Our Story

1995

It all began with Peter Blackman

Our founder, Peter Blackman, built a reputation for himself as one of the Caribbean’s most trusted finance professionals, serving the high net worth community through financial advisory roles in some of the region's largest institutions. 
2000

Blackman moves to Panama

In the early 2000’s Blackman married the love of his life Francisca, a proud Panamanian, together they moved to Panama.
2002

York Investment Management is founded in 2002

Once settled into his new life in Panama, Blackman founded York Investment Management, an independent advisory firm serving the Caribbean’s high net worth community.
2011

Blackman sells the firm

In 2011, Peter Blackman was diagnosed with cancer, knowing his time was limited, he bravely set about finding a successor who he knew would not only keep his legacy alive, but bring the same level of service, and confidence to his clients that he did. 
2011

Peter Melhado acquires York

Peter Melhado, a seasoned Jamaican businessman with a proven track record in the financial services industry, and a familiar face to most of Peter Blackman’s clients, acquires York Investment Management. Peter now set out to find a leader that would not only please York’s existing clients, but push York to the next level.
2012 - Present

Matthew Wright joins the firm as CEO

Shortly after the acquisition, Matthew Wright joined the firm as CEO. Wright brought with him an unmatched reputation in the finance industry both in the Caribbean and the United States.  

Under Wright's leadership, York has expanded significantly over the years while still maintaining the same high-end, high-touch experience that York was built on.

Our Story

York Investment Management is a leading investment advisory and wealth management firm, serving the Caribbean and Latin America for over 20 years.

Institutions, family offices, and high-net-worth individuals look to York to provide clear, insightful investment advice while delivering wealth management solutions to navigate a complex and ever-changing financial landscape.

Based in Panama City, Panama, we are a licensed investment advisor, regulated by Panama’s Superintendency of the Securities Market of Panama (SMV).
Peter Blackman
1995

It all began with Peter Blackman

York Investment Management was founded by Peter Blackman. Blackman, a Trinidadian native, was one of the Caribbean’s most trusted finance professionals, serving the high-net-worth community through financial advisory roles in some of the region's largest institutions.
1995

Blackman in Cayman

Prior to founding York, Mr. Blackman served as the general manager of Dextra Bank in the Cayman Islands, now known as the Republic Bank of Trinidad.
Peter Blackman with his wife and kids
1995

Blackman moves to Panama

While working with Dextra Bank in Cayman, Mr. Blackman met his soon-to-be wife, Francisca. The two got married and decided to start a family in Fransica’s home country, Panama, so together they made the move. 
1995

Blackman founded York Investment Management

In 2002, Shortly after arriving in Panama, Mr. Blackman founded York Investment Management, one of Panama’s first regulated investment advisory companies. 
1995

Blackman sells the firm

In 2011, Peter Blackman was diagnosed with Cancer. Knowing his time was limited, he bravely set about finding a successor who he knew would not only keep his legacy alive, but bring the same level of service, and confidence to his clients that he did.
1995

Peter Melhado acquires the firm

Peter Melhado, a seasoned Jamaican businessman with a proven track record in the financial services industry, and a familiar face to most of Peter Blackman’s clients, acquires York Investment Management.
1995
Photo of Matthew Wright, CEO

Matthew Wright joins the firm as CEO

Shortly after the acquisition, Matthew Wright joined the firm as CEO. Wright brought with him an unmatched reputation in the financial industry both in the Caribbean and the United States. Under Matthew’s leadership, York managed to retain almost all of Mr. Blackman’s clients, while expanding the firm's reach tremendously, all while maintaining the same high-end, high-touch experience that York was built on.

meet our team

Matthew Wright has been at the helm of York since 2011. He has over 25 years of experience in investment management, corporate finance, credit risk management, and real estate investment. He is a former Vice-President of 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.

Matthew Wright

Chief Executive Officer
Mayer Matalon is responsible for guiding the strategic direction of the firm and having oversight of the client advisory team. Mayer has over a decade of experience in the finance industry, having worked at York in various capacities since 2014 and before that, at Citibank as Manager in the bank’s treasury department. He has served as a director of the ICD Group since 2014, and currently serves in strategic roles for various philanthropic organizations in Jamaica. Mayer holds a bachelor’s degree in Economics from Laurier University in Ontario, Canada.

Mayer Matalon

Chief Operations Officer
Marisin Luque Siu is a founding employee of York, having joined the firm in 2002. As Chief Compliance Officer, Marisin has responsibility for ensuring that York observes all relevant securities laws governing licensed investment advisors and that internal controls and operating procedures are adhered to by the firm’s employees. Marisin is an active member of the Association of Compliance Officers of Panama and is a highly regarded compliance professional in the sector. Marisin holds the Principal Executive and Analyst License from the Superintendency of the Securities Market of Panama.

Marisin Luque Siu

Chief Compliance Officer
Reporting to the CEO, 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.

David Thwaites, CFA

Portfolio Manager
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.

Ayleen Arana

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

Zuely Moriera

Executive Assistant
Juan Gallego is a financial analyst. Juan plays a supporting role in both our Portfolio Management and Client Support divisions. Juan graduated from Florida State University with a degree in finance.

Juan Gallego

Research Assistant
Karol Bryan is our assistant compliance officer. She is a licensed lawyer 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.

Karol Bryan

Compliance Assistant
Toby Cooke is our relationship manager, responsible for creating and maintaining new client relationships. Toby holds a degree in communications and business law from the University of Miami.

Toby Cooke

Relationship Manager
Arthur Williams has vast experience working in business and finance across various industries and companies both in Jamaica and internationally. Arthur’s prior experience includes transaction advisory, business analysis and wealth management. Arthur holds a bachelor's degree from Hamilton College in New York and finance certifications from Harvard Business School and Corporate Finance Institute.

Arthur Williams

Research Assistant
York Investment management S.A. is an entity regulated and supervised by the Superintendencia del Mercado de Valores de la República de Panamá and holds an Investment Advisor license, issued by SMV Resolution No. CNV-182-02 of April 30, 2002
The content of this web site is not directed at or intended for persons, individuals or entities that are U.S. Persons (as defined by Regulation S of the US Securities Act of 1933, as amended) and no securities or services are being offered in the United States or to US Persons.