Mr. Matthew Wright has over 23 years’ experience in investment management, corporate finance, credit risk management and real estate investment. He is a former Vice-President in the Infrastructure and Energy Finance Group of Citibank Global Capital Markets in New York, with responsibility for providing financial advisory and debt arrangement services to major infrastructure projects in North America, Latin America, and the Caribbean. Mr. Wright has also served as Assistant Vice-President for Capital Markets in the Emerging Market Corporate Bank for Citibank Jamaica. As a former Cambridge Commonwealth Scholar, he holds a Master of Philosophy in Environment and Development from Cambridge University in the United Kingdom, a Master of Arts Degree in International Development Policy from Stanford University, California, and a Bachelor of Arts Degree in Economics from Williams College, Massachusetts. He also serves as an external Director and Deputy Chairman of the Victoria Mutual Group of companies.

Marisin Luque Siu is our Chief Compliance Officer. Marisin joined the firm in 2003 as a founding employee. She acts as the liaison between York Investment Management and the Superintendency of Securities Markets of Panama (SMV). Marisin holds a bachelor’s degree in business administration and marketing from The Universidad Santa Maria La Antigua in Panama. Marisin holds the Principal Executive and Analyst license from SMV. Additionally, she holds the ACAMS (certificates AMLFT, FADM, ACFCS certificates AML, FT, FADM, and is a member of The Association of Compliance Officers of Panama.

David Thwaites leads the portfolio management team in devising investment strategies for client portfolios, making buy and sell recommendations on specific securities, and keeping the firm and clients abreast of macro conditions in global financial markets. David has both regional and international finance experience, having previously held roles at JP Morgan Chase in the United Kingdom and IronRock Insurance in Jamaica. He holds a bachelor’s and master’s degree in accounting and finance from the University of Edinburgh in the UK and is a CFA charter holder. Additionally, David holds an analyst license from the SMV.

Ayleen Arana is the main liaison between our clients and custodial banks, responsible for guiding clients through onboarding, account maintenance and the management of all incoming and outgoing transfers. She is a graduate of Lindenwood University in Missouri and holds an analyst license from the SMV.

Zuely Moreira serves as the executive assistant to our CEO, Matthew Wright. Zuely is responsible for administrative matters within the firm.

Karol Bryan is our assistant compliance officer. She is a licensed attorney in Panama with over 8 years of experience in the legal environment. Karol holds a degree in law and political sciences from Universidad Santa Maria La Antigua as well as a master’s degree in commercial law and labor law from Universidad Interamericana de Panama.

Toby Cooke is our business development officer. She is responsible for creating and maintaining new client relationships. Toby holds a degree in communications and business law from the University of Miami.

Arthur Williams is a portfolio manager, helping lead investment strategy and research, and the active management of client portfolios. Arthur has previously held roles at PricewaterhouseCoopers (PwC) in Jamaica and NCB Capital Markets in the Cayman Islands. Arthur holds a bachelor's degree from Hamilton College in New York, finance certifications from Harvard Business School and Corporate Finance Institute, and he is a Level II candidate for the Chartered Financial Analyst (CFA) exam. Arthur also holds an analyst license from the SMV.

As Manager of Corporate Services, Shinelle has portfolio responsibility for York’s corporate business segment, which includes medium to large private and public corporations across the wider Caribbean region. Shinelle executes her role working closely with York’s portfolio management and investment advisory professionals to ensure seamless solution delivery. She has over 9 years’ of experience meeting the investment management and relationship needs of the high net worth and corporate client community, and joins York from one of the Caribbeans’ largest financial services groups where she developed a reputation for service excellence. Shinelle holds an undergraduate degree from the University of the West Indies and a Chartered Banker MBA specializing in Banking and Finance from Bangor University in the UK. She has attained several certifications including Certified Financial Planning, Corporate Investments, and Investment Foundations from the CFA Institute, and a Post-Graduate Diploma in Corporate Governance and Leadership.

Timar Jackson leads the execution of value-added financial solutions for York’s corporate and family office clients, complementary to our core asset management services. His responsibilities cover capital market transaction structuring, asset divestitures, private equity, mergers and acquisitions, and rationalizing asset allocation and ownership structures to manage risk, meet liquidity requirements, and facilitate inter-generational wealth transfers and related client needs. Before joining York, Timar was the Assistant Vice President responsible for originating and structuring corporate capital markets solutions at one of the Caribbean's largest investment banks. He has experience advising and leading the successful execution of deals of varying sizes and complexity in the regional private and public debt and equity capital markets. Timar is a CFA Charterholder and holds a BSc. in Actuarial Science (Hons.) from the University of the West Indies, Mona, an MSc. in Applied Statistics, and an MBA in Finance, Strategy, and Operations, both from the University of Oxford, where he attended as a Rhodes Scholar.