Charlene Lewis-Small Cfa, Cpa

Charlene Lewis-Small, CFA, CPA, MBA, serves as the Lead Investment Officer at IDB Invest, where responsibilities include overseeing a portfolio focused on energy and infrastructure transactions in Central America and the Caribbean, leading client and transaction teams, and managing risk through analysis and compliance. Prior experience includes a directorial role at KPMG's Deal Advisory, where Charlene managed various advisory engagements, focusing on advisory services in real estate, hospitality, and public sector projects. Additional experience encompasses roles at KPMG and Citi, where Charlene developed financial models and managed investment banking relationships. Charlene holds an MBA in Finance and Global Business from The University of Texas at Austin, a Bachelor's Degree in Financial and Economic Studies from Western University, and an Associate's Degree in Banking and French from the University of The Bahamas.