CAYMAN - Key Persons
Job Titles:
- Chartered Accountant
- Senior Partner of Rawlinson & Hunter
Alan is Senior Partner of Rawlinson & Hunter, specialising in private client services including international trust structures, private trust companies and purpose trusts, estate planning and wealth management.
He advises on the establishment and ongoing administration of Cayman Islands trusts and companies, including acting as a director of a number of private trust companies, other regulated entities and client companies. Alan is the Chairman of The R&H Trust Co. Ltd. and The Harbour Trust Co. Ltd., duly licensed Cayman Islands trust companies.
Alan is a qualified Chartered Accountant (Canada), Trust and Estate Practitioner (TEP) and a Chartered Financial Analyst (CFA) charter holder. Alan is a Past-Chairman of the Cayman Branch of STEP, a Member of STEP Global, Past-Chairman of the Cayman Chapter of AIMA and member of the Cayman Islands Institute of Professional Accountants.
Alanna is responsible for Marketing at Cayman Finance and supports the team with Business Development and Community Engagement projects and initiatives.
A Social Media Specialist with five years of high-level industry experience, Alanna excels at growing and nurturing online communities. She is dedicated to the continuous growth and optimisation of Cayman Finance's social media platforms to enhance the reach of Cayman Finance content and promote Cayman Finance member firms.
Alanna served as Director of the Cayman Islands Marketing Professionals Association (CIMPA) from 2020 to 2022 and the Cayman Islands Society for Human Resource Professionals (CISHRP) from 2018 to 2020.
A community-minded ambivert, Alanna is passionate about making the world a better place than how she found it. As past President of Rotaract Blue Cayman Islands (2020-2021), she received "Proud of Them" recognition from the Ministry of Youth, Sports, Heritage & Culture in 2022 for her community service efforts and achievements. She was later recognised as a Role Model in the Cayman Islands in the 2023 edition of Cayman Parent magazine.
She holds a Bachelor of Laws degree from the University of Liverpool.
Job Titles:
- Partner, Head of Asset Management, KPMG
With over nineteen years' experience, Andrew has worked extensively in the Asset Management, Banking and Structured Finance sectors, and has the versatility to service a diverse range of clients.
Andrew has worked with structured products such as structured investment vehicles ("SIV"s), tender option bond / municipal arbitrage funds, leasing vehicles, CDOs/CLOs, segregated portfolio cell structures, CPPI structures and Islamic financing deals and funds.
As Head of Digital Assets, he acts as lead Partner for a number of local and international banking audit clients.
Job Titles:
- Leader of the Cayman Tax Practice
- Partner, Deloitte
Anthony Fantasia is the leader of the Cayman Tax Practice and has worked with some of the largest asset management firms.
Anthony has over 22 years of public accounting experience, which has been focused on the US taxation of alternative investment products, including hedge funds, private equity funds, family investment partnerships, offshore funds and fund-of-funds. He facilitates tax reporting, provides tax advisory services, assists with tax efficient structuring and advises clients on the Automatic Exchange of Information, OECD Country by Country Reporting and the Economic Substance requirements.
Job Titles:
- Associate Director
- Member of CIIPA 's ESG Committee
Brittany is an Associate Director responsible for Business Development in the Insurance, Reinsurance, Banking and Trusts Sectors. As a passionate advocate for community engagement, Brittany's most notable title is connecting to community as the Head of the Cayman Finance LEAD Programme.
Brittany has held various roles at a Big 4 firm in the Cayman Islands, the US and Bermuda over the past 11 years. Brittany has extensive experience in managing Fortune 500 client engagements, transformative accounting advisory services, financial statement audits, and implementing quality and risk management systems.
Brittany is actively engaged in promoting the insurance, reinsurance and trust sectors in the Cayman Islands through advocacy, collaborating with stakeholders, conducting research and analysis, and connecting with the community in a way that supports the growth and sustainability of these sectors.
