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  • Home
  • Products and Services
      Mutual Funds
      Money Market Fund
      Caribbean Equity Fund
      Republic US$ Fixed Income Securities Fund (RUSFIS)
      Private Wealth Management Services
      Retirement Planning
      Tax Incentive Savings Plan (TISP)
      Equity Tax Incentive Savings Plan (ETISP)
      Brokerage Services
      Brokerage Services Local Equity
  • Resources
      Financials
      Performance
      Tools
      Newsletters
      Forms
      Prospectus
      Investing Basics
      Investor Education
  • Insights
  • About Us
  • Contact Us
  • Online Access
    • TTSE Online Platform

Meet Our Team

Management

Bheeshma Boodram

Brokerage Manager (Ag)

Bheeshma has over eighteen years of experience with Republic Bank at various positions where he has gained invaluable experience. Bheeshma holds a Master of Business Administration (Finance) from the University of Bedfordshire, a Bachelor of Arts (Business Management) from the University of Sunderland, and a Diploma in Business Management (Higher) Business Management Pathway, from the Association of Business Executives (ABE Level 6).

Avinash Ramdeen

Senior Manager

Avinash has over eighteen years of investment management experience; managing billion-dollar, multi-currency, multi-asset portfolios at some of the largest financial institutions in the Caribbean - from multinational banks, to large regional insurance companies, to top tier domestic stockbrokers. Mr. Ramdeen holds a B.Sc. in Management, with a Minor in Finance from the University of the West Indies; an MBA (Distinction) in International Finance from Arthur Lok Jack Global School of Business and is a Certified Anti-money Laundering Specialist (CAMS). 

Rush Ramoutar

Investments & Wealth Creation

With over fifteen years of experience in the financial sector, Rush’s expertise includes Treasury and Liquidity Management, Portfolio Management, Foreign Exchange Trading, Credit and Enterprise Risk Management. Rush holds a Master of Science in Management Studies (Distinction) and a Bachelor of Science in Management Studies (Major) Finance (Minor) First Class Honours, both from the University of the West Indies. Mr. Ramoutar is also a Chartered Financial Analyst (CFA Institute).

Pernel Roberts

Investment Manager

With over six years of experience working in the financial sector, Pernel has quickly progressed through many roles where he has settled as Investment Manager. Pernel holds a Bachelor of Science in Economics (Major) Accounting (Minor) Finance (Minor) with First Class Honours, from the University of the West Indies. He also holds the designation of Certified Financial Analyst (CFA) charterholder, from the CFA Institute.

Brad Tom Yew

Wealth Manager

Mr. Tom Yew holds an MBA with concentration in Finance and a B.Sc. in Marketing from Barry University in Florida. Brad’s 25 years of experience, both locally and abroad, has provided him with the necessary skills for cultivating, servicing, and retaining high net worth individuals. His customers are assured of personalized service, aimed always at helping them achieve their long-term personal and financial goals. Backed by Republic Wealth's highly skilled investment team, he can boast of a level of service and financial oversight second to none in the region.

Financial Advisors

Marsha Khan

Cell Number: (868) 791-3831
Email: marsha.khan@rfhl.com

Marsha has over 25 years banking experience with over 13 in the investment field, guiding individuals and companies in improving their financial portfolio. Her philosophy is: “A successful portfolio is synonymous with a successful life” and her clients are very often repeat customers because of her experience, knowledge and warm disposition. She is also an avid local and international steel-pan player.

Christopher Ma-kuan

Cell Number: (868) 708-6106
Email: christopher.ma-kuan@rfhl.com

Chris is a Certified Financial Advisor with over 19 years in the financial services sector. He specializes in relationship building and provides personalized service in helping clients meet their financial goals.

Shiloh O'Neill

Cell Number: (868) 791-3872
Email: shiloh.oneill@rfhl.com

Shiloh is a Certified Financial Advisor with over 14 years of banking experience, spanning from retail credit to investment, giving him a holistic perspective on financial strategy. He is customer focused, and dedicated to helping clients achieve their financial goals to enjoy an optimal quality of life. His innovative and creative outlook makes him a valuable member of the team.

Jonathan Pilgrim

Cell Number: (868) 490-9939
Email: jonathan.pilgrim@rfhl.com

Jonathan has a passion, not just for investments, but for providing exceptional service to his clients. Having gained invaluable experience since joining the team in 2015, he is a Certified Financial Advisor and is currently pursuing his ACCA qualifications. His desire to achieve his goals both in and out of the office, makes him an instrumental part of the team.

Shane Sankar

Cell Number: (868) 791-3829
Email: shane.sankar@rfhl.com

With several years of experience in wealth management since graduating from UWI with a B.Sc. in Banking & Finance, Shane possesses a vast knowledge of local and international capital markets and uses this to provide his clients with personalized strategies to help them achieve their financial goals. He values building strong, trusting relationships to ensure a supportive and collaborative investing experience for his clients.

Sally Sinanan-Seepersad

Cell Number: (868) 791-3863
Email: sally.sinanan-seepersad@rfhl.com

Sally is a customer-oriented individual with over 26 years in the marketing and sales of investment products. She has given sound advice and guidance to her clients while maintaining a professional and approachable demeanor. She is recognized for being knowledgeable, loyal and friendly in nature.

Products and Services

Money Market Fund
Caribbean Equity Fund
US$ Fixed Income Securities Fund
Private Wealth Management Services
Brokerage Services
Tax Incentive Savings Plan
Equity Tax Incentive Savings Plan
Corporate Tax Incentive Savings Plan
Corporate Equity Tax Incentive Savings Plan

Resources

Investment Risk Calculator
Opening Account Required Forms
Investing Basics
Resource Links
TT Securities & Exchange Commission
Financial Statements

Contact

  • invest@rfhl.com
  • 868-625-3617
    Ext. 69919, 69914, 69913, 69911, 69903, 69918
  • #8 Rapsey Street Ellerslie Plaza, Maraval. Trinidad and Tobago.
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