Robert F. Madden JD, CPA, CA, TEP
Robert Madden is the Managing Director of Alexandria Bancorp Limited and oversees Alexandria’s operations in Barbados and Grand Cayman. Robert provides personalized trust and global investment management services to high net worth families and their advisors. Prior to joining Alexandria Robert specialized in tax law with Thorsteinssons LLP and previously was Executive Vice-President of a family office based in Toronto and a Senior Accountant with KPMG.
A member of the Executive Committee of the Cayman Islands Bankers Association, Robert is admitted to the Ontario Bar, a member of the Society of Trust and Estate Practitioners (STEP) and also is a Chartered Accountant. Robert has authored papers for STEP and the Canadian Tax Foundation. He is a former co-editor on the OBA tax section executive and a speaker at STEP and other estate planning seminars. Robert studied law at the University of Toronto and received his Commerce degree from Queen’s University.
Rajesh Bavalia, CA
Rajesh Bavalia is a Private Banking Associate with Alexandria Bancorp’s Cayman Office. Rajesh is responsible for daily management of client banking as well as advising private clients on their financial needs over the short, medium and longer terms.
Rajesh has a Bachelor of Arts in Accounting & Finance from Newcastle University, England and in 2011 qualified as a Chartered Accountant as a member of the Institute of Chartered Accountants Scotland.
Rajesh trained with KPMG in their Financial Services Audit team based in Edinburgh specializing in funds, investment trusts and private equity. After qualifying as a CA, Rajesh moved to KPMG’s Advisory team also based in Edinburgh which included a secondment to Lloyds Banking Group where he assisted in the Bank’s corporate real estate team’s business support unit.
Rajesh is originally from Northern Ireland and left the UK in the summer of 2013 when he joined Alexandria Bancorp Limited.
Debbie McDonald LLB, TEP, AMLCA
Debbie McDonald is the General Manager of Alexandria Trust Corporation based in Barbados and oversees its operations locally. Debbie is an Honors Graduate of the University of the West Indies and an Attorney-at-Law with extensive experience in private practice and the financial services sector. Debbie is certified as a Trust and Estate Practitioner by the Society of Trust and Estate Practitioners (STEP) in International Trust Management and she is qualified as an Anti-money Laundering Certified Associate with the Florida International Bankers Association.
Debbie is an active member of the Barbados Bar Association and serves as Director and Public Relations Officer of the Barbados Association of Compliance Professionals.
Adriana De Oliveira, LL.M., TEP
In her role as Private Banker, Adriana De Oliveira manages a portfolio of complex international estate structures based in Cayman and Barbados, including personal trusts, purpose trusts and private trust companies. With over ten years of experience in the trust industry, Adriana assists clients with the establishment and administration of their estate structures.
Adriana previously worked for a leading Swiss-based trust company based in Zurich where she was the LatAm Team Head. She has also worked in the British Virgin Islands and with RBC in Cayman before joining Alexandria Bancorp in 2015.
Adriana holds a Bachelor of Laws degree from Catholic University of Sao Paulo and, in 2004, earned her LL.M. in International Business Law at the University of Zurich.
Adriana is a member of the Brazilian Bar Association and of STEP and is fluent in English, Spanish, German and Portuguese.
Gayle Gilbert, CA
Gayle Gilbert is an Investment Accountant with Alexandria’s Cayman office. Gayle is responsible for the NAV calculation and accounting for The Alexandria Fund. She is a Fellow of the Institute of Chartered Accountants of England and Wales and holds a BA (Hons) degree in Economics from the University of Newcastle Upon Tyne, UK.
Prior to joining Alexandria Bancorp Limited Gayle was the financial controller of a small private bank and trust company in the Cayman Islands. She was also head of financial control of UBS Fund Services (Cayman) Ltd and worked as an auditor and risk advisory accountant for KPMG in Cayman, Leeds and Newcastle Upon Tyne. She has more than 12 years experience in the financial services industry and has lived and worked in Cayman since 2003.
