Background

As a finance and technology scholar with deep roots in both academia and industry, I bring a unique blend of executive experience and research-driven insight to the evolving world of investment management. I hold a Ph.D. in Information Systems from Bentley University and currently serve as a Senior Research Affiliate at the CFA Institute, where my work explores the intersection of AI, big data, and digital platform ecosystems — with a particular focus on their applications in finance. With decades of leadership in investment banking across the Caribbean — including senior roles at Citibank and Butterfield Bank — I’ve built a career grounded in strategic vision and practical execution. I am a proud CFA charterholder and have actively contributed to the global investment community, including eight years of service on the Board of the Barbados CFA Society. My passion lies in bridging the gap between theory and practice. Whether through research, mentorship, or thought leadership, I’m committed to empowering the next generation of finance professionals with the tools they need to thrive in a digitally driven financial landscape.

Job experience

• October 2023 - present
  Senior Research Affiliate
  CFA Institute
  

  Washington, D.C., USA

  • Led a global mixed-methods study on AI and big-data workflows in investment management, combining a 569-respondent survey with 10 stakeholder roundtables to surface user needs and pain points.
  • Applied SPSS and Excel to identify key adoption drivers and barriers (data privacy, explainability, compliance), and synthesized qualitative roundtable insights into policy- and product-recommendations .
  • Produced actionable deliverables—including executive-level reports (“Creating Value from Big Data in the Investment Management Process”; "Explainable AI in Finance-Addressing the Needs of Diverse Stakeholders") and interactive slide decks—to inform technology strategy and governance frameworks.
  • Collaborated with product, design, and policy teams to shape feature prioritization and define success metrics, leading 3 workshops for senior leaders on human-AI collaboration and model-risk management.
  

• September 2021 - December 2023
  Adjunct Lecturer
  Bentley University
  

  Waltham, MA, USA

  CS 150: Introduction to Data & Information Management
  • Taught in-person, online, and hybrid formats
  • Topics included relational databases, SQL, and VBA
  • Developed applied labs bridging technical skills and business analysis
  

• March 1996 - October 2012
  Business Head / VP Investment Banking
  Various financial institutions
  

  Barbados, Trinidad & Tobago

  • Directed cross-functional teams to execute market research, client surveys, and focus groups that informed new product launches and risk-management tools.
  • Spearheaded research and business development at Clico Investment Bank, launching the first private sector venture capital fund and managing diverse investment portfolios.
  • Managed institutional funding negotiations (totaling over $825 M), honing stakeholder engagement and executive-level communication skills.
  

Education

• Bentley University
  Ph.D.
  

  2019 - 2025

  Conferred Ph.D. in Business (Computer Information Systems specialization)
• University of Maryland, College Park
  Master of Public Policy
  

  2014 - 2016

  M.P.P. (Environmental and Energy Policy specialization)
• University of Central Florida
  Master of Business Administration
  

  1992 - 1994

  M.B.A. (minor in Applied Micro-Economics)
• University of the West Indies
  Bachelor of Science
  

  1977 - 1980

  BSc. Business Administration (Accounting focus)

• CFA Charterholder
  CFA Institute
  

  July 2001 - present