Banco Popular de Puerto Rico
Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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Stacy Miller is a partner, vice president and wealth advisor for Bright Investments in Tampa, Florida. She also served as the chief operations officer and chief financial officer for a national nonprofit honoring the service and sacrifice of the American military.
Stacy has over 25 years of diverse professional experience leading and advising organizations through strategic, operational and financial success.
February 13 - February 16
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Carl Richards is the chief brand officer at Elements, a software company for advisors, and the author of the former "Sketch Guy" column in The New York Times.
February 17 -
John Shrewsbury is co-owner of GenWealth Financial Advisors in Little Rock, Arkansas. With over 20 years of experience in the industry and an RICP® designation, he leads one of the largest independent financial advisor firms in the state of Arkansas.
September 8 -
James Jack is the Executive Director and Head of the Business Owners Client Segment at UBS.
September 22 -
Perry Green is chief financial officer and a senior wealth strategist at Waddell & Associates. He has worked extensively with owners of closely held businesses and executives of large corporations assisting with tax planning, transition planning and stock option planning as well as with gift, estate and retirement planning.
November 1 -
Andy Watts is the vice president of Investment Solutions for Avantax Wealth Management. He and his team focus on curating solutions that Avantax Financial professionals can use to help clients pursue their goals.
December 6 -
Eric Sontag is president and chief operating officer at Wealthspire. He manages the firm's general business practices and processes and of the firm's Executive and Investment committees and is a member. He also leads technology, operations and investments functions while helping to shape the overall strategic direction of the firm.
August 17 -
Joe Maier is senior vice president and director of wealth strategy at Johnson Financial Group.
August 17 -
Dana L. Wilson is the founder and CEO of CHIP (Changing How Individuals Prosper), a financial services marketplace connecting individuals and small businesses to financial professionals of color.
August 30
