Lisa joined our Sales & Marketing team in September 2013, bringing with her over sixteen (16) years of success in the financial services industry. Lisa helps clients achieve their financial goals by developing customized portfolios and investment strategies.
Educational Background
Completed the Jamaican Securities Course from the Jamaica Institute of Management
Certificate from Fitz Ritson & Associates in Portfolio Management.
Industry Experience
Before joining SAM, Lisa worked with National Commercial Bank, Citibank, George & Branday Limited and First Global Financial Services. Lisa has spent her career at some of Jamaica’s largest financial institutions, helping them to create effective customer service strategies and processes. She specializes in client relations and customized portfolio management.
Pamela is responsible for the design and management of client portfolios, both corporate and individual. She ensures that the line of communication with clients is always open and well- trafficked.
Educational Background
LLB (Hons)
MBA (Finance) from the University of Technology, Jamaica
BSc in Management Studies from the University of the West Indies, Mona.
Level 2 Certificate from the Association of Chartered Certified Accountants (ACCA).
Industry Experience
Pamela has over 15 years experience in the financial sector, in capacities spanning both management and financial advisory services. Pamela returned to the Sterling family in June 2010 after a two-and-a-half-year stint as Financial Advisor with JN Fund Managers Limited. She first joined Sterling in March 2002 as an Account Executive and served the Company for 5 years before moving to JN Fund Managers.
Toni-Ann adds over 16 years of experience in Finance and Relationship Management to the SAM Team. She is currently the AVP Personal Financial Planning of our group, managing and servicing assigned client accounts and expanding the company’s client base.
Educational Background
Certified Financial Planner (CFP)
BSc Honors degree in Management Studies & Psychology from the University of the West Indies
Industry Experience
Toni-Ann worked at Citibank for 8 ½ years in a variety of roles including FX trading, Securities trading and Money Market trading. She also worked at Jamaica Public Service Company for 3 ½ years, managing and developing relationships with a portfolio consisting of the utility’s largest corporate clients.
Yanique has over 19 years of experience in the Financial Industry. She is currently the AVP Pensions and Portfolio Investments at Sterling Asset Management.
Educational Background
CFA charter holder since 2006.
FRM (Financial Risk Manager) in January 2017.
BSc in Business Administration from Boston University.
Industry Experience
Yanique worked with JMMB for 8 years and later transitioned to Scotia Investments. Her experience is very broad based and ranges from client care to Corporate Relationship management to Commercial credit and business development.
For over 8 years, Dwayne Neil has been delivering great value to clients as a financial advisor, helping them plan for their short-term needs & long-term goals. He has a combined total of over 12 years of experience in Banking & Finance. In his current capacity as AVP Personal Financial Planning, Dwayne manages and services both individual and corporate accounts while also seeking to grow the company’s client base. Dwayne’s greatest pleasure is providing exceptional customer service and value for his clients.
Educational Background
MBA in Banking and Finance from the Mona School of Business UWI
Completed the Jamaican Securities Course from the Jamaica Institute of Management
BSc in Hospitality and Tourism Management from the University of Technology & UWI
Industry Experience
Dwayne worked at Mayberry Inv. Ltd. For 8 ½ years as an Executive Investment Advisor to individual and corporate clients. He also worked at the Bank of Nova Scotia for 3 years as a Personal Banking Assistant.
Charles is a founding director of Sterling Asset Management Limited, and a member of the Jamaica Securities Dealers Association (JSDA). Throughout his career, Charles has kept a careful watch on the range of challenges and opportunities facing private sector businesses in Jamaica and internationally. He has honed his knowledge of the global investment landscape and acquired invaluable expertise in assessing investment instruments and the conditions that might impact their performance.
Educational Background
BSc Honors degree in Civil Engineering from the University of Edinburgh, Scotland
MSc in Construction Engineering and Management from the University of the West Indies, St. Augustine Campus
Honors Diploma in Management Studies from the University of the West Indies, Mona
Postgraduate Diploma in Business Administration from the University of Manchester.
Industry Experience
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.
Eugene became a member of the Sterling Team on January 4, 2011 with over 16 years of experience in the areas of Banking and Finance. Eugene helps to develop and execute investment strategies that maximize risk adjusted returns. He runs Sterling’s Cambio and helps clients optimally manage their foreign exchange exposures.
Educational Background
First Class Honors degree in Accounting & Economics from the University of the West Indies, Mona
Completed extensive professional courses in Risk Management, Derivatives, Balance Sheet Management, Corporate Finance, as well as Leadership Training at Citibank, N.A.