Born and raised in the Cayman Islands, Brittany holds a Bachelor (Honours) in Accounting and Finance from the University of Manchester.
"Life's most persistent and urgent question is, ‘What are you doing for others?'" And in response, Brittany is deeply committed to the community and actively volunteers in over 10 non-for-profit organizations in the Cayman Islands, supporting women empowerment and social services.
To name a few, Brittany is an involved member of CIIPA's ESG Committee, 100 Women in Finance, a Big Brothers Big Sisters mentor, and actively engages with high schools, local colleges, and graduate programmes as Head of the Cayman Finance LEAD programme. Brittany is also a past member of the Communications Committee for Women in Reinsurance Bermuda.
Job Titles:
- Partner
- Member of the Cayman Islands Legal Practitioners Association
- Partner, Appleby
Caroline is a partner within the Corporate department of Appleby in Cayman. Her practice areas include asset and project finance, corporate and fund finance, restructuring and mergers and acquisitions, structured finance, private equity and bond offerings.
Caroline regularly represents an extensive list of financial and private equity institutions as well as corporations. Her vast experience reaches across capital markets, corporate, aircraft and shipping.
Caroline holds an LLB (Honours) from the University of Bristol and is ranked in the 2024 edition of The Legal500 as a "Leading Individual - Banking, Finance & Capital Markets‘ and as ‘Highly Regarded' and a ‘Women Leader' in IFLR1000's 2023 Capital markets and Banking law rankings. She has also been recognised by Who's Who Legal with respect to Aircraft Finance.
Caroline is a member of the Cayman Islands Legal Practitioners Association and the Law Society of England and Wales. She is also the current Deputy Chairperson of the Board of the Maritime Authority of the Cayman Islands and a notary public registered in the Cayman Islands.
Since 1989, Mr O'Dea worked for Butterfield Bank (Cayman) Limited in various capacities. He ended his executive career with a stint as Managing Director Cayman and President & Chief Operating Officer, BNTB Group. In April 2016, he retired from executive responsibilities with Butterfield Group and assumed a non-executive role as Director of BNTB Board and Chairman of Butterfield's Board. Throughout his career, Mr O'Dea has also served in various associate and government positions, including President at the Cayman Islands Bankers' Association and the Chamber of Commerce.
Job Titles:
- Associate Director
- Is an Associate Director With Responsibility for Community Engagement
Danielle Hennings, CPA, is an Associate Director with responsibility for Community Engagement at Cayman Finance.
Danielle works with Cayman Finance members to open doors for young and talented Caymanians. She spearheads the LEAD programme, making a significant impact on the next generation of leaders. Recognising that the industry's success should be synonymous with the success of its people, her goal is to inspire residents to become industry ambassadors both locally and abroad.
Born and raised in the Cayman Islands, Danielle is a proud product of both the public and private school systems. She pursued her higher education at Penn State University, where she earned her Bachelor's With Distinction and Master's degrees in Accounting. Danielle embodies the spirit of community engagement, leveraging her professional expertise to make a lasting impact on the Cayman Islands and its future leaders. Danielle is a dedicated mentor in the 100 Women in Finance - GirlForce 100 programme, contributing to the development of young professional women.
For 20 years, Jackie Doak has been involved in creating exceptional places, experiences and opportunities with the Dart organisation. She is a director at Dart Enterprises Ltd., where she provides strategic guidance to real estate, hospitality and retail businesses.
Working in partnership with private and public entities to promote the Cayman Islands overseas, Jackie serves on the Board of Directors for the Cayman Islands Family Office Association. She leads Dart's efforts to attract investors, cultivate new businesses and diversify the Islands' economy. Jackie also serves on the Board of Directors for the Kenneth B. Dart Foundation and the R3 Cayman Foundation.
Beyond Cayman, Jackie serves on the Board of Directors for the U.S.-based Dart Interests, directs Dart's global communications and is part of a group of advisors responsible for designing and implementing the long-term strategy for Dart's worldwide landholdings, investments and conservation initiatives.
