Winston Boodram- Founder
THE DRIVING FORCE behind RUBY Wealth Management is its founder, Winston Boodram his extensive experience, knowledge and expertise aquired over the last 15 years in the finacial services industry ably equips him to assist clients with the intricacies involved in investment advisory and asset management.
Winston Boodram is a former banker with more than 15 years experience in the financial services industry. Prior to establishing RUBY Wealth Management Winston has held a number of senior managerial positions including Managing Director at Altus Company Limited – a Port of Spain based Investment Advisor, Vice President/ Group Treasurer at AIC Financial Group – a Port of Spain based merchant bank, Senior Trader at RBTT Bank Limited, Port of Spain – one of the largest banking groups in the Caribbean.
He also spent 4 years at RBC Royal Bank Toronto, Canada’s largest bank. Winston holds an MBA from Edinburg Business School, Heriot Watt University. Additionally he has completed a number of industry relevant programs including the CFP (Certified Financial Planner) and Investment Funds in Canada programs.
Winston has also attended numerous financial industry related training programs in Port of Spain, Toronto, Miami, New York, London and Amsterdam. He is currently the Secretary of the IARFC (International Association of Registered Financial Consultants) Caribbean Chapter, a Founding Member of the Caribbean Financial Planning Association, a member of the Financial Planning Association (FPA) in the United States and a board member of the Bloomberg Business Week Market Advisory Board. Winston brings solid expertise and extensive training specializing in Investment Management, Asset Management, Treasury Management and Treasury Risk Management.