Clarence M. Faulkner, MBA
Mr. Clarence M. Faulkner is the Founder and Managing Director of the PMI Group of Companies. He specializes in developing governance structures relating to investment and portfolio development, investment management, financial advisory services, private wealth, and social protection systems.
Over the last 25 years, Mr. Faulkner has been involved in numerous projects aimed at addressing the concerns of both formal and informal sectors and highlighting the key components of an individual’s replacement rate. His drive to focus on the communities and people of the Caribbean region has been evident throughout his career. He has introduced the first multi-employer pension solution to the BVI in line with his drive to redefine the way governments, companies, and individuals view pensions. He assists both families and individuals retrieve assets from underperformed investment structures. Mr. Faulkner has been instrumental in restructuring and transitioning several private pension plans from a defined benefit to a defined contribution structure in multiple jurisdictions.
Mr. Faulkner’s extensive expertise is also evident through his work as the former Chairman of the Board of Directors for the National Bank of the Virgin Islands, former Interim Chairman of the Board of the Virgin Islands Recovery and Development Agency, former Investment Manager of the BVI Social Security Board, former Director of the Caribbean Corporate Governance Institute, former Vice-Chairman of the International Social Security Association (ISSA) Technical Commission on Investments, and former Chairman of the Working Group of the CARICOM Regional Social Security Systems, to name a few.
Mr. Faulkner holds an MBA (Hons) in Finance from Wright State University and a Bachelor of Commerce, dual majors in accounting and finance from St. Mary’s University.
Michelle L. Todman Smith, MBA, FICA
Mrs. Michelle L. Todman Smith is a results-oriented professional who brings over 20 years of experience and extensive knowledge of the international financial services industry and its products. She specializes in financial services regulation and supervision with expertise in banking, money services and financing business, corporate services, regulatory compliance, and risk management.
Mrs. Todman Smith has held senior roles in Operations with one of BVI’s leading corporate services providers and with the Territory’s social administration agency. She was the Deputy Director of Banking Supervision for the Financial Services Commission of the British Virgin Islands and the inaugural Ambassador and Asia Representative of the Financial Services Commission in Hong Kong, Special Administrative Region. Mrs. Todman Smith has represented the BVI on numerous regional and international platforms organized by prominent “watchdog” agencies such as the Caribbean Group of Banking Supervisors, the Caribbean Financial Action Task Force, the Group of International Finance Centre Supervisors, the World Bank, and the International Monetary Fund. She served on the Board of Directors for the National Bank of the Virgin Islands and was Chairperson of the Bank’s Audit and Compliance Committee.
At PMI, Mrs. Todman Smith draws on her experience and distinct background to assist in providing strategic direction, developing new business opportunities as well as expanding PMI’s brand.
Mrs. Todman Smith holds an MBA in Finance from Wright State University, a Bachelor of Arts in Business Administration with a concentration in Accounting from the University of the Virgin Islands and is a Fellow of the International Compliance Association.
Wendy K. Lewis, BS
Throughout her career, Mrs. Lewis has been exposed to a wide range of responsibilities in the areas of customer service and administration at both supervisory and managerial levels. She has acquired the competencies necessary to excel in her career because of these experiences. As PMI’s Operations Manager, Mrs. Lewis is responsible for implementing best practices and processes across the organization. This includes improving performance, procuring and managing resources, ensuring operational compliance, and contributing to formulating strategy. Mrs. Lewis also possesses knowledge in corporate governance, having served as Corporate Secretary for the National Bank of the Virgin Islands.
Mrs. Lewis holds a Bachelor’s degree from Barry University (Florida, USA), majoring in Psychology, with a minor in Computer Science.
Ryan Seale, BBA, CIM®
Senior Portfolio Analyst
Mr. Ryan Seale has over 20 years of international financial services experience. As a senior member of the investment management team within various family offices, he worked towards driving those firms’ investment strategies, analysis, and implementation of comprehensive investment programs. He is also well versed in the offshore Financial Services sector in areas of Trusts and Corporate Services.
Mr. Seale has experience as a Business Development Director for a precious metals mutual fund working with international clients inclusive of those within the Canadian (MFDA/ IIROC) channels. In his most recent position, Mr. Seale was a Director for Global Business Development, with a real estate asset manager.
Mr. Seale holds a Bachelor’s degree in Business Administration, majoring in Finance and Human Resources, from Bishop’s University in Quebec and is a Chartered Investment Manager (CIM®) Designation Holder.
Christina Cooke, BS
Junior Portfolio Analyst
Ms. Christina Cooke is an investment professional with 10 years of experience across investment advisory, and economic and investment analysis. Her experience has also encompassed relationship management geared at client acquisition and retention. Ms. Cooke is passionate about investment solutions and believes that proper financial planning with sound investment advice is vital for achieving financial success. Here at PMI, Ms. Cooke is responsible for investment analysis that includes conducting comprehensive business and market studies in keeping with PMI’s mandate of delivering financial solutions to our clients.
