About Levant Securities
Levant Securities is a boutique investment advisory and broker-dealer offering proactive wealth management strategies, practical planning tools and expert professional advice.
Headquartered in Nassau, Bahamas, Levant Securities, through our subsidiary Ergus Asset Management Ltd., has held an Investment Advisor license from the US Securities & Exchange Commission since February 2013.
Bespoke Strategies
Levant customises investment and wealth management strategies to the needs of each client, aligned with their investment objectives, risk tolerance & time horizons.
Our Team
Levant directors and officers bring decades of professional experience and a proven track record for delivering results.
DIRECTOR
Anthony Ferguson
CFA, MCSI, CFWA
Mr. Ferguson is President and Founder of Levant Securities and President of Colina Financial Advisors Ltd. (CFAL). He has more than 34 years of experience in the investment industry.
DIRECTOR
Antoine Bastian
B.Sc., CPA
Mr. Bastian earned a B.Sc. in Accounting from Indiana University and qualified as a Certified Public Accountant in 1993. He began his accounting career with Deloitte and Touche in 1990 where he worked as consultant and auditor
CHIEF FINANCIAL OFFICER
Karen Forbes
ACCA, MBA, CertSF
Ms. Forbes has over 25 years of experience in the accounting profession. She holds two Masters Degrees, (an MBA and a Masters in Finance) and is certified in Sustainability Reporting for Finance, under the United Nations and the International Sustainability Standards Board Framework. She is an ACCA member.
HEAD OF COMPLIANCE
Prescott Adderley
ICA, CCI, CIFP
Mr. Adderley graduated with an LLB, Hons from the university of Newcastle Upon Tyne. He is called to the New York state bar and is ICA certified. He has 10+ years of experience working in compliance.
SR. INVESTMENT MANAGER
Angelo Butler
CFA, MBA
Mr. Butler is a Chartered Financial Analyst
holder with more than ten years of experience in the financial services sector. He completed a Bachelor of Business Administration & Master of Business Administration in Finance at The University of The Bahamas and Beijing Normal University, respectively.