CFA Society Trinidad & Tobago

A Member of the CFA Institute Global Network of Societies

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 Society Leadership 2017

President -  Robert Soverall, CFA
Job Title: General Manager
Company:
ScotiaLife Trinidad & Tobago Limited
Qualifications:
CFA Charterholder
Work Experience: Investment Banking, Treasury Management, Asset Management, Life Insurance

Vice President - Lisa Awai, CFA
Job Title: Director
Company: PriceWaterhouseCoopers

Treasurer - Kevin Smith, CFA 
Job Title: Risk Officer
Company:
Central Bank of Trinidad and Tobago
Qualifications:
B.Sc., CFA Charterholder, LLB
Work Experience: Economic Research, Risk Management

Secretary - Crystal Rodriguez-Greaves, CFA
Job Title: Vice President, Risk Management Division
Company:
Trinidad and Tobago Unit Trust Corporation
Qualifications: CFA Charterholder

General Board Member - Graeme Ayin, CFA
Job Title: Relationship Associate
Company:
Citibank Trinidad and Tobago
Qualifications:
CFA Charterholder
Work Experience: Investment Banking​​

General Board Member - Wayne Dass, CFA
Job Title: Chief Executive Officer
Company:
Caribbean Information and Credit Rating Services Limited
Qualifications:
B.Sc., M.Sc., CFA Charterholder
Work Experience: Credit Risk Assessment, Financial Risk Management and Investment Management

General Board Member - Catherine Seeyave, CFA
Job Title: Country Risk Officer
Company:
Citibank
Qualifications:
CFA Charterholder
Work Experience:

General Board Member​ - Colin Santana, CFA
Job Title: AVP, Risk Management
Company: Trinidad and Tobago Unit Trust Corporation
Qualifications: CFA Charterholder
Work Experience: Financial Risk Management and Investment Banking

General Board Member - Richard Look Kin, CFA
Job Title: Chief Risk Officer 
Company:
First Citizens
Qualifications:
B. Comm, MBA, PRM, CFA Charterholder
Work Experience: Credit Risk, Enterprise Risk Management, Corporate and Investment Banking, Development Banking

General Board Member - Jerome Gooptar
Job Title:
 
Company:
 Republic Bank
Qualifications:
CFA Charterholder
Work Experience:

General Board Member - Dale Khan, CFA
Job Title: Group Treasurer
Company:
ANSA McAL Group
Qualifications: CFA Charterholder

General Board Member - Maritza Ferriera, CFA
Job Title:
Investment Manager
Company:
First Citizens Asset Management Limited
Qualifications:
B.Sc., CFA Charterholder
Work Experience: Investment and Economic Research and Portfolio Management
 

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 Past Presidents

​Robert Soverall,
CFA​
 
Lisa Awai, CFA
2016-2017
 
2015-2016
Robert Soverall, CFA2013-2014
Ram Ramesh, CFA2012-2013
Dale Imran Khan, CFA2010-2011
Richard Peter Look Kin, CFA2009
Kevin Ramoutar, CFA2008
Wayne Dass, CFA2006-2007
Jason Michael Julien, CFA2004-2005
Nigel Yarna, CFA2001-2003