Lisa MintoManager - Financial Planning
Pamela LewisVice President - Investment & Client Services
Toni-Ann NeitaAssistant Vice President - Personal Financial Planning
Charles RossPresident & CEO
Eugene StanleyVice President - Fixed Income & Foreign Exchange
Ian WatsonVice President - Sales & Marketing
Judith BloomfieldVice President - Operations
Marian RossAssistant Vice President- Trading & Investments
Marva ChangVice President - Finance & Compliance
Wayne WalkerVice President - Operations
Board of Directors
Throughout his career, Charles kept a careful watch on the range of challenges and opportunities facing private sector businesses in Jamaica and internationally. He honed his knowledge of the global invesment landscape and acquired invaluable expertise in assessing investment instruments and the conditions that might impact their performance.
Charles is a past Executive Director of The Private Sector Organization of Jamaica (PSOJ) where he was responsible for managing the investments and income of the organization over a ten-year period. He became one of the PSOJ’s principal spokespersons on macro-economic policy and on social issues of national concern.
Charles holds a BSc Honours degree in Civil Engineering from the University of Edinburgh, Scotland; an MSc in Construction Engineering and Management from the University of the West Indies, St. Augustine Campus; an Honours Diploma in Management Studies from the University of the West Indies, Mona; and a Postgraduate Diploma in Business Administration from the University of Manchester.
Charles is a founding director of Sterling Asset Management Limited, and a member of the Jamaica Securities Dealers Association (JSDA).
Max, a former Territory Senior Partner of PriceWaterhouseCoopers, has over thirty (30) years experience in the auditing of Jamaica’s largest banking and insurance corporations. As engagement partner, Max was responsible for the overall planning and execution of audit strategies and had the ultimate decision making responsibility on all audit matters.
As such, Max is intimately familiar with the operations, ï¬nancial systems, regulatory environment and reporting requirements of the local ï¬nancial sector.
Robert began his professional career as a Risk Manager at Bank of America in Florida, USA specializing in commercial lending and honing his acute risk management skills. After receiving his MBA, he returned to Jamaica and assumed a position in Risk Management at Citibank, During his 11 years with Citibank, Robert quickly ascended to the position of Resident Vice President, Financial Institutions; Public Sector Unit, where he helped to structure credit and capital market transactions and also managed the Bank’s relationships with the Government of Jamaica and Financial Institutions.
During this time, Robert also received a Bachelor of Laws from the University of London, and a certiï¬cate in Legal Education from Norman Manley Law School. Robert left the banking ï¬eld and launched a full time law practice specializing in Real Estate and Commercial law.
With an honours degree in economics from the University of Western Ontario, Marian Ross worked in credit risk analysis for just under two years at First Citizens Bank in Trinidad and Tobago. Marian worked as the credit analyst on a team which was responsible for expanding and monitoring the bank’s loan portfolio in Latin America and the Caribbean. As such, she was also responsible for her team’s strategic planning which involved the development and execution of specific business plans and expansion strategies. Additionally, Marian was actively involved in the research into and launch of new strategic initiatives for the bank such as Private Equity and Loan trading. After leaving First Citizens, Marian returned to Jamaica and has since been working in the capacity of Business Development Officer at Sterling Asset Management.
In this capacity she helps to formulate and execute the strategic expansion and diversification initiatives of the company. Currently, she’s working on structuring new investment products as well as the implementation of a new investment management system software for the company.
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Q: Can I access any application forms online?A: Yes, all application forms are available on our website.
Q: How risky is investing?A: The type of investment risk varies depending on the nature of the investment. Some investment options have very little risk whereas...