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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David Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. He concentrates his practice on trust and estate planning and administration, representing owners of closely held businesses, family offices, principals of private equity and venture capital funds, individuals and families of significant wealth.
January 4 -
Matthew Franks is head of High Net Worth Credit at RBC Wealth Management — US. Before joining RBC, he held various leadership roles in the high net worth division of Morgan Stanley's Private Bank from, most recently as a managing director and head of the ultrahigh net worth sales team.
January 19 -
Jonathan Rogers, co-managing partner, leads the strategic growth of the Wealth Advisor Alliance and the operations of its parent RIA, Forum Financial Management. He supports financial advisors across the Wealth Advisor Alliance and Forum communities.
December 9 -
Matthew Schaller, CFA, CFP, is an advisor on the Compardo, Wienstroer, Conrad & Janes team at Moneta.
January 12 -
Kyle Brownlee is CEO and senior wealth advisor of Wymer Brownlee Financial Services, an HD Vest affiliate.
August 22 -
Phillip Mitchell, CFA, CPA, is president of
Kroon & Mitchell , an integrated tax and investment firm in Grand Rapids, Michigan. He has written for publications including Grand Rapids Business and Small Business Association of Michigan.October 3 -
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Rianka R. Dorsainvil, CFP, is co-CEO of
2050 Wealth Partners , a virtual, fee-only comprehensive financial planning firm dedicated to serving entrepreneurs, first-generation wealth builders and thriving professionals in their late 20s, 30s and 40s. Rianka also hosts2050 TrailBlazers , a podcast aimed to address the lack of diversity in the financial planning profession by engaging industry experts and leaders in conversation. Follow her on Twitter at @Rianka_D.August 27 -
September 10
