遇見夢之隊

在無與倫比的專注,誠信和專業的光輝中堪稱典範。

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遇見夢之隊

在無與倫比的專注,誠信和專業的光輝中堪稱典範。

Ivylyn Cassar主席

Ivylyn Cassar擁有超過28年的國際理財經驗。 她是一名註冊會計師,信託和房地產執業者,也是證券投資顧問,已完成第7輪考試。 她在加入Equity Trust Bahamas Limited之前最近是Leopold Joseph(巴哈馬)有限公司的董事總經理。 她是巴哈馬證券交易商協會的董事,曾任巴哈馬金融服務局局長,國際銀行和信託公司協會主席,特許仲裁協會副主席以及巴哈馬貿易委員會主任。


Sterling RL Quant非執行董事

Sterling RL Quant是來自俄亥俄州中央州立大學的Summa Cum Laude畢業生,並於1989年入選名人堂。作為律師已有22年的歷史,Quant先生曾在花旗銀行(巴哈馬) )有限公司。 他還擔任過巴哈馬開發銀行的董事總經理以及加勒比開發銀行的巴哈馬候補董事。 1998年,Quant先生被任命為巴哈馬註冊總局長,任職6年。 他還在1977年和1992年參加了該國的大選。目前,他經營自己的公司Sterling Quant和Company。


董事總經理Dillon R. Dean

Dillon R. Dean自1992年在倫敦,根西島和巴哈馬工作以來一直擔任金融服務行業的執行職務。 作為一名註冊會計師,他是明尼蘇達州會計委員會和信託和房地產從業者協會的成員。 Dean還擁有加拿大銀行家協會的個人理財規劃和個人信託文憑,並曾在幾家持牌金融機構的董事會任職。 他最近是巴哈馬斯科舍私人客戶集團的中心主任。


人力資源總監Kim Thompson

Kim Thompson是Offshore Managers Limited的總裁兼董事,目前擁有藝術碩士學位,專注於諮詢; 人力資源管理碩士學位; 信託和房地產從業者協會基金會證書(STEP); 信託管理和會計學文憑。 Kim還擔任ETB的董事和公司秘書。


法律和風險總監Gavin Cassar

Gavin Cassar在信託,銀行法專業方面擁有超過二十年的信託,公司和商業訴訟法律經驗。 Cassar先生是專門從事商業訴訟和共同基金諮詢服務的律師事務所Cassar&Co.的顧問顧問。 Worldlink for Law的唯一成員以及遍布北美,南美,加拿大,歐洲和亞洲的70家律師事務所的國際機構。 Cassar先生是巴哈馬律師協會的成員,也是英格蘭信託和遺產從業者協會的長期成員。 他於1991年7月10日獲得英國伍爾弗漢普頓大學法學學士學位,並獲得榮譽學位。 1985年畢業於加拿大安大略省貝爾維爾的安大略商學院,獲得工商管理和會計專業文憑。 他還於1997年獲得了馬薩諸塞州劍橋哈佛大學的談判文憑。


信託副總裁 - TENCE的Vanessa Z. Coleby

Vanessa Z. Coleby是一位經驗豐富的信託專業人士,在金融服務行業擁有超過25年的經驗,自1998年以來一直是信託和房地產從業者協會的會員,巴哈馬信託和金融服務研究所的助理,美國國家證券交易商協會公司。她理解和讚賞在滿足不斷增長的監管要求的同時,需要以客戶為中心。 她曾擔任多個職位,包括信託經理,董事,公司秘書,企業服務經理和副總經理,負責人力資源。


股權投資基金服務有限公司董事總經理兼股權銀行和信託非執行董事巴哈馬有限公司 - 邁克爾迪安,註冊會計師

自2012年起,他擔任Equity Bank And Trust Bahamas Limited投資基金服務部副總裁。 他被接納為美國註冊會計師協會(1987年)和巴哈馬監察官協會成員(2005年)。 Dean先生在巴哈馬金融服務領域擁有超過10年的審計,會計和內部控制專業知識,其中包括Deloitte&Touché和後來的安永會計師事務所,其中包括在開曼人的任職資格。 他後來擔任加拿大帝國商業銀行巴哈馬(CIBC Bahamas Limited)的首席財務官,協助從加拿大母公司的分支機構網絡轉型為巴哈馬證券交易所(BISX)上市公司。 在加入Equity之前,他曾在瑞士日內瓦的瑞士私人銀行業務部門工作過15年,主要在巴哈馬群島工作。 在此期間,他曾擔任多個職位,包括首席財務官,風險管理師,高級官員II(向中央銀行報告),投資,運營和會計部副部長,合規和洗錢報告和預防官員精品瑞士機構。他1984年畢業於加拿大安大略省倫敦西安大略大學。 他在青少年發展,體育和社交領域積極參與社區活動。

