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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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 -
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November 21 -
November 21 -
As Head of Family and Philanthropy, Judy leads the team of senior strategists who work with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap.
December 13
