Banco Popular de Puerto Rico

Beata Kirr is the co-head of Investment Strategies for Bernstein Private Wealth Management, and a member of the Private Wealth Executive Leadership Team. In this role, Beata co-oversees the development and evolution of clients’ strategic allocation advice and Bernstein’s investment platform, ensuring innovation and customization meet the diverse and evolving needs of clients.

Nicole G. Iannarone is an Assistant Professor of Law at Drexel University Thomas R. Kline School of Law.

James Fritz is chief information security officer at NFP. Prior to this role, he helped migrate companies to the cloud, as well as for the U.S. Army, where he conducted defensive cyberspace operations. He holds a bachelor's degree in mathematics from the United States Military Academy and earned an MBA from Syracuse University.

Zachary Conway is the founder and CEO of NYC-based Seeds Investor, a software platform for financial advisors to assess and understand investors' values and needs and automatically deliver personalized portfolios and reporting.

Mark Elzweig is a New York-based executive recruiter who specializes in placing financial advisors at wirehouses, regional and independent brokers and registered investment advisory firms.

Yousef Abushanab is an ESG Analyst in RBC Global Asset Management's Corporate Governance and Responsible Investment group. Prior to joining RBC GAM in 2017, he worked for a global ESG research and ratings institution in Amsterdam, where he conducted research on governance practices of publicly listed companies and assisted with ratings analysis.

Allen T. Bond, CFA, is a managing director, head of research and portfolio manager at Jensen Investment Management. He joined the firm in 2007 and is responsible for coordinating fundamental research conducted across the investment teams. Additionally, he maintains his portfolio management and analyst responsibilities.  

Melanie Schnoll Begun is managing director, Head of Family Office Resources Field Engagement and president of Morgan Stanley GIFT, the firm's Global Community Foundation. Family Office Resources (FOR) provides specialized services to financial advisors and ultrahigh net worth clients across a broad range of family wealth management issues.

Chip Castille is the founder and CEO of Lasso, a financial advice and wealth app. Previously, he was managing director and Global Retirement Strategist for BlackRock, where he was responsible for the development, product management and distribution of BlackRock's U.S. retirement strategies and services.

Patrick Noonan is Advisor360°'s product manager for wealth management and insurance, responsible for guiding the development of the company's tools that help advisors facilitate the financial planning process and work more efficiently. Prior to joining Advisor360°, he was a financial advisor with Merrill Lynch and Janney Montgomery Scott, and an advanced planning consultant at Commonwealth Financial Network.