Banco Popular de Puerto Rico

Michael Alexander is the president of Broadridge's wealth management and global managed service business.

David P. Meyer is the current president of PIABA and the managing principal of the law firm MeyerWilson.

Jerry Quinn is COO of the American Armed Forces Mutual Aid Association.

Todd Resnick is co-Founder and president at One Seven.

Crystal Cooper Mathis is the director of marketing and communications at SignatureFD

Michael Lieberman is a partner at Advisors Capital Management, a wealth management firm based out of New Jersey.

Eden Lopez, Managing Director – Financial Advisor, RBC Wealth Management – US, has 25 years of asset management experience. She builds tailored portfolios to address the sophisticated financial requirements of the team’s client base of entrepreneurs, corporate executives, entertainment industry professionals, foundations and institutions. 

Amanda Kerley is the Head of HR Strategy and Culture at Dynasty Financial Partners. She has over 15 years of experience in the wealth management industry, starting her career at US Trust/Bank of America before becoming a founding member of Dynasty Financial Partners. Throughout her tenure at Dynasty, she has designed multiple Human Resource programs, helped build the community pillar as well as the internal RIA, and curated various client experiences.

James M. Brower Jr., CPA, is a partner and State and Local Tax Leader at Marks Paneth LLP.

Ida Liu is the head of Citi Private Bank, North America.