Job Titles:
- Member of STEP
- Partner Funds, Corporate, and Private Client, Ogier
Giorgio joined Ogier in 2002 and became a partner in 2006. His practice spans Ogier's Corporate, Investment Funds, and Private Wealth groups. He is currently co-head of Ogier's global Latin American practice and Head of Ogier's Private Client and Trusts Group in the Cayman Islands. Before Ogier, Giorgio practiced at Sullivan & Cromwell in New York (1998 to 2002), Pinheiro Neto - Advogados in Sao Paulo (1994 to 1995) and Linklaters in London and Paris (1992 to 1994 and 1995 to 1997).
Giorgio received his Diploma de Estudios Hispánicos from the University of Málaga, Spain in 1986; Bachelor of Law, with Honours, from the University of London, King's College, in 1990; Maîtrise en Droit, avec mention, from the University of Paris I, Panthéon-Sorbonne, in the same year; and Master of Law from University of Michigan Law School at Ann Arbor in 1992.
Giorgio is a member of STEP and a Notary Public in the Cayman Islands and a member of the Cayman Islands Law Society, the Law Society of England and Wales and the New York Bar Association. He is fluent in English, French, German, Italian, Portuguese and Spanish.
Job Titles:
- Partner, Territory Leader, Regional Assurance and Asset and Wealth Management Leader, PwC Cayman Islands
Graeme Sunley is PwC Cayman's territory leader as well at the asset management leader for PwC Cayman and the wider network of PwC firms across the Caribbean. He was admitted to the PwC Cayman partnership in 2006. He has more than 20 years of professional experience with PwC, the last 18 of which have been with PwC Cayman. His client portfolio comprises alternative investment funds with a variety of different investment strategies and legal structures. He works with major fund administrators, legal counsel and fund governance firms.
Job Titles:
- Associate Director
- Associate Director for the Fintech and Virtual Asset Sector
Haymond Rankin serves as the Associate Director for the Fintech and Virtual Asset Sector at Cayman Finance. In this role, he spearheads initiatives to drive economic growth, enhance government revenue, and create job opportunities within the fintech and virtual asset industries.
Haymond has extensive experience in crypto legal work, having guided numerous companies in establishing their fintech and virtual asset operations in the Cayman Islands. His expertise is complemented by a background in both public and private sectors, where he has addressed public interest matters and led complex investigations, particularly in data protection.
Committed to technological innovation, industry collaboration, and sustainable growth, Haymond leverages his legal expertise to advance the fintech and virtual asset landscape. His dedication ensures effective contributions to the sector's development within the Cayman Islands financial services market.
Proudly Caymanian, Haymond is deeply connected to the Cayman Islands and has witnessed its remarkable evolution. This fuels his dedication to community initiatives promoting the local fintech ecosystem, reflecting his commitment to the social and economic development of the Cayman Islands.
Haymond holds a degree with honors from the University of Tampa and later earned his Graduate Diploma in Law from the University of Law. He qualified as an attorney at Harney Westwood & Riegels law firm in 2018.
Jane is Head of Special Events at Cayman Finance.
With over 30 years of experience in leadership, management, and organizing incentive travel programs, meetings, and conferences, Jane has worked with some of the largest companies in the United States. Her expertise spans managing programs ranging from over 600 participants to intricate high-end experiences for small groups.
Jane was the Executive Director of the Cayman Islands Tourism Association (CITA) and responsible for their largest fundraising event, Taste of Cayman. She was also the Deputy Director of Tourism, International Marketing and Promotions, for the Cayman Islands Department of Tourism (CIDOT) overseeing the United States, United Kingdom and Canada offices, and the Director of InvestCayman, an investment promotion agency for the Cayman Islands Government.
Jane is actively engaged in working with our members on both local and international events and activations that provide value, education and success to our members, clients, and people. The goal being to connect our financial services industry and our community while making a positive impact on our people and economy.
