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Meet Our Team

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Alex Philips

Chairman of the Board Chief Executive Officer

Alex Philips leads a team of more than 200,000 employees dedicated to making financial lives better for people.

Alex Philips

Chief Executive Officer

Marilyn Sherry

Chief Operation and Technology Officer

Marilyn Sherry has led Global Technology and Operations, delivering end-to-end technology and operating services across the company.

Marilyn Sherry

Chief Technology Officer

Rita Melissa

Vice Chairman

As a member of the executive management team, Evelyn is responsible for the strategic positioning of Chartered Bank Invest and leads the company’s environmental and social governance .

Rita Melissa

Vice Chairman

Martin Richard

Chief Operating Officer

In this role, he is responsible for all of the businesses that serve companies and institutional investors.

Martin Richard

Chief Operating Officer

Edwin Eric

Chief Administrative Officer

Edwin leads global functions and businesses that drive responsible growth, operational excellence and the company’s customer-focused strategy.

Edwin Eric

Chief Administrative Officer

Roland Brian

Vice Chairman Chief Executive Officer CPBEU

Roland is a member of Chartered Bank Invest’s executive management and Global Banking and Markets leadership teams.He is president of the bank’s operations across the European Union.

Roland Brian

Chief Executive Officer CPBEU

Donald William

Chief Financial Officer

Donald is the chief financial officer at Chartered Bank Invest, with responsibility for the overall financial management of the company.

Donald William

Chief Financial Officer

Jefferson James

Global General Counsel

Jefferson J. is the global general counsel for Chartered Bank Invest, responsible for overseeing the company’s legal functions around the world.

Jefferson James

Global General Counsel