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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Talia Pierluissi is the director of wealth management at Aspiriant. Follow her on Twitter at @aspiriantnews
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Andrew Kostic is team leader of the North America speed desk at Bloomberg News.
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J.R. Robinson is the owner and founder of
Financial Planning Hawaii a nd a co-founder of client-facing software makerNest Egg Guru .June 16 -
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Diane Manuel, CFP, is a financial advisor with Urban Wealth Management in El Segundo, California.
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Chuck Cooper is the managing partner of Lee's Summit, Missouri-based StrongBox Wealth, an independent RIA on the Dynasty Financial Partners platform.
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Chip Munn is the CEO and a Senior Wealth Advisor at
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Erik Setterlind is the senior vice president of investment management at Kalos Financial.
September 29