Born and raised in Jamaica and educated in the United Kingdon, Jane is proudly Caymanian and has resided in the Cayman Islands for over 19 years.
Jane has worked in our community in many leadership roles including owning her own luxury yacht charter company. She is passionate about safe and sustainable motoring and President of the Cayman Motoring Federation and one of the only female drag racers in the Cayman Islands.
Job Titles:
- CEO, Cayman National Corporation
Janet's career comprises decades of senior level banking experience, having held senior positions with CIBC, Barclays Bank, and Deutsche Bank (Cayman) Limited, serving at the latter for 11 years as Chief Country Officer prior to her appointment as President of Cayman National Bank Ltd. in April 2019, and then as Chief Executive Officer of Cayman National Corporation in January 2023.
In her earlier years, Ms Hislop was employed by the Cayman Islands Government as a Genetics Counselor/Medical Social Worker and later as a Training Manager.
Ms. Hislop holds a BSc Hons in Financial Services from the University of Manchester, United Kingdom; and a BSc Hons in Molecular Biology and Genetics from the University of Guelph, Canada. She also has several professional qualifications; among these are TEP, CAMS, and ACIB, and she also successfully completed The Canadian Securities Course.
Job Titles:
- Partner and Wealth & Asset Management Sector Leader for EY in the Bahamas, Bermuda, BVI and Cayman Islands
Jeff is Country Managing Partner at EY Cayman Ltd. and Sector Leader for Wealth & Asset Management for the EY Region of the Bahamas, Bermuda, British Virgin Islands and Cayman Islands. He has over 20 years of experience with the EY organization, the majority of which have been in the Cayman Islands office.
Jeff's career has been focused in the financial markets area, serving asset managers, hedge funds and private equity funds. His clients encompass start-ups to global multibillion-dollar hedge fund complexes.
Jeff graduated with a Bachelor of Science, Accountancy, from Babson College. He is a Member of the American Institute of Certified Public Accountants, the Massachusetts Institute and New York State Society of Certified Public Accountants.
Job Titles:
- Member Engagement Associate
Jennifer Steinberg holds the many-faceted position of Member Engagement Associate at Cayman Finance.
Jennifer has extensive experience in market research, business development, product management, and marketing & communications which has been gained through numerous positions in organisations ranging from publicly-traded companies, tech startups, one of Canada's largest single-industry associations, and Dart.
Jennifer is focused on building Cayman Finance's member base, introducing new benefits, and ensuring members derive the most value from their memberships.
Originally from Canada, Jennifer has lived in the Cayman Islands for over 6 years. She holds a Bachelor of Arts in Economics from McGill University and an MBA from the University of Ottawa.
Job Titles:
- Managing Partner
- Global Managing Partner, Maples Group
- Member of the Cayman Islands Legal Practitioners Association
Jonathan Green is the Global Managing Partner of Maples and Calder, the Maples Group's law firm. He advises on all aspects of investment funds, specialising in private equity and hedge fund formation and has extensive experience in corporate, partnership and trust structures, establishing and operating fund platforms, advising on fund regulatory matters, structuring downstream transactions and advising funds on matters arising throughout their life cycle.
Jonathan joined the Maples Group in 2003 and was elected as a partner in 2007. He previously worked for Latham & Watkins, London and for Simmons & Simmons in London and the United Arab Emirates. Jonathan has been recommended in Legal 500, Chambers and Partners and Who's Who Legal.
Jonathan is a member of the Cayman Islands Legal Practitioners Association and the chairman of the legislative sub-committee that developed the Limited Liability Companies Law, 2016 and he has been at the very centre of helping the Cayman Islands government draft the law and successfully launch the Cayman Islands LLC in July 2016.
