Ivylyn Cassar - Chairman

Ivylyn Cassar has in excess of 28 years of international wealth management experience. She is a Certified Public Accountant, Trust and Estate Practitioner and also a Securities Investment Advisor having completed the Series 7 examination.

She was most recently the Managing Director of Leopold Joseph (Bahamas) Limited prior to joining Equity Trust Bahamas Limited. She is a Director of The Bahamas Association of Securities Dealers, past Director of The Bahamas Financial Services Board and past Director of the Association of International Banks and Trust Companies, Vice Chairman of the Chartered Institute of Arbitrators, and Director of The Bahamas Trade Commission.

 

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Dillon R. Dean - Managing Director

Dillon R. Dean has held executive roles within the financial services industry since the beginning of his career in 1992 having worked in London, Guernsey and The Bahamas.

A Certified Public Accountant, he is a member of the Minnesota State Board of Accountancy and the Society of Trust and Estate Practitioners. Dean also holds the Personal Financial Planning and Personal Trust Diplomas from the Institute of Canadian Bankers and has served on the boards on several licensed financial institutions. He was most recently the Centre Director of the Scotia Private Client Group in The Bahamas.

 

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Kim Thompson - Director of Corporate for EBT and Managing Director of EBL

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. Kim also serves as Director and Corporate Secretary of ETB. 

 

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Ken Kerr - Non-Executive Director

Kenwood N. Kerr is Founder, President & CEO of Providence Advisors Ltd. a Bahamian financial services company.

Prior to launching Providence he was, Manager Investment Services, Manager Corporate Services & Head of Marketing & New Business development for the Bahamas & Caribbean with SG Hambros (Bahamas) Limited, a Societe Generale subsidiary in the Bahamas. He was also a founding Principal with Colina Financial Advisors Limited (CFAL). Prior to this he was instrumental in the launch of Fidelity Bank & Trust International and its related companies where he held the position of Vice President Investment Services with the Group. Before this he spent more than ten years with RoyWest, NatWest, and Coutts Bahamas Limited, where he held the position of Manager Investment services with responsibility for overseeing the Cayman and Bahamas islands investment operations, being the first Bahamian to hold that position. Mr. Kerr was educated at Acadia University, Nova Scotia, Canada, where he received a Bachelor’s degree in Finance and Economics. Additionally, he is a member of the Society of Trust and Estate Practitioners (STEP) and associate member of the Chartered Institute of Arbitrators; he attended the College of The Bahamas and the R.M. Bailey High School.

A former company representative and member of the Securities Market Task Force, Mr. Kerr is affiliated with many professional organizations and invited often to speak at community and business organizations on a variety of investment management topics. He is a founding member of the Bahamas Society of Financial Analysts having served in the capacity as Secretary and Treasurer. As a panelist he has participated in a variety of talk shows and served as a Financial and Economic News writer for the Bahama Journal, The Nassau Guardian and The Tribune. He was recently appointed as a member to the Bahamas Government Private Pensions Task Force and was Deputy Chairman of Bahamasair.

 

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Michael Dean, CPA - Managing Director of Equity Investment Funds Services Ltd. and Non-Executive Director of Equity Bank Bahamas Limited

Since 2012, he has served as the Vice-President of Investment Fund Services Department of Equity Bank Bahamas Limited. He was accepted as a Member of the American Institute of Certified Public Accountants (1987) and the Bahamas Association of Compliance Officers (2005).

Mr. Dean began his career with over ten (10) years in audit, accounting and internal control expertise in the financial services arena in The Bahamas, with Deloitte & Touché and later Ernst & Young, including stints in the Caymans. He later served as Chief Financial Officer for the Canadian Imperial Bank of Commerce, Bahamas (CIBC Bahamas Limited), assisting with transitioning from a branch network of the Canadian Parent to a publicly traded company on The Bahamian Stock Exchange (BISX). Prior to joining Equity, he spent the previous fifteen (15) years in Swiss private banking, primarily in The Bahamas, with periods in Geneva, Switzerland. During this time, he has served in numerous capacities including Chief Financial Officer, Risk Manager, Senior Official II (reporting to the Central Bank), Vice President of Investments, Operations and Accounting dept., Compliance and Money Laundering Reporting & Prevention Officer for this boutique Swiss institution. He is a 1984 graduate of the University of Western Ontario, London, Ontario, Canada. He is active in the community in the areas of youth development, sports and social outreach.

 

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Vanessa Z. Coleby, TEP - Vice-President of Trust

Vanessa Z. Coleby is a seasoned trust professional with more than 25 years in the Financial Services Industry, a Member of the Society of Trust and Estate Practitioners since 1998, an Associate of the Bahamas Institute of Trust and Financial Services, with Series 6 Designation from the National Association of Securities Dealers, Inc.

She brings an understanding of and appreciation for the need to be client-focused while meeting the growing regulatory requirements. She has served in in various capacities including Trust Manager, Director, Corporate Secretary, Corporate Services Manager and Deputy General Manager with responsibility for Human Resources.