Why We Started FigTree
Meet Danny & Christopher
We spent years inside traditional financial institutions. We saw what didn’t work, over and over again. Capable people and good intentions were undermined by outdated systems, product pushing, and a one-size-fits-all approach. Caribbean families with complex, cross-border lives were handed generic solutions that ignored the real, messy realities they were dealing with.
Our vision was simple: build something deeply personal that solved real problems.
We wanted to create a firm where advisors are empowered to deliver unbiased advice, and where investments, estate planning, tax considerations, and family dynamics are treated as part of the same picture. A place where entrepreneurial thinking is encouraged, decisions can be made quickly and independently, and the depth of service matches the trust families place in us.
That meant committing to real independence. Sitting across the table with nothing to sell but good advice, and a business built around flexibility and problem solving.
Yes, investment performance matters, and we take it seriously. But our clients need more. They need a single point of contact with full oversight across their financial lives.
From two founders to four offices and counting, FigTree has grown into something we’re deeply grateful of. We now have offices in Barbados, Trinidad, Cayman, and Miami, and a team of 23 young, dynamic problem solvers.
It’s been one hell of a journey so far, shaped by hard lessons and constant learning. But our mission hasn’t changed. We’re here to support families who need a true partner, not a product pusher.
And we’re only getting started.
Your Partners in Wealth
Daniel Farmer
Founder & Executive Chairman
Daniel Farmer has more than 20 years of experience in banking, wealth structuring, and investment management. Prior to founding FigTree in 2016, he held senior board-level roles at CIBC, overseeing banking operations across the Caribbean from his base in Barbados. A graduate of the University of Central Florida, Daniel works closely with families and business owners navigating complex financial decisions with a focus on thoughtful structuring and long-term wealth preservation.
Christopher Gregory, CAIA
Founder & CEO/CIO
Christopher Gregory is Co-Founder and Chief Executive Officer of FigTree, where he oversees the firm’s operations, investment philosophy, and client experience across all markets it serves. He specializes in wealth management and investment strategy for high-net-worth clients and brings more than 15 years of experience, including senior leadership roles with two of the Caribbean’s largest financial institutions in the Cayman Islands.
Charles King, CFA
Lead Advisor – Barbados
Charles is the Chief Investment Officer and Lead Advisor for FigTree Barbados, bringing more than 12 years of experience across risk management, investment management, and capital markets. He leads the firm’s investment approach, designing portfolio and risk frameworks and helping translate complex financial challenges into clear, practical strategies for individuals and families seeking long-term financial clarity and stability.
Christiane Salloum Clarke
Lead Advisor, Trinidad
Christiane Salloum Clarke is a Wealth Manager and Lead Advisor at FigTree Financial (T&T) Ltd., working closely with high-net-worth individuals and families to develop tailored wealth strategies aligned with their financial objectives and family priorities. Known for her thoughtful, relationship-driven approach, she helps clients navigate complex planning decisions while also supporting FigTree’s continued growth in Trinidad and Tobago.
Michael O’Connor, CFA
Lead Advisor, Cayman Islands
Michael O’Connor is the Lead Advisor for FigTree Financial (Cayman) Ltd., with more than 12 years of investment experience across Ireland and the Cayman Islands. He has held roles in both family office and institutional environments and now advises high-net-worth individuals and families on investment management, cross-border structuring, and tax-aware wealth planning designed to adapt across markets and life stages.
Kurt Tucker
Lead Insurance Advisor, Florida
Kurtis Tucker serves as Lead Advisor for Miami at FigTree Financial, where he oversees the firm’s insurance operations and works closely with clients on life insurance and long-term care planning. Based in Miami, he leads a dedicated team focused on helping individuals and families protect their wealth, manage risk, and plan confidently for the future through insurance strategies aligned with broader financial and legacy goals.
Mark Schmidt
Director of Marketing and Sales
Stephanie Mo
Manger of Business Development
Kurt Tucker
Lead Insurance Advisor, Florida
Kurt Tucker
Lead Insurance Advisor, Florida
Kurt Tucker
Lead Insurance Advisor, Florida
Christiane Salloum Clarke
Lead Advisor, Trinidad/span>
Michael O’Connor
Lead Advisor, Cayman Islands
Kurt Tucker
Lead Insurance Advisor, Florida
Kurt Tucker
Lead Insurance Advisor, Florida
Kurt Tucker
Lead Insurance Advisor, Florida
Christiane Salloum Clarke
Lead Advisor, Trinidad/span>
Michael O’Connor
Lead Advisor, Cayman Islands
Kurt Tucker
Lead Insurance Advisor, Florida
Kurt Tucker
Lead Insurance Advisor, Florida
Our Values
FAMILY
FigTree warmly welcomes you to join our esteemed family. As your trusted advisors, we are dedicated to nurturing your financial well-being and ensuring lasting comfort and prosperity for future generations.
LISTENING
We take the time to understand your unique circumstances and listen to your concerns and aspirations, laying the foundation for a bespoke financial strategy that meets your needs.
COMMITMENT
Our commitment to you transcends any pursuit of short-term gains. We take pride in building long-lasting relationships that span generations with our young and dynamic team committed to treating your family with the utmost respect and care in the knowledge that you are the driving force behind our thriving enterprise.
TRUST
When you join FigTree, you become a part of our esteemed family. We treat our clients as family, with trust at the epicentre of everything that we do. We listen more than we talk and get under the skin of your business and asset base so that you can confidently turn to us for unwavering support and expert guidance any time you need.
INTEGRITY
Transparency and honesty are at the forefront of everything we do. Our team doesn’t create strategies that collect dust on a shelf. We set measurable, visible goals that you can track and see come to life. We are fearless in challenging the status quo, having the tough conversations, and working alongside you to secure the best possible results.
INNOVATION
We are a team of young, dynamic innovators and pride ourselves on being independent and forward thinking. If it isn’t working, we’re not afraid to slow down and learn, before speeding up and implementing change. Our team are tapped into the ever-evolving financial landscape and by embracing cutting-edge tech, we don’t keep up, we set the pace.
Need truly independent advice?
Email us: info@figtreegroup.com
Call us: +1-246-537-7800
Request a Call Back
Request a Call Back
Barbados
Top Floor, FigTree Place,
Wildey Road, St. Michael
+1-246-537-7800
Trinidad & Tobago
3rd Floor, Albion Plaza
Victoria Avenue, Port of Spain
+1-246-537-7800
Cayman Islands
Suite 130, Windward 1,
Regatta Office Building,
Grand Cayman
+1-246-537-7800
Florida
9100 S Dadeland Boulevard,
Dadeland, Ste 1500,
Miami, FL 33156
© 2026 FigTree Financial – Trusted Wealth & Business Advisory.
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