Job Titles:
- Managing Director, Cayman Management Ltd
JS de Jager is the Managing Director of Cayman Management Ltd.. Cayman Management, regulated by the Cayman Islands Monetary Authority, has been providing company management services from the Cayman Islands since 1974 and in addition to company management, Cayman Management is able to provide, through a number of its associated companies, specialised services in a number of areas including the provision of independent directors for funds, investment managers, virtual asset companies, captive insurance / reinsurance companies corporate secretarial and private office services, captive insurance management, shipping and yacht registration and assistance with local property management.
JS is a dual Cayman Islands (naturalized) and South African citizen and holds a Bachelors Degree in Accounting from the University of the Free State, South Africa. He has a broad professional and commercial accounting, advisory and governance background, having worked as an accounting and corporate governance professional in both general practice and industry in South Africa from 2002 to 2007 and in the Cayman Islands with Cayman Management since 2007. JS currently hold a number of Independent Directorships of funds, financial technology holding and service companies as well as investment management companies and captive insurance / reinsurance companies. He is a member of the Cayman Islands Directors Association, the South African Institute of Professional Accountants, the Cayman Islands Institute of Professional Accountants and the Recovery and Insolvency Specialists Association of Cayman, in recent years sitting also as an Executive Committee member of the Insurance Managers Association of Cayman, the representative body for the Cayman Islands captive insurance industry. His outside interests include golf, tennis, cricket and rugby, being a past member of the Cayman Islands National Rugby team, and he is actively involved in a number of local charitable organisations and other non-profit research organisations, including volunteering as Treasurer of as well as advisor to the board of the Central Caribbean Marine Institute.
Job Titles:
- Vice President
- Area Vice President and Country Head
- Area Vice President, Personal Banking & Country Head, RBC
As Area Vice President and Country Head, Khadene takes full responsibility for the Cayman market, steering it into its next phase of growth, focusing on strengthening relationships with the Government, regulatory bodies, and the community.
Job Titles:
- Partner and Head of Cayman Islands Corporate Department, Conyers
- Partner and Head of the Cayman Islands Corporate
Matthew Stocker is a Partner and Head of the Cayman Islands Corporate practice. Matthew joined Conyers in 2013, prior to which he was a partner in another leading Cayman firm. He has over 20 years of legal experience including 15 years as a Cayman Islands attorney.
Matthew has a broad corporate and finance practice and has significant experience in most areas of offshore transactional work with a particular focus on investment funds and structured finance.
Melissa Lim is based in Walkers' Cayman Islands office as a partner in the Global Investment Funds Group. She has extensive experience in a broad range of investment fund structures including private equity funds, hedge funds, technology and venture capital funds, cryptocurrency funds and unit trusts. Melissa regularly acts for leading investment banks, investment managers, private equity houses and corporate trustees, advising on the structuring and formation of funds, their downstream transactions and exit mechanisms. Her practice involves advising on mergers and acquisitions, joint ventures, preference share issues, corporate restructurings and other corporate transactions, and FinTech transactions. She also advises on finance transactions (in particular, capital commitment subscription financing and LBO financing) and related issues of security creation and perfection.
Michael is responsible for content generation for Cayman Finance's website, newsletters and general media, as well as public relations.
Michael has more than 20 years' experience as a financial journalist.
He is the former business editor of the Cayman Compass and former editor of offshore finance magazine Cayman Financial Review.
Michael started his career as a media analyst and corporate communications consultant in Germany, the US and the UK. Before moving to the Cayman Islands in 2008, he wrote for a British corporate finance publication and managed his own public relations business in the UK and Germany.
Michael received an MA in Political Science and International Law from the University of Bonn in Germany.
Job Titles:
- Managing Director for Butterfield Bank ( Cayman ) Limited
- Managing Director, Butterfield Bank ( Cayman )
Michael McWatt is the Managing Director for Butterfield Bank (Cayman) Limited with responsibility for the Group's Cayman operations and is a member of the Butterfield Group Executive Committee. He is a career banker with more than 30 years' experience in Canada, Bermuda and Cayman. He joined Butterfield in 1999 and was previously Group Chief Credit Officer in Bermuda and Executive Vice President and Deputy Managing Director in Cayman. He previously held positions in Corporate Banking and Risk Management in Canada. Michael holds a BA in Economics from McMaster University, an Honours Commerce Degree from University of Windsor and is a graduate of the Executive Program from the Ivey School of Business at Western University. He is a Director and past president of the Cayman Islands Bankers' Association.
