Robert F. Madden, JD, CPA, CA, TEP
Robert Madden is the General Manager 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 the Toronto office of Thorsteinssons LLP and previously was Executive Vice-President with Valley Vista Investments Ltd., a family office based in Toronto.
Robert is admitted to the Ontario Bar, is a member of STEP and also is a Chartered Accountant. Robert studied law at the University of Toronto and received his Commerce degree from Queen’s University.
A member of the Executive Committee of the Cayman Islands Bankers Association, Robert has authored papers for the Society of Trust and Estate Practitioners (STEP) and the Canadian Tax Foundation. He is a former editor on the Ontario Bar Association tax section executive and has been a speaker at STEP and other estate planning seminars.
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.
Barbara Conolly, NP, TEP
Barbara Conolly is the Manager of Fiduciary Services at Alexandria Bancorp Limited in Grand Cayman. With over 30 years of experience in the legal and offshore financial services industry, Barbara provides dedicated trustee and corporate administration services to Alexandria’s private clients. Barbara is a licensed Notary Public. She also holds a Diploma in Banking from the University College of the Cayman Islands, and has earned several industry distinctions including her Foundation Banking Certificate, Certificate in Offshore Administration and is a member of the Society of Trust and Estate Practitioners.
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 an Administrative Professional with 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 is currently completing 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.
Barbara A. O’Gorman
Barbara is based in Barbados and serves as the General Manager for Alexandria Trust Corporation.
Barbara has had extensive experience in international business, as an entrepreneur in high tech and as a service provider in the international business sector in Barbados.
Her practice in International Business was built over a period of 20 years primarily through referrals and included Canadian public companies as well as small and medium sized entities. Her business has been highly regarded for the high level of professional attention she and her team brought to their clients. Her team has now joined with Alexandria Trust Corporation.
Barbara holds a Masters Degree from Carleton University in Ottawa, Canada and she has had over 25 years of experience in international business.
A Canadian by birth, she speaks, Polish, French and Russian.
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.