Ms. Cooke is pursuing the CFA Charter and holds a Bachelor of Science in Banking and Finance from the University of the West Indies at Mona, Jamaica.
SHAUNTÉ T. STOUTT
Supervisor – Pension Administration
Ms. Shaunté T. Stoutt is the Supervisor of the Pension Administration Team. A true testament of commitment and perseverance, Ms. Stoutt commenced her career here at PMI and has grown through the ranks to the position of Supervisor. Mastering the various elements of pension administration, she has acquired extensive experience in the development and day-to-day operations of pension plans.
Ms. Stoutt is currently pursuing a Bachelor’s degree in Accounting with a Minor in Human Resource Management from Missouri Southern State University and holds an Associate degree in Business Administration from H. Lavity Stoutt Community College in the Virgin Islands.
Tonya M. Solomon, BS
Ms. Tonya M. Solomon specializes in accounting and IT. She has been in the accounting industry for more than a decade concentrating on developing accounting and bookkeeping solutions for small and medium-sized businesses. Her interest in IT and accounting has awarded her the knowledge to create systems that maintain data cohesion and integrity, for a wide range of clients. She believes in a smooth-flowing operation and is keen on accuracy and presentation. At PMI, Ms. Solomon’s functions entail the continued enhancement of systems and processes, which promotes efficiency and facilitates new technologies in a growing world. Ms. Solomon’s hybrid experience allows her to think critically when it pertains to problem-solving and data analysis.
Ms. Solomon holds a Bachelor of Science in Accounting and holds an Associate degree in Computer Studies from H. Lavity Stoutt Community College in the Virgin Islands.
Pension Administrator – New Engagements
Ms. Khristie Latchman is one of PMI’s young professionals who consistently demonstrates her ability as an astute learner and dedicated teammate. She is involved in the various aspects of operations here at PMI with a specialization in client registration and governance documentation management. Her experience in banking and finance gives her an appreciation of the functional elements of PMI and the drive to make a difference in what she does, Ms. Latchman envisions herself building a rewarding career at PMI.
Ms. Latchman is currently pursuing a Bachelor of Business Administration in Finance from Florida International University and holds an Associate in General Science from H. Lavity Stoutt Community College in the Virgin Islands.
Shakiya Farrington-Archer, BS
Pension Administrator – Processing
Mrs. Shakiya Farrington-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. Farrington-Archer holds a Bachelor of Science in Business Administration with a focus in Finance and is pursuing professional certification.
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. She possesses an ability to independently assess matters and provide solutions as evidence by the accolades received in such an early career and her proficiency in quality assurance as regards PMI’s benefits and contributions systems.
Ms. Richards is currently pursuing a degree in Finance from H. Lavity Stoutt Community College in the Virgin Islands.
Pension Administrator – Contributions & Benefits
Ms. Smeralda Avril specializes in the onboarding of new clients and the administration of pension plans. She possesses knowledge and experience in administration and customer service and has responsibility for data integrity concerning PMI’s client intake process. With an interest in the field of finance and investing, she aims to grow alongside PMI and continue gaining experience in the field.
Ms. Avril holds an Associate of Arts in General Studies with a focus on English from H. Lavity Stoutt Community College in the Virgin Islands.
Pension Administrator – Investments
Mr. Adrian Ortiz-Fahie joined PMI with a zeal for professional growth and development in the pension and investment services sectors. His experience as a financial services representative makes him well-suited to the pension investment and wealth management objectives promoted by PMI. Mr. Ortiz-Fahie has responsibility for the investment administration functions of pension plans administered by PMI, a task he meticulously executes. He is ambitious and aspires to pursue a career as an investment portfolio analyst with PMI as his career progresses.
Mr. Ortiz-Fahie holds a Bachelor’s degree in Entrepreneurship from the University of Tampa. He graduated from Robinson School, Puerto Rico, and completed summer studies at George Town University, Washington, DC.
Lenin M. Amadiz
Ms. Amadiz brings over 10 years of experience in the administrative and customer service fields. Immersing herself in the different characteristics of customer service at an early age has influenced her profound ability to apply various aspects of the trade to her day-to-day functions. Ms. Amadiz’s role in PMI’s operations involves supporting client onboarding functions, including preparing client orientation presentations. Ms. Amadiz’s fluency in Spanish and English and her senior experience in customer care are key aspects of her proficiency in anticipating, understanding, and satisfying clients’ needs.
Ms. Amadiz has developed a keen interest in finance and investments, which motivates her to grow as a promising professional while gaining experience with PMI.
Mrs. Kimbley Ali-Savory is the friendly voice and face that will most likely greet you when you contact PMI. She is responsible for answering questions, routing inquiries, providing administrative support, and assisting the Business Development Department. Mrs. Ali-Savory achieved her career backdrop in customer service and finance from her experiences in the banking, retail, and tourism industries.
Mrs. Kimbley Ali-Savory is currently pursuing a degree in Applied Business Management from Brigham Young University-Idaho. She has previously been a recipient of The Business School academic scholarship in Guyana.