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Mrs. Jeanelle C. Francis, Private Wealth Manager joined CFAL in 2010. In this capacity, she provides strategic leadership and oversight for a diverse portfolio of high-net-worth individual and institutional clients. Mrs. Francis is responsible for managing a team dedicated to delivering comprehensive private wealth solutions, encompassing local and international securities trading, custodial services, and capital markets activities. She also serves as member of the Investment Committee.
Mrs. Francis is an alumni of The University of The Bahamas and Georgia State University (J. Mack Robinson College of Business). She has earned the Chartered Financial Analyst® (CFA) and a Trust and Estate Practitioner (TEP) designations and is a member of the CFA Institute and the CFA Society of the Bahamas.