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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Nathan Wallace is a founding principal wealth manager at Savvy Wealth, a digital-first platform for financial advisors that's centered on modernizing human financial advice.
May 9 - May 10
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Christine Simone is the CEO & co-founder of Caribou, a software solution for the finance industry to include health care costs and plan optimization for financial plans.
May 23 -
David Wieland is the founder and CEO of
Realized , a real estate wealthtech firm that provides investment property wealth management for investors.March 29 - May 25
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Steven Ryder is the Chief Strategy Officer of
Visory , which provides cybersecurity, IT management and hosting solutions to RIAs and other wealth managers, accounting firms and other businesses.May 30 -
Jason Hemsley is a wealth advisor at Gratus Capital and has been providing custom wealth and business succession plans for over 15 years. Before working at Gratus Capital, he was a senior wealth planning strategist at Wells Fargo Private Bank.
June 13 - June 22
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