MUTUAL FUNDS . INVESTMENTS   

People


Executive Team

Brent Ford
Managing Director
Paul Wynter
Vice President, Strategic Initiatives and Special Projects
Narisa Hosein
Vice President, Investments 
Ricardo Hunte
Vice President, Sales & Marketing
   

Private Wealth Managers


 

Bliss Seepersad
Wealth Manager

Bliss Seepersad is a Wealth Manager and is a graduate from The University of the West Indies, Michigan State University and Henley Brunel Management College. Her work experience spans the past 30 plus years in a family business, Public Sector, The Financial Sector, as a self-employed Consultant (working with individuals, Companies, Regional and International Organisations) and most recently with Guardian Asset Management and Investment Services Limited. She also sits on several Boards, the major ones being Trinidad Building and Loan Association (celebrating 125 successful years in existence) and The Chaguaramas Development Authority.

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Jeremy Lalla
Wealth Manager

Jeremy Lalla joined Guardian Asset Management and Investment Services Limited in 2015, as a Wealth Manager. He previously worked with West Indies Stock Brokers where he held the position of Manager-Retail Sales and subsequently at Royal Bank of Canada in the role of Investment Analyst. In these capacities, Jeremy consequently learned to be customer focused and to deliver a deliberate approach to wealth management by understanding a client’s unique needs and following a decisive financial planning process to build successful outcomes. He knows that financial markets can be unpredictable but a steadfast approach, recognizing core competencies and a client centric attitude can aid in achieving financial success. 

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Katrine Tom Yew
Wealth Manager

Katrine Tom Yew, Wealth Manager, has been with the Asset Management Division of the Guardian Group since 2009. She believes that her previous eight years as a Vice President in the Real Estate Finance Department of SunTrust Bank has provided her with the necessary skills for cultivating, retaining and serving high net worth individuals and corporates.

Katrine earned her Masters of Science degree in Finance from Florida International University. She is amongst the top sales performers in her industry and was recognized for the highest amount of non-discretionary sales in 2013 in her department.

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Nicole Murrell
Wealth Manager

Nicole Murrell is a Wealth Manager with Guardian Asset Management. Nicole has been in the financial services industry for over fifteen (15) years and has solid experience in the areas of general banking, stockbroking, sales, investments and wealth management. Prior to joining the Guardian Group, Nicole worked with Republic Bank Limited and Bourse Securities Limited. At Bourse Securities Limited, she was responsible for the management of a unit spearheading the marketing and sales initiatives. She also gained extensive knowledge in stockbroking. Nicole joined the Guardian Group team in 2008 and has been dedicated to providing high net worth individuals and institutions with tailored financial advice that helps to ensure financial peace of mind. She currently manages TTD$98 million in assets under management.

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Rodney Boodram
Wealth Manager

Rodney Boodram joined Guardian Asset Management and Investment Services Limited in March 2016 bringing with him 17 years’ experience in the Financial Sector, seven of which were at management level. In his role as Wealth Manager, Rodney is responsible for providing sound financial and investment advice to his clients.

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Manager Sales


 

Stacy Hosam-Israel
Manager Sales

Stacy Hosam-Israel is the Manager Sales at Guardian Asset Management. In her current capacity she is responsible for leading the company’s team of Investment Advisors, which enables her to marry both her genuine passion for customer service and that of assisting others in achieving financial goals through financial freedom.

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Investment Advisors


 

Anil Rajkumar
Investment Advisor

Anil Rajkumar is an Investment Advisor with Guardian Asset Management. He joined the team in 2011 and brings a cache of experience having served in various positions in the financial industry for quite a number of years.

Anil began his career, teaching Advanced Level Economics, after which he moved into Accounting and then to Wealth Advisory. He firmly believes in a very structured approach to Investing and has a passion for finance and investing methods. He enjoys transferring this knowledge to others, but still views himself as the perpetual student, as there is always more to learn. Anil holds a BSc. in Economics with Honours from the University of the West Indies and recently completed the Certified Financial Planner program.

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Anna Chamely
Investment Advisor

Anna Chamely has been employed at Guardian Asset Management and Investment Services Limited since August 6th 2012 as a Customer Service representative. On January 1st 2016 she transitioned to the Sales Team as an Investment Advisor. 

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Asha Bain
Investment Advisor

Asha Bain is an Investment Advisor at Guardian Asset Management. She joined the Company in August 2007. Asha started her career in the Life Insurance Industry in July 1995 at Life of Barbados. During her tenure there she received many awards such as:

  • Rookie of the Year Award- both in Trinidad and the Caribbean (Life of Barbados Companies).
  • President's Inner Circle -In Barbados in 1996
  • The Leaders Club Silver Section- 1997
  • International Quality Award- 2000- LIMRA International

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Loise Silva
Investment Advisor

Loise Silva joined Guardian Asset Management as an Investment Advisor with close to ten (10) years of sales experience in the financial and insurance field and over twenty five (25) years in the Insurance Industry. This experience has given Loise insight on the expectations and the importance of service in the financial sector. While at Guardian Life, Loise attained the Life Office Management Association, Inc. (LOMA) - Associate, Customer Service (ACS) certification and the Fellow, Life Management Institute (FLMI) designation as well as a Diploma in Management for Administrative Professionals from the Roytec institute. As an Insurance Advisor, Loise attained her state license in the General Insurance Business in 2009. 

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Vicky Sookdeosingh
Investment Advisor

Vicky Sookdeosingh joined Guardian Asset Management and Investment Services Limited in 2016, as an Investment Advisor, bringing with her over thirteen years Banking and Finance experience. Prior to joining the Guardian Group, Vicky worked as a Private Banker and Small Enterprise Account Manager. She has a proven track record of delivering sound financial planning advice to all her clients, based on her extensive experience in credit, wealth management and asset management. 

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