Gavin Cassar - Non-Executive EGI Director

Gavin Cassar has over two decades of legal experience in trust, corporate and commercial litigation with specialty in Trusts and Banking Law. Mr. Cassar is Consultant Counsel to Cassar & Co., a law firm specializing in Commercial Litigation and Mutual Funds Consultation Services.

Sole member of the Worldlink for Law and international body of 70 law firms situated throughout North America, South America, Canada, Europe and Asia. Mr. Cassar is a Member of The Bahamas Bar Association and a longstanding member of the Society of Trust and Estate Practitioners, England. He has attained a Bachelor of Laws Degree from the University of Wolverhampton, England on the 10thJuly 1991 with Honors. Graduating from Ontario Business College, Bellville, Ontario, Canada in 1985 with a Diploma in Business Administration and Accounting with Distinction. He has also received a Diploma in Negotiations from the Harvard University, Cambridge Massachusetts in 1997.




Father Palacious - Independent Non-Executive EGI Director

Archdeacon James E. Palacious is a reputable priest who actively served in Diocese for 42 years after being ordained in 1976. At the time of his retirement he was the Archdeacon for Administration on the Diocesan Office, assisting the Bishop in administration. As well as the #1 Vice President to the Bahamas Christian Council. He presently serves as a Business Consultant and the Business Development Manager of the Company BRON, owned by his son and engineer Carlos Palacious. Palacious is a graduate of the most highly distinguished Universities, such as Kelham Theological College, University of the West Indies, Princeton Theological Seminary and later Drew University, where he received a Bachelor of Arts in Theology, Master of Arts in Christian Education and Master of Philosophy in Religion and Society. Prior to being ordained in 1976, James Palacious gained experience as a Clerk at Deltec, the Banking Corporation, an Assistant Teacher for the Ministry of Education, and a Part Time Lecturer in Social Studies at the College of The Bahamas. Palacious also has the distinction of embracing many Civic Duties. Some of his Civic Duties include Justice of the Peace, Chairman of the Governor General’s Youth Award Management Council, Former Director of the Central Bank of The Bahamas, and Member of the Disciplinary Tribunal of The Bahamas Institute of Charted Accountants. Throughout Archdeacon James Palacious’ career he held many distinguished private and public sector board appointments.




Samantha Knowles-Pratt LL.B (Hons), TEP - Director of Corporate and Legal for the Equity Group

Mrs. Samantha Knowles-Pratt is an experienced lawyer, specializing in financial services, corporate and securities law, having served as a senior attorney and partner with a few of the country’s major law firms as well as with the Securities Commission of The Bahamas. In the past, Samantha has advised on complex issues particular to corporate and commercial law, including shareholders’ agreements, the sale of shares in a company, sales of a business and related issues, including regulatory and governmental approvals. She has been involved in setting up and structuring/ re-structuring investment funds, including SMART funds, ICONs and funds structured as segregated accounts companies. Samantha has provided counsel on the Securities Industry Act, the Securities Industry Regulations, associated Guidelines and reporting obligations as well as on the Investment Funds Act and Regulations, SMART Fund Rules and reporting obligations under each one. She also has considerable experience with private wealth management structures, inclusive of IBC’s, trust, purpose trusts and private trust companies. Mrs. Pratt is a member of The Bahamas Bar and also a member of the Society of Trust and Estate Practitioners (STEP).




Kim Thompson - Non-Executive EGI Director

Kim Thompson was President and Director of Offshore Managers Limited and presently holds a Masters of Arts Degree with a concentration in Counseling; a Masters of Arts degree in Human Resources Management; Foundation Certificate from the Society of Trust and Estate Practitioners (STEP); Diploma in Trust Administration and Accounts.

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