Clarence M. Faulkner, MBA
Managing Director
Mr. Clarence M. Faulkner is the Founder and Managing Director of PMI Group, specializing in governance structures for investment management, private wealth, and social protection systems. For over 28 years, he has pioneered multi-employer pension solutions in the Caribbean and guided transitions from defined benefit to defined contribution pension plans. He has held prominent roles, including Chairman of the National Bank of the Virgin Islands and Director of the Caribbean Corporate Governance Institute. Mr. Faulkner holds an MBA in Finance from Wright State University.
Ryan Seale, BBA, CIM®
Chief Investment Officer
Mr. Ryan Seale has over 23 years of experience in international financial services across multiple jurisdictions, specializing in investment strategy and program implementation for family offices. Prior to joining the PMI Team, he served as a Business Development Director for a precious metals mutual fund and as Director of Global Business Development with a real estate asset manager. Mr. Seale holds a Bachelor’s degree in Business Administration from Bishop’s University and is a Chartered Investment Manager (CIM®) Designation Holder.
Jaques Van Jaaresveld, CFA®
Senior Portfolio Analyst
Mr. Jaques Van Jaarsveld is a seasoned investment professional with a diverse background in asset management and alternative investments. Mr. Van Jaarsveld has experience in portfolio construction, optimization, and risk management within multi-asset portfolios. Mr. Van Jaarsveld holds a Bachelor of Commerce degree from the University of South Africa and is a CFA (Chartered Financial Analyst) Charterholder.
Christina Cooke, BS
Portfolio Analyst
Ms. Christina Cooke is an investment professional with 13 years of experience in investment advisory, analysis, and client relationship management. At PMI, she monitors US monetary policy developments, conducts investment research across North American securities, and determines investment strategies and asset allocation for private wealth clients. Ms. Cooke holds a Bachelor of Science in Banking and Finance from the University of the West Indies and is currently a Level 3 Candidate in the CFA Program.
Loris Trigan
Junior Portfolio Analyst
Mr. Loris Trigan is a highly analytical professional with experience in portfolio monitoring, data analysis, and financial solutions within international financial institutions. He is proficient in developing and testing transaction tools and optimizing reporting architecture that contributes to operational efficiencies. Mr. Trigan holds a Master of Science (MSc) in Banking and Finance and a European Business Program (EBP) Master from Kedge Business School. He also earned a Double Degree Bachelor of Science (BSc) in Business and Economics, majoring in Business Administration.
Wendy K. Lewis, BS
Operations Manager
Mrs. Wendy Lewis has extensive experience in customer service and administration, having held various supervisory and managerial roles. As PMI’s Operations Manager, she oversees best practices, resource management, operational compliance, and strategic development. Additionally, she has corporate governance experience from her role as Corporate Secretary for the National Bank of the Virgin Islands and holds a bachelor’s degree in psychology with a minor in Computer Science from Barry University.
SHAUNTÉ T. STOUTT
Pension Administration Manager
Ms. Shaunté Stoutt, began her career at PMI over a decade ago and has advanced through various roles to her current position. She has extensive experience in pension plan development and daily operations. Ms. Stoutt is pursuing a bachelor’s degree in accounting with a minor in Human Resource Management and holds an Associate degree in Business Administration.
Tonya M. Solomon, BS
Senior Accountant
Ms. Tonya Solomon has over a decade of experience in accounting and IT, specializing in solutions for small and medium-sized businesses. At PMI she focuses on enhancing systems for data cohesion, efficiency, and technology integration. Ms. Solomon holds a Bachelor of Science in Accounting and an Associate degree in Computer Studies
Shakiya Archer, BS
Pension Administrator – Processing
Mrs. Shakiya Archer specializes in accounting services. She brings a level of analytical and organizational skills that contribute to the overall operational productivity of PMI. Her commitment to PMI and our clients is demonstrated through the adept administration of trade confirmations and the reconciliation of investment trades. Mrs. Archer holds a Bachelor of Science in Business Administration with a focus in Finance.
Adrian Ortiz-Fahie
Pension Administrator – Investments
Mr. Adrian Ortiz-Fahie brings experience as a financial services representative to his role in pension investment at PMI, where he is a member of the investment administration team for pension plans. Mr. Ortiz-Fahie holds a bachelor’s degree in Entrepreneurship from the University of Tampa.
Gracia Strough
Verification Officer
Ms. Gracia Strough is a dedicated and accomplished professional with over 16 years of experience in the banking industry. She brings a wealth of expertise and keen attention to detail to this critical role as Verification Officer at PMI. Ms. Strough holds various certifications in the area of Customer Service from the University of the West Indies.
KEMISHA RICHARDS
Pension Administrator – Contributions & Benefits
Ms. Kemisha Richards specializes in the day-to-day administration of pension plans. Ms. Richards is a focused and determined individual. Her career path exposed her to traditional banking services and day-to-day client relations matters to both private and commercial clientele. Ms. Richards has commenced her pursuit of a degree in Finance from H. Lavity Stoutt Community College in the Virgin Islands.
Smeralda Avril
Pension Administrator – Contributions & Benefits
Miss Smeralda Avril is one of PMI’s Pension Administrators, who, along with a team of associates, is responsible for the day-to-day processing and administration of pension plans managed by PMI. Miss Avril is a member of the International Compliance Association and is currently enrolled in the ICA Certificate of Compliance. Miss Avril holds an Associate of Arts Degree in English from the H. Lavity Stoutt Community College.
Geniqua Roberts
Pension Administrator – Contributions and Benefits
Ms. Geniqua Roberts is one of a team of Pension Administrators at PMI, responsible for the day-to-day processing and administration of pension plans managed by PMI. With a strong attention to detail and a focus on providing high-quality service, Ms. Roberts supports the smooth operation of the pension plan administration process. Ms. Roberts holds an Associate degree in General Science from H. Lavity Stoutt Community College in the Virgin Islands.
Lenin M. Amadiz
Pension Associate
Ms. Amadiz has over 10 years of experience in administration and customer service. At PMI, she plays a critical role in supporting client onboarding functions, including the preparation of Pension Plan governance documents and client orientation presentations. Fluent in both Spanish and English, Ms. Amadiz leverages her extensive background in customer care to anticipate and effectively address clients’ needs. Ms. Amadiz is currently pursuing a degree in Human Resources Administration from Ashworth University.
Kimbley Ali-Savory
Office Administrator
Mrs. Kimbley Ali-Savory plays a pivotal role in the onboarding, opening, and maintaining the firm’s Private Wealth Management accounts. As a key member of our Business Development Department, she ensures that each client receives exceptional service and tailored financial solutions. With years of experience in banking, finance, and client relations, she brings a wealth of knowledge to the firm and is committed to delivering top-tier results for our clients. Mrs. Ali-Savory is currently pursuing a degree in Applied Business Management.
Doddrea Ephraim
Pension Associate
As a dedicated member of PMI’s Business Development Department, Ms. Doddrea Ephraim plays a crucial role in ensuring the smooth onboarding of new pension clients. Her responsibilities include preparing governance documents and developing comprehensive orientation presentations She holds an Associate Degree in General Science from the H. Lavity Stoutt Community College in the Virgin Islands.
Kendra Nisbett
Office Administrator
Ms. Kendra Nisbett is the welcoming face and friendly voice you encounter when contacting PMI. Fluent in both Spanish and English, she brings a unique advantage when interacting with clients from diverse backgrounds. Ms. Nisbett’s role at PMI is centered on providing exceptional customer service ensuring a seamless and efficient experience with PMI. Ms. Nisbett is currently pursuing a degree in business administration.
