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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Mitali Prasad, portfolio manager & research analyst at Trillium Asset Management; Edward Allen, managing director and head of ESG & climate client coverage at Americas, MSCI
June 30 -
Nicole Cope, head of advisors at Ally Wealth; Jeff Scafer, CEO and co-founder at CommonGood Capital
June 30 -
Jennifer Wing, SVP, head of asset management at GeoWealth; Rod Sayegh, managing director, head of digital strategy & programs at Fiduciary Trust Company International; Samantha Russell, chief evangelist at FMG.
June 29 -
Carolyn Kim Allwin, head of ESG at Capco; Aubre Clemens, global head of sustainable research at JP Morgan; Amantia Muhedini, sustainable investing strategist at UBS; Roseliny Genao, vice president, investing with impact/D&I analyst, Global Investment Manager Analysis at Morgan Stanley
June 30 -
A look at her passion for increasing diversity in the industry, and wealthtech trends on the horizon.
June 29 -
A fireside chat with Julia Carreon, MD at Citi Global Wealth.
June 29 -
Join Riskalyze CEO Aaron Klein as he highlights how advisors can redefine the client experience, identify ways to highlight strengths and opportunities in their firm while negating weaknesses and threats, and use technology to elevate financial advice to a better future.
June 29 -
Chip Castille, CEO and Founder, GoalBased Investors; Michelle Tran, SVP, Head of Enterprise Sales, Vestwell
June 29 -
Join EY-Parthenon, one of the largest global strategy consulting firms, as it discusses the future of the RIA industry with a panel of distinguished industry leaders representing some of the most prominent firms in the RIA ecosystem.
June 29 -
The wealth management industry has experienced significant consolidation over the last number of years, but will 2022's market turbulence put a pause to a multiyear record of M&A volume?
June 30
