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.
- November 9
- October 12
- October 12
- January 9
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Lisa Walsh is the senior vice president, investments, LJW Wealth Management of Raymond James.
For nearly 30 years, she has practiced a holistic approach to personalized planning that addresses the financial complexities inherent in the lives of high net worth individuals and families. She is based in Buffalo, New York.
January 3 - January 10
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Chris Stanley is the Founding Principal of Beach Street Legal LLC, a law practice and compliance consultancy whose sole purpose is to help entrepreneurial investment advisors and financial planners succeed. He strives to provide simple, practical counsel to those in the fiduciary community and to keep that community ahead of the regulatory curve.
March 13 - March 9
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Jim Besaw is principal and chief investment officer for GenTrust, responsible for oversight, selection and management of all investment-related activity across the firm's strategies and portfolios, as well as the development of all new investment strategies at GenTrust. He co-founded GenTrust in 2011.
March 15 -
Nathan Kotler is head of trading for GenTrust, responsible for the management and oversight of the firm's multi-asset trading operations. He works closely with the CIO and asset class heads to implement bespoke investment management solutions for clients across all major asset classes, including exchange traded products, fixed income, futures and derivatives.
March 15
