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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Mark Kowalsky is a partner at business law firm Jaffe, Raitt, Heuer & Weiss, P.C. in Southfield, Michigan. He leads the Firm’s Litigation & Dispute Resolution practice group, and works closely with the Securities Litigation & Enforcement Defense practice group.
February 19 -
Jackie C. Klaber is a Managing Director and the Head of Opportunistic Investing at Rockefeller Capital Management, responsible for sourcing and structuring differentiated alternative investment opportunities for the firm’s clients. She previously worked at Goldman Sachs and Citigroup. She holds a JD/MBA from Yale Law School and Yale School of Management, a master's degree from Columbia University, and a bachelor's degree from Yale College.
March 7 -
Bill Parsons is the Group President, Data & Analytics, and International for Envestnet | Yodlee. In this role Bill is responsible for crafting and executing overall ENV Analytics Product and Sales Strategy. Over the course of his nearly 12 years with the company, Bill has also held the roles of Chief Customer Officer of Yodlee Financial Services, and has been responsible for Global Field Operations.
March 14 -
Dean Mioli is the director of investment planning for Independent Advisor Solutions by SEI.
October 30 -
Charles Lemonides is founder and CIO of ValueWorks LLC, a NYC-based hedge fund.
November 4 -
John Mathews is head of Ultra High Net Worth and Private Wealth Management Americas at UBS Global Wealth Management.
December 3 -
Samantha S. Lau was named Co-Chief Investment Officer of Small and SMID Cap Growth Equities in October 2014. Previously, she was a portfolio manager/analyst responsible for research and portfolio management for the technology sector of AB’s Small and SMID Cap Growth strategies. Lau currently co-chairs the Women’s Leadership Council at AB.
February 10 -
Vijay Khetarpal is president and chief executive officer of Integrity Financial Group, located in Tyson's Corner, Virginia.
February 24 -
Ayesha leads the District Capital Group at RBC Wealth Management in the Washington, D.C. complex, with 25 years of experience in the wealth management industry.
RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.March 7 -
