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LISA MINTO

Assistant Vice President
- Personal Financial Planning

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.

Call US
876 754 2225-7
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.

Dwayne Neil

Assistant Vice President
- Personal Financial Planning

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.

Call US
876-754-2225
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.

Anna-Joy Tibby

Assistant Vice President
- Personal Financial Planning

Anna-Joy Tibby is a seasoned investment advisor who has delivered exceptional customer service and investment advice to her clients for over 10 years. As AVP, Personal Financial Planning, Anna-Joy is committed to strategically managing her client’s investment portfolios while providing solutions that will help to accumulate, protect, and preserve their wealth. Her passion for portfolio management and customer service excellence has propelled her into a successful career of building wealth and delighting clients simultaneously. She is also a Distinguished President of the Kiwanis Club of Young Professionals, St. Andrew.

Call US
+(876) 754-2225-7
Educational Background
  • MBA in Banking and Finance from the Mona School of Business UWI (pending, 2022).
  • Completed the Ordinary Long-term Certificate from the College of Insurance.
  • Completed a certificate in Strategic Portfolio Management from the Jamaica Stock Exchange (Hons).
  • Completed the Jamaican Securities Certificate from the University of the Commonwealth Caribbean (Hons).
  • BA, Management- Finance Concentration (Hons) and a minor in International Studies from Wittenberg University, USA. (Member of Tau Pi Phi, business & economics honours society).
Industry Experience

Anna-Joy worked with the NCB Group for 10 years in various roles spanning all three NCB subsidiaries, including Investment Client Service Officer, Wealth Associate, and Wealth Advisor-Private Client Services. She has also worked as a Sales and Account Executive at Reed Business Information in Atlanta, Georgia.

Michelle Valentine

Assistant Vice President
- Marketing & Communications

Michelle joined our sales and marketing team in October 2020 as the AVP Marketing & Communications. She brings with her over 25 years of experience in marketing and sales of FMCG (Fast Moving Consumer Goods); business development, strategic planning, and customer engagement. Michelle works with the sales team to build client engagement activities and investment strategies through marketing analytics and communication.

Call US
(876) 754-2225-7
Educational Background
  • Master of Business Administration University of Sunderland, UK 
  • Diploma Management Studies - Edexcel BTEC  
  • Business Administration/Marketing – University of Technology
Industry Experience

Michelle worked with Nestlé for 8 years as a Product Manager, H.D. Hopwood for 13 years as the Senior Brand Manager and P.A. Benjamin as the Marketing & Sales Manager. This has provided her a wealth of experience in customer relations, brand development and strategic planning.

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Contact Us

3rd Floor
40 Knutsford Blvd
Kingston 5
Jamaica W.I.

Tel: (876) 754-2225
Fax: (876) 754-8103

Business Hours

 

Monday - Friday: 8:00AM - 4:00PM