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The recruit joined the bank’s private wealth management division after 14 years with the wirehouse.

There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.

Danni Santana was associate editor of Digital Insurance.

Kaitlyn Mattson (she/they) is the managing editor of Digital Insurance. Kaitlyn covers a variety of topics related to insurance including risk, climate change, and talent and retention.

Previous career stops have included a two-year stint as a news reporter for The Journal for the American Veterinary Medical Association and an associate editor position at Crain Communications. Kaitlyn has a postgraduate degree from City University London and a BA from Columbia College Chicago.

Kaitlyn lives in Illinois.

David Weldon is the editor-in-chief of Information Management.

Eric Larson is senior director of Creating IT Futures' signature initiative, IT Futures Labs, which develops innovative non-profit programs to help women, ethnic minorities, and unemployed or under-employed individuals obtain careers in the IT sector.

Finhabits is billed as the industry's first bilingual digital platform.

With an additional $9 million in backing, the online firm's CEO and co-founder Chris Costello says the goal is to grow to 50,000 clients by the end of the year.