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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Andrea Feirstein is the founder of
AKF Consulting Group , a leading municipal and strategic advisor to public administrators of state-run investment plans, including 529, ABLE and state-run retirement programs.April 25 -
Sharon R. Bilar is a trusts & estates attorney in private practice in New York City.
April 27 -
James Katz is the founder and CEO of
Humankind Investments . He is an experienced quantitative equity analyst and data scientist, having worked as an analyst at Vanguard prior to founding Humankind, and holds a PhD from Stanford University's Graduate School of Business.May 2 -
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Whitney E. Solcher, CFA, is CIO of
Ulrich Investment Consultants , a wealth management firm that serves a range of clientele including high-net-worth individuals and intergenerational families, public and private foundations and endowments, Native American governments and related entities, ERISA covered plans, and Taft–Hartley plans.May 6 -
John Ulrich, CFP, is CEO of
Ulrich Investment Consultants , a wealth management firm that serves a range of clientele including high-net-worth individuals and intergenerational families, public and private foundations and endowments, Native American governments and related entities, ERISA covered plans, and Taft–Hartley plans.May 6 -
Kevin J. Armstrong is the General Counsel and Chief Legal Officer of
Docupace .May 9 -
Michelle joined Global X in 2018 as a Portfolio Strategist for the Model Portfolio team. She contributes to investment management, due diligence, portfolio administration and research. She holds a CFA.
May 18 - May 10
