First Citizens Investment Services Management Team

Richard has a Bachelor of Commerce from the University of Toronto and an MBA (with distinction) from Heriot-Watt University.  He is a CFA Charter holder and also holds the Professional Risk Manager (PRM) designation.

Richard was appointed General Manager on October 1, 2020, and previously held the position of Group Chief Risk Officer for the First Citizens Group.  He has over 20 years of banking, finance and risk management experience gained at regional and multinational financial services firms.

Nicholas took up the role of Assistant General Manager – FCIS in June 2022. He previously held the position of Senior Manager – Trading at Treasury / International Trade Centre. Nicholas has over 20 years’ experience, 14 of which are at a managerial level at international and regional financial institutions. His experience includes Treasury, Treasury Risk Management, Asset Liability Management, Corporate and Investment Banking, Portfolio Management and Retail Banking.

Nicholas is a holder of a Bachelor in Business Administration from the University of New Brunswick. He also holds an International Masters in Business Administration with a specialization in Finance from the Arthur Lok Jack Graduate School of Business.

Daniel has nearly two decades of experience in Financial Services Sector, with extensive knowledge and expertise in the areas of Wealth Management, Investment Advisory Services, Securities Brokerage and Investment Sales. Over the span of his career, Daniel has found great fulfilment by facilitating clients in their pursuit of their Investment goals and objectives. He has held several Management positions and currently leads the Wealth Management and Business Development teams of the company.

Daniel graduated from the University of Lincoln, United Kingdom with a Bachelor of Arts Degree in International Business Administration (with honours). He also holds a Masters in Business Administration (with distinction) from Edinburgh Business School, United Kingdom.

Leslie is a qualified Chartered Accountant since 1996 and a registered broker since 2007.

On January 1, 2010, he re-joined the Brokerage operations of First Citizens Brokerage and Advisory Services Limited as the Manager – Brokerage Services. He has significant experience in the IPO arena in T&T acting as Lead Broker for seven of the last eight issues on the TTSE with a combined raise of over TT$12.7 Billion.

Xoceketzal has over a decade of experience in the financial services sector, both locally and internationally. She holds the position of Head – Portfolio and Investment Management Services. Xoceketzal is the holder of a Bachelor of Commerce Degree (with Honours) in Economics from the University of Guelph, Canada, ACCA and an MBA (with Distinction) from Heriot-Watt University.

Greg has over 15 years of investment experience and is responsible for managing the FCIS Proprietary Portfolio. He holds a BSc in Management Studies with a Finance Minor (First Class Honours) from the University of the West Indies and is also a CFA Charterholder.

Norlann joined FCIS in 2010 and has functioned in a leadership capacity in every regional unit of FCIS where her responsibilities included business development and strategic execution in the Eastern Caribbean and Barbados Capital Markets. She holds a BBA in Finance with a concentration in Economics from Midwestern State University and an MBA in Finance from the University of Texas. 

Maritza is a Chartered Financial Analyst (CFA) Charter holder and a holder of a Bachelor’s of Science Degree in Management Studies with a Minor in Finance from the University of the West Indies, St Augustine.

Maritza joined the First Citizens Group in August 2015 and fifteen (15) years’ experience in the asset management field. Prior to joining First Citizens, she held various positions at the Trinidad & Tobago Unit Trust Corporation including Portfolio Manager of the Growth & Income Fund and Universal Retirement Funds and Senior Macro Analyst.  In addition to her vast work experience, she is also an active member of the CFA Society of Trinidad & Tobago (CFASTT), serving on the Board of Directors for the past five (5) years. Maritza currently holds the position of Manager – Investment Research, where her core duties involve conducting in-depth research and analysis on equities, bonds and issuers, with the goal of providing technically sound recommendations.

Beverly has over sixteen years of experience in the field of finance within the financial services, telecommunications and project management sectors. She is also a Fellow Member of the Association of Chartered Certified Accountants (FCCA) and holds an MBA from the University of Manchester.