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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    Ron Wyden is a Democratic Senator from Oregon.

    September 11
  • John Gunn is chief marketing officer at OneSpan.

    September 12
  • Sarah Halzack is a retail columnist at Bloomberg.

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  • Charles McLucas jr. of Charitable Trust Administrators

    Charles J. McLucas Jr., CPA, PFS, AEP, is president of Charitable Trust Administrators, Inc., in Tustin, Calif.

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  • Eric Centana

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  • Tom Davis

    Tom Davis joined Centana in 2017 as a principal on the investment team. Prior to Centana, Tom spent nine years at General Atlantic, a leading global growth equity investment firm with $20 billion in assets under management, where he focused on investments in the financial services sector.

    September 14
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    Nik Schuurmans is the founder of Pure Portfolios in Portland, Oregon.

    September 14
  • Douglass is a trusted adviser to affluent private clients and family offices nationwide. Through his substantial experience in all areas of the tax law, he counsels clients on practical, comprehensive, tax-efficient solutions to their wealth management needs. He devotes a substantial portion of his practice to estate planning, wealth transfers, succession planning for closely held businesses, and matters relating to family offices and private trust companies.

    September 14
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    Levy Leatherman is a labor and employment and health care litigation associate in Baker Donelson's Nashville office.

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  • Bender’s practice focuses on the representation of high net worth individuals, closely held businesses, and financial institutions with respect to a variety of tax, estate planning, trust and estate administration, and general business matters.

    September 14