Chief Wealth Management Officer
Chief Wealth Management Officer
Bruce Jackson joined Clarien Bank in June 2019 in the role of Chief Wealth Management Officer, responsible for Private Banking, Trust and Clarien Investment Management. He holds an Honors Bachelor degree in Business Administration from the Richard Ivey School of Business at the University of Western Ontario (HBA). He holds a Chartered Financial Analyst (CFA) designation.
Bruce began his 33-year-career as an Equity Analyst, and has always viewed research as a core competency. After fifteen years as an institutional investment banker, he formed an investment management firm to create discretionary energy portfolios for Global Family Office, high net worth, mutual fund and institutional clients. Throughout his career, Bruce has advised pension, union, First Nation, corporate, government and not-for-profit clients, and led a global Fintech company in the asset management industry.
Your Asset Management Team
Jennifer joined Clarien in October 2020, as Senior Vice President, Head of Trust and Family office. As Head of Trust and Family Office, Jennifer plays an integral role in the strategic development of Clarien Wealth Management with a focus on ultra-high net worth and Family Office clients under the direction of the Chief Wealth Management Officer.
Prior to joining Clarien, Jennifer was Chief Financial and Administration Officer for a Private Company in Bermuda. Previously, she held the post of Senior Manager at Arthur Morris and Company Limited specializing in providing accounting, fiduciary, compliance and corporate services to a broad range of clients, including trusts and investment companies. Jennifer moved from Canada to Bermuda in 1998 with Deloitte progressing to the position of Senior Manager and taking a lead role on many of the offices trust, corporate and accounting services clients.
Jennifer has been involved in Bermuda’s trust industry for over 20 years. In all her prior roles, Jennifer has worked closely with ultra-high net worth clients and their financial, tax and legal advisors as well as with bankers and investment advisors.
Jennifer is a Chartered Professional Accountant from Canada (CPA, CA) along with a Trust Estate Practitioner (TEP). She holds a Bachelors degree in Accounting with Great Distinction from University of Saskatchewan in Canada. She is also a member of the Institute of Directors.
Mr. DaPonte is a CFA charter holder and obtained an MBA from the Richard Ivey School of Business at the University of Western Ontario. Prior to joining Clarien, Miguel was SVP Investments and Pensions at BF&M Group. He was responsible for the asset allocation and manager selection of the balance sheet assets of the firm and headed the company’s defined contribution pension business. Prior to BF&M he was Assistant Vice President at Scottish Re Group Ltd. where he monitored and advised on investment portfolios totaling over $12 billion.
The formative years of his career were spent at Bermuda Investment Advisory Service as a Senior Investment Analyst where he managed global equities and fixed income portfolios.
Judy is focused on development and execution of investment strategies for private client portfolios and institutional investors. Prior to joining Clarien, Judy was Portfolio Manager for PRP Performa Ltd., where she provided customised investment solutions for captive insurance companies and institutional investors.
Previously, Judy was a Manager of Market Strategy at Saint-Gobain China, a subsidiary of the French Fortune 500 company. She earned an MBA in international business from the University of Birmingham, UK and a BSc in economics from Hubei University, China. She holds the Chartered Financial Analyst designation.
Alistair is a member of Clarien’s Investment Management Group. He supports the investment managers in all aspects of portfolio management. Alistair conducts research and monitors equity and fixed income positions and contributes to third-party manager selection. He supports senior team members, participates in group sales efforts and develops client communications.
Prior to joining CIL, Alistair was an Investment Coordinator at BIAS Ltd., an offshore fund management company in Cayman. Previously, he was a Derivatives Analyst with RBC in Toronto.
Dajon joined Clarien’s Investment Management Group in July 2020. He reports to the Head of Investment Strategy and supports all aspects of portfolio management. Dajon contributes to research and monitoring of equity and fixed income positions, as well as third-party manager selection. He supports senior team members and participates in group sales efforts with presentations and development of client communications.
Prior to joining CIL, Dajon was a Junior Analyst Trainee at Wafra Financial & Management Services in Bermuda.
Your Private Banking Team
AVP, Senior Private Banker
Cyril Simmons brings close to 20 years of specialised expertise to Clarien Private Wealth, including a broad range of senior banking roles in Global Asset and Investment Management. He began his career with Bank of Bermuda (now HSBC) in 1999 and worked in various divisions within the bank including Credit Risk Management and Investor Relations. He spent six years within the Business Development team at HSBC Global Asset Management, where he supported the Corporate Banking division with institutional sales of global investment solutions. He joined the Corporate Banking division in 2010 and eventually became the Head of the Captive and Insurance Banking team. In 2015, he joined Clarien’s Private Wealth division as a Senior Private Banker. Cyril holds a BA (Hons) in philosophy from Morehouse College, Atlanta.
AVP, Senior Private Banker
Born and raised in Bermuda, Nancy Stevens holds a Bachelor’s degree in Commerce from Mount Alison University, Canada. She joined Clarien after working in a relationship management role with a local private bank. Meeting the requirements of a discerning universe of high net worth individuals, private trusts and companies, Nancy offers a solid academic breadth to the team and a dedication to the delivery of stellar client service. She passed her Series 7 designation and STEP Foundation in 2009 and CAMS in 2017, and is presently pursuing the CFP designation.
AVP, Senior Private Banker
With over 20 years working as both a domestic and international banker, Andrew joins Clarien Bank with a reputation that precedes him.
Having spent much time fine-tuning his skillset, Andrew’s expertise and experience include time spent in Capital Markets, Commercial Banking, and Retail Banking. Having worked in the Bermuda banking industry for over 10 years, Andrew expanded his experience internationally as he made his way to Canada in 2014 to take on cash management sales for the Bank of Montreal. During his 7-year tenure in Canada, Andrew engaged in cross-border banking, selling to U.S. Fortune 500 companies, and has had the pleasure of leading a team of sales professionals as Managing Director & Regional Team Leader for Ontario and Atlantic Canada (Diversified Markets and national mandates within the Public and Cannabis sectors).
Over his long career, Andrew has been recognized by several reputable organizations for his achievements in strategic planning, business development, relationship building.
Rachel Mackenzie brings over eight years of financial services expertise to Clarien Private Wealth, including a broad range of roles spanning life insurance, investments, corporate finance and banking.
Rachel joined Clarien in December 2020 to manage BSX listing services before moving into a role as a Private Banker. As a Private Banker, Rachel plays an integral role in servicing the needs of high net-worth clients both in Bermuda and internationally.
In 2017, Rachel moved from Vancouver to Bermuda to work as a Financial Advisor for LOM Financial Ltd. In all her previous roles, she has developed relationships with retail, trust and institutional investors.
She passed her Canadian Securities designation in 2018, is a CFA Level II exam candidate, and holds a BA from Western University.
Mark Darko joined Clarien Bank with London-based experience, primarily in Asset Management. He holds a BA (Hons) degree in Business Management from Westminster University, UK. Following a 10-year career in banking, Mark relocated to Bermuda with his family, working within the Risk Solutions sector at the Bermuda Business Development Agency (BDA). His focus was specifically on captive insurance, healthcare, cyber and the ILS market. He was also the committee secretary for the Bermuda Captive Conference from 2016-2017.