 2015, Stephanie was recognized as one of seven Jamaicans to participate in the Advanced Leadership Development Programme – Canada Caribbean Emerging Leaders Dialogue, sponsored by McGill University.
Mr. Graham is an Information Technology professional with over 15 years’ experience managing Information Technology and Innovation. Prior to joining Barita he held the position of Group MIS Manager at the JMMB group. Mr. Graham has also held various positions at the GraceKennedy group Including Project Management, Innovation and eBusiness. He is a certified Project Management Professional and holds an MBA In Finance from Manchester Business School and an MSc in network centred computing from Reading University.
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.
Sara joined Barita on October 1, 2020 as Head, Operations. Prior to joining Barita, Sara garnered a wealth of experience in Treasury & Asset Management Operations within the financial services sector. She holds an MBA and Bachelor of Science (BSc.) degree in Business Administration from the University of Technology both with a major in Finance.
Percival joined Barita on November 18, 2020 as Head, Financial Risk. He has honed his experience in Risk for over fifteen years which is complemented by years of experience as a Research Economist. Percival holds a MSc. and BSc. in Economics, both from the University of the West Indies.
Sean’s love of the financial industry has expanded from his profound understanding of the increasingly complex global financial landscape to include a passion for educating and connecting clients to financial wellness. With a BSc in Actuarial Sciences, he is well-equipped to analyse market trends and apply the data to developing money mastery and wealth building strategies, as demonstrated by his stints as first Management Analyst then Portfolio Analyst at First Global Financial Services and his multiple positions throughout Barita ranks, as Senior Research Analyst, Business Development Manager, and now as Digital Marketing Strategist.
For five years Mr. Russell was at PetroCaribe Development as Investment and Treasury Manager for a US$1.2B investment portfolio. Prior to that he spent nine years at Mayberry Investments Ltd, where he was promoted to Vice President of Research and Special Projects. Mr. Russell holds an MBA from the University of Texas at Austin and is awaiting his charter as a Chartered Financial Analyst (CFA®.) He is also certified as a Financial Risk Manager (FRM®) by the Global Association of Risk Professionals. Mr. Russell has also completed a number of post graduate certificates from IFF in partnership with Middlesex University London, namely the Mechanics of Project Finance and the Mechanics of Derivatives and Financial Products.
Roger joined Barita in January of 2021 as Regional Head of Sales with over 20 years of experience in the retail, corporate banking, and investments segments of the financial services industry. A former Financial Solutions Manager and Regional Mentor, he continues to be influential in helping investors create and maintain exceptional portfolios through the high performance sales team he coaches and mentors. Roger holds a Bachelor of Science degree (BSc) in Management Studies from the University of the West Indies (UWI) and a MBA in Finance (Global and International) from the University of Leicester, United Kingdom. He was also awarded membership in the Chartered Member Institute (CMI) in Strategic Management and Leadership in 2017.
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 Wealth Management at Barita, Kerrie will lead an innovative team focused on delivering personalized financial solutions to individual and corporate clients.
Mrs. Lawrence-Williams joined Barita Investments Limited in 2002 as the Manager of our first branch, Mandeville. Being a goal oriented individual, she established and developed the Barita brand within the Central region of Jamaica. She holds an MBA in Finance from Manchester Business School and is a graduate of the College of Arts Science and Technology now known as UTECH. She started her career in 1988 at National Commercial Bank Limited and since then has worked with several financial institutions.