Industry Experience
Eugene honed his skills over a ten year stint at Citibank. He has held various positions including: Managing Director; Head of Securities Trading; Manager; and Assistant Manager at Citifinance Ltd.
Ian Watson brings with him thirty-eight years of invaluable experience in Jamaica’s financial sector. Ian is responsible for ensuring that all Sterling clients feel like family and their money is constantly working to achieve its optimal return. He leads the Sterling sales team and oversees the marketing effort.
Educational Background
MBA in Banking & Finance from the University of Wales & University of Manchester.
Industry Experience
Ian honed his credit analysis skills at NCB in the capacity of AGM Asset Quality Control Division which also had responsibility for the bank’s bad debt portfolio. His intimate knowledge with the local economy and his strong technical skills, make him an invaluable asset to clients. Before joining Sterling, Ian held the position of V.P. Operations & Individual Sales at Guardian Asset Management.
Judith helps to ensure that Sterling’s operations run efficiently and smoothly. She is also actively involved in the strategic planning for the company. Her efforts facilitate the delivery of the excellent customer service and attention that Sterling has become known for. Her keen attention to detail, meticulous methodology and seasoned experience have helped her succeed in many capacities. Throughout her career, Judy has worked on software implementations, and designed and maintained optimal operational procedures and policies.
Educational Background
BSc in Management Studies University of the West Indies (U.W.I.), Mona, Jamaica.
Industry Experience
Judith joined Sterling in 2001 at inception and is one of the longest serving team members. Judith possesses more than 38 years experience in the financial industry and previously worked at Manufacturers Sigma Merchant Bank and Eagle Unit Trust.
Wayne joined Sterling Asset Management in June 2010 with extensive experience in Auditing, Accounting and Management Consultancy. He has a solid background in planning, analysis and reporting techniques, and is able to identify process weaknesses and to make sound recommendations for improvements.
Educational Background
Fellow of the Association of Chartered Certified Accountants (FCCA)
Fellow of the Institute of Chartered Accountants of Jamaica.
Industry Experience
Prior to joining Sterling, Wayne was a Contracted Management Consultant for a period spanning over 10 years. He conducted management consultancy services for large companies in both the English and French speaking Caribbean territories. In this role, he provided advice to directors and management executives on accounting and financial issues.
Marva joined SAM in April 2011 with over 25 years experience in the fields of Accounting and Auditing. She is responsible for the financial management, compliance and audit functions at Sterling. In this capacity, Marva has helped Sterling remain ahead of all new legislation and in full compliance of key regulatory and statutory requirements. Marva also plays an active role in strategic planning and in the reinforcement of the company’s core values and culture.
Educational Background
Fellow of the Association of Chartered Certified Accountants (FCCA)
Fellow of the Institute of Chartered Accountants of Jamaica.
Industry Experience
Prior to joining SAM, Marva held a number of senior finance positions in the private sector with Deloitte & Touche, Salada Foods and Manpower and Maintenance Services Limited.
Charles is a founding director of Sterling Asset Management Limited, and a member of the Jamaica Securities Dealers Association (JSDA). Throughout his career, Charles has kept a careful watch on the range of challenges and opportunities facing private sector businesses in Jamaica and internationally. He has honed his knowledge of the global investment landscape and acquired invaluable expertise in assessing investment instruments and the conditions that might impact their performance.
Educational Background
BSc Honors degree in Civil Engineering from the University of Edinburgh, Scotland
MSc in Construction Engineering and Management from the University of the West Indies, St. Augustine Campus
Honors Diploma in Management Studies from the University of the West Indies, Mona
Postgraduate Diploma in Business Administration from the University of Manchester.
Industry Experience
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.
Max, a former Territory Senior Partner of Price Waterhouse Coopers, 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, financial systems, regulatory environment and reporting requirements of the local financial 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 to assume 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 of the 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 certificate in Legal Education from Norman Manley Law School. Robert left the banking field and launched a full-time law practice specializing in Real Estate and Commercial law.
As VP Trading & Investment at Sterling Asset Management, Marian helps to design, execute and monitor the fixed income and equity investment strategies. Together with Eugene, she helps to conduct the company’s research function. Their original analysis helps to keep clients informed about major market events and enables the sales team to design more optimal investment portfolios for clients.
Educational Background
BSc Honors Degree in Economics from University of Western Ontario, Canada.
MBA in Business Administration from the Stern School of Business, NYU.
Industry Experience
Marian started her career as a Credit Analyst in Investment Banking at First Citizens Bank, Trinidad where she structured loans for and analyzed the financial and strategic positions of some of the region’s largest corporations. Since joining Sterling in 2010, she has rotated through many departments and is integral to the development and execution of the company’s strategic plan.
