Roger Cave CA, CFA – Investment Director
Roger Cave is the founder and Managing Director of Fortress Fund Managers Limited which has successfully managed the Fortress Caribbean Growth Fund, Fortress Caribbean Property Fund, Fortress Caribbean Pension Fund and the Fortress Caribbean High Interest Fund. Roger is a CFA charterholder as well as a Chartered Accountant. Roger is a board member of the Barbados Stock Exchange and is a director of Cave Shepherd & Company Limited, a publicly listed company on the Barbados Stock Exchange.
Peter Arender, CFA - Chief Investment Officer, Fortress Advisory & Investment Services
Peter has over 20 years varied experience in financial markets, most recently as CIO of a privately held offshore bank in Barbados. His focus is on developing and applying highly disciplined strategies to the portfolio management process. He is a CFA charterholder, the current vice-president of the Barbados CFA society and a past-president of the Toronto CFA Society. He joined Fortress in 2009.
Dionne Thompson BSc., FCCA - Chief Financial Officer
Dionne Thompson joined Fortress in 2006 and is a qualified accountant with over seven years experience in various roles at PwC Barbados. Her last position there was as Manager in their Advisory Services Division. Dionne is a member of the Institute of Chartered Accountants of Barbados and the Association of Certified Chartered Accountants.
Rene Delmas BSc, FLMI – Pension Director
Rene joined Fortress in 2003 when the Fortress Caribbean Pension Fund was launched. He is responsible for the marketing and administration of the Fund. He brings over twenty years of experience in the Pension field, having had responsibility for the Caribbean Pension Portfolio of one of the largest Caribbean insurers for many years.
Chris Callender CIM, FCSI - Portfolio Manager
Chris is responsible for the Fortress Global Value Fund, the company's fifth mutual fund offering, and is involved in the management of the other funds. He has over ten years experience in the financial services industry having worked in fund management and managed a stock brokerage department. Chris holds the Fellow of the Canadian Securities Institute designation.
Kim T.A. Howard, M.Sc. - Marketing Manager
Kim joined Fortress Fund Managers in 2011 and is charged with the development and execution of Fortress' marketing strategy. She brings to the firm over 10 years of varied marketing communications experience including real estate and legal marketing. She holds a Master of Science in Integrated Marketing Communications from Florida International University and a Bachelor of Arts in Media and Communication from the University of the West Indies (Mona).
Tina Searles - Office Manager
Tina is the main point of contact for Fortress' clients. Tina is responsible for the entry of data to the Fund Accounting system with regard to subscriptions and redemptions. She has completed the Certification Course in Mutual Funds.
Jennifer Holder – Administrative Assistant
Jennifer is responsible for the entry and maintenance of the company's Pension Fund product - Fortress Caribbean Pension Fund. She has completed the Certification Course in Mutual Funds.
Simon Evelyn - Fund Administrator
Simon through his previous employer has been providing mutual fund administration services to the company for the past ten years. He is responsible for all administrative inputs to the Fund Accounting System with regard to all investments, and is the liaison between ourselves (the Administrator), Custodian and Manager. Simon has completed the Certification Course in Mutual Funds.
Natalie Scantlebury - Assistant Fund Administrator
Natalie assists with the administration of Fortress' Growth, High Interest and Pension funds. She previously worked in the banking industry and has over five years in capital markets and wealth management. Natalie holds a Bachelor of Science in Banking and Finance from the University of the West Indies (Cave Hill). She joined the firm in 2010.
Carlos Depeiza – Pensions Administrator
Carlos joined Fortress Fund Managers in 2012. He previously worked with a leading commercial bank and has over five years of banking experience with payroll and employee benefits.
At Fortress he administers both the group pensions and Registered Retirement Savings Plans.
Carlos is currently pursuing an MBA. He also holds a Bachelor of Science in Social Studies (Honours) from the University of the West Indies, and a Certificate of Proficiency from the Insurance Institute of Barbados.