Derrick Harper, TEP, CPA, CA
Derrick Harper is the Chief Financial Officer of Alexandria Bancorp Limited and Group Chief Financial Officer for our offshore operation. He is responsible for the offshore group’s financial controls, financial reporting, capital oversight and banking operations. He also oversees Alexandria’s annual budgeting and financial planning processes.
Derrick has over 28 years of experience in accounting and 18 years in the offshore financial industry. He is a Chartered Professional Accountant and Trust Estate Practitioners, and is a member of both the Chartered Professional Accountants of Canada and the Society of Trust and Estate Practitioners. He received a Bachelor of Commerce with distinction from St Mary’s University, Canada majoring in finance and economics.
Lisa M. Jones, CPS, CAP
Lisa Jones is the Trust & Corporate Services Administrative Executive of Alexandria Trust Corporation in Barbados. She has over ten years of experience as an administrative professional and is responsible for coordinating and preparing for board meetings and annual general meetings. She also prepares corporate secretarial documentation and carries out various administrative services for Alexandria’s clients.
Prior to joining Alexandria, Lisa was an Office Manager and Personal Assistant to a Managing Director in the area of project and property management. She also carried out valuations of primarily high end properties with a subsidiary of one of the leading real estate companies in Barbados.
Lisa holds a BSc degree in Management with a concentration in Marketing at the University of the West Indies. She is a Certified Professional Secretary and a Certified Administrative Professional.
Tharien Meyer, CA(SA)
Tharien Meyer is an Investment Accountant with Alexandria’s Cayman office. Tharien provides a personalized, hands-on service to Alexandria’s investment and fiduciary private clients. She holds an Honors degree in Accounting and graduated from the Nelson Mandela Metropolitan University in South Africa. Originally from South Africa, Tharien moved to the Cayman Islands in 2012.
Prior to joining Alexandria, Tharien was an Assurance Senior with PricewaterhouseCoopers Cayman office, where she specialized in the audits of hedge funds for over two years. Before moving to Cayman, Tharien worked in the PwC Port Elizabeth office for three years where she earned her CA(SA) designation.
Kari Toppin, FCCA, MBA
Kari Toppin is the Trust & Corporate Services Officer of Alexandria Trust Corporation and primarily is responsible for managing client accounting and financial reporting. Kari is an Honors Graduate of the University of the West Indies with a Bachelor’s Degree in Accounting and is qualified as a Professional Accountant of the Association of Chartered Certified Accountants and holds an MBA (Finance) from Edinburgh Napier University. Kari has extensive accounting experience in the financial services industry and spent three years working in the Cayman Islands with Rothstein Kass and Deloitte & Touche.
Dayra Triana-Munroe, NP
Dayra Triana-Munroe is the Assistant Manager of Fund Services and is Alexandria Bancorp’s longest serving employee. With over fifteen years working in fiduciary and financial services, Dayra is responsible for overseeing the day-to-day administration of The Alexandria Fund.
Dayra earned her Bachelor of Science (Accounting & Computer Science) from Oakwood College and her Associates Degree from the International College of the Cayman Islands. Dayra has also received a Certificate of Banking from the Cayman Islands Bankers Association.
Dayra is a Notary Public for the Cayman Islands and is fluent in English and Spanish.
Juan Yearwood, FCCA, CA
Juan Yearwood is the Senior Accountant for Alexandria Trust Corporation responsible for financial and regulatory reporting for the trust company along with oversight of a portfolio of client financial reporting.
Her in depth experience in the international sector makes her a valuable member of the Client Service Team. Juan’s career in financial services includes progressive experience in finance, audit and banking.
Juan holds a bachelor’s degree in Accounts and Economics (Hons) from the University of the West Indies and also the Canadian FICB designation from the Institute of Canadian Bankers. Mrs. Yearwood is a Fellow Chartered Certified Accountant.