Job Titles:
- Partner at Mourant
- Partner, Mourant Ozannes ( Cayman ) LLP
Peter is a Partner at Mourant and previously headed up the Litigation Practice and managed the Cayman office. He now focuses his time on the litigation and insolvency practice. He has over 28 years' experience in financial services litigation, including over 15 years in the Cayman Islands. He has dealt with many of the largest and most complex cases to be in litigated in the Cayman Islands during that time, at all levels of the Cayman Islands' court system (Grand Court, Cayman Islands' Court of Appeal and Privy Council).
Samantha is the Associate Director responsible for Funds and Capital Markets at Cayman Finance. With over 16 years of experience in client-facing and strategic roles, her career encompasses a broad range of sector knowledge across financial services, legal, real estate and luxury goods. Her multi-faceted expertise and global perspective significantly enhances her ability to navigate complex market dynamics and drive strategic initiatives.
Prior to joining Cayman Finance, Samantha spent 8 years in Hong Kong working for multinational organisations. Most recently, with Ernst & Young HK, playing a key role in account management, driving business growth and forging key client relationships across the Asia-Pacific for the firm's top-tier banking clients including Citigroup and HSBC.
Samantha is dual certified as a US Certified Public Accountant (CPA) and a Project Management Professional (PMP). She also holds a Bachelors of Science in Accounting from Elon University (USA) and Masters of Science in Sustainability from Hult International Business School (USA).
Proudly Caymanian, Samantha is also the country's most decorated golfer, having represented the Cayman Islands National Team in over 25 countries around the world, is a two-time Island Games medalist, and Caribbean Amateur Golf Championships title holder, among other accolades.
Steve McIntosh is the CEO of Cayman Finance.
Originally from Scotland, Steve is proudly Caymanian with an extensive career in financial services which led to his appointment as CEO of Cayman Finance in September 2022.
Steve began his career with global accounting firm KPMG in the United Kingdom before relocating to the Cayman Islands in 2001.
In 2004 he founded financial services recruitment specialist CML, later co-founding spin-offs Nova and "Connect". In 2020 Steve founded CareerPoint.com, a tech enabled start-up offering virtual coaching for early and mid-career professionals.
Steve is a fellow chartered accountant (ICAEW), has a BA from the University of Strathclyde, and an MBA from the University of Oxford.
Tishan Conolly (nee Crowe), serves as Operations Associate at Cayman Finance.
With over 12 years of experience in operations across private and public sectors, Tishan manages office functions, accounting, and provides administrative support. She founded her business, Conolly Concierge & Consulting, in 2019.
An advocate for education, Tishan's 10-year post-tertiary studies span University College of the Cayman Islands, Johnson & Wales University, and the University of Liverpool. Despite juggling studies and multiple jobs, she excelled, earning 8 scholarships, consecutive Dean's List placements, and various awards during her Bachelor's in Management studies, including Alpha Beta Kappa National Honor Society, ‘Special Honors and Rewards Program' (SHARP), Award Ceremony Student Speaker, and was later recognised by the Cayman Islands Government as a ‘Proud of Them' recipient for being the top graduate in her University Graduating Class of 2016.
Born and raised in the Cayman Islands, Tishan aligns with Cayman Finance's commitment to supporting the Cayman community. She held a board seat (2020-2022) and was a Rotaract Blue member (2019-2022). Tishan volunteered with Literacy is for Everyone (2017-2020), and due to the challenges posed by the COVID-19 pandemic, she had to cease her volunteering with LIFE. Tishan continues to support community initiatives through her business.