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.
-
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 -
-
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 -
September 12 -
Whitfield Athey is CEO of Delta Data, a solutions provider to mutual fund back-office operations.
October 8 -
-
Daniel Wiener is chairman of Adviser Investments in Newton, Massachusetts. Follow him on Twitter at @DPWienerAdviser.
October 2
