Banco Popular de Puerto Rico

Wendy Hanson has over 14 years experience in coaching and business consulting. She works with managers and teams to develop strategy, successful execution and leadership. Client companies include Google, Aol, MapQuest, Patch and Verizon.\nWendy founded Corley Hanson Associates, Inc. in 1999, a WBENC certified company. She is co-author of “The Sassy Ladies’ Toolkit for Start-Up Businesses” and the host of a radio show, Business Innovators, on Blog Talk Radio.\nWendy has a Masters in Organization and Management from Antioch New England Graduate School. She has been a CEO of a non-profit organization, has held several leadership positions within the human service and education field. \nWendy is a member of the National Speakers Association. She lives in Oakland, CA.\n

Kate Moore is a Global Equity Strategist at BofA Merrill Lynch Global Research. Before joining BofA Merrill Lynch, Moore was an Emerging Markets Strategist at Moore Capital Management, a macro hedge fund in New York. Before joining Moore Capital in 2007, Moore was a member of the Investment Strategy and Economics team at Morgan Stanley Investment Management. Prior to graduate school, Moore was a consultant for leveraged\nbuyout portfolios.\nMoore is known for her analysis in identifying top-down investment themes with a special\nfocus on resource sectors and financials within emerging markets; she has a profound knowledge of China and Russia and deep understanding of Brazil, Korea and South Africa. Her particular areas of focus include energy, infrastructure, agriculture, shipping, metals & mining and banks. Her work at Moore Capital also included analysis of economic issues in both developed and emerging markets with a special focus on identifying holes in consensus models and forecasts. \nMoore’s thesis at graduate school focused on China and Guanxi Networks as an alternative to\nthe Embedded Autonomy Model.\nMoore earned a B.A. from the University of Virginia in Political and Social Thought and a M.A. from the University of Chicago in Political Economy.

For nearly two decades, Lisa M. Rossi has empowered her clients by helping them to make smart\nchoices about money so they may achieve their goals and keep fulfilling their dreams. An avid\nsports enthusiast all her life, Lisa is a competitor, not only for herself but for her clients. Lisa's\nclient base primarily includes retirees, small business owners, and corporate executives to whom\nshe brings a broad comprehensive perspective on wealth management guidance.\nBased on lifelong experience, Lisa is keenly aware of the need among small business owners\nfor advice beyond the scope of investment planning. Lisa's family owns a closely held family\nbusiness as does her husband, her brother-in-law and other family members. She has positioned\nherself as an expert in helping small businesses address strategic issues that are critical for their\nlong-term success and is frequently quoted in industry publications and business journals. Asking the right questions is the first step to\nmaximizing their profits on the sale or transfer of a business. Often asked by her clients "What is my business worth?", she suggests the\nquestion be re-phrased to "What can I get for my business?"\nIn addition to her entrepreneurial experience, Lisa was also a top executive at a large corporation for over a decade. As such, she recognizes\nthe importance of understanding and maximizing company benefits and compensation plans. Employees are more responsible today than\never for financing their own retirement and Lisa advocates for her clients to integrate these company plans with their own personal\nstrategies for financial security and to create sustainable lifetime income.\nOver the last 18 years, Lisa has worked with clients from large corporations such as IBM, GE, Pfizer, KPMG, MasterCard and Starwood\nHotels to name a few. She finds that, regardless the company a client works for, they all have the same fears and need to be more prepared\nfinancially and emotionally for the "Retirement Red Zone," the five years before and the five years after ending a lifelong career. By\naddressing these fears, setting realistic expectations and helping manage retirement spending, Lisa has watched many of her clients enjoy\ntheir "golden years" with dignity and confidence.\nLisa's passion for her profession and champion spirit has ranked her in the top 5% of financial advisors and in the top 1 % of women advisors\nboth at JP Morgan Chase nationally and at her current broker dealer, NPC of America. Additionally, she has earned numerous industry\n120 White Plains Road, Suite 112\nTarrytown, NY 10591\nPhone: 914.468.8914\nFax: 914.468.8901\nEmail: lrossi@lexcowealth.com\nNY MAIN OFFICE\n2 Sound View Drive, 1st Floor\nGreenwich, CT 06830\nPhone: 203.622.4910\nFax: 203.622.0321\nGREENWICH, CT\nawards and was most recently honored as a 2009 FIVE STAR: Best in Client Satisfaction Wealth Manager by her clients and\nsubscribers of Westchester Magazine in Westchester County, New York.*\nIn 2005, armed with her CFP designation, Lisa became an independent financial advisor to play a bigger hands-on role in her clients' lives.\nWith her entrepreneurial spirit and newfound objectivity (something that may not be available anymore at large institutions), Lisa focuses on\npersonal service and old fashioned relationship planning instead of product driven marketing.\nLisa holds a BA in Finance as well as NASD licenses series 7, 65, 24 (Securities Principal) and 63 and NYS Life\/Health\/Variable Annuity\ninsurance licenses. She also spends a significant amount of time attending educational conferences and executive education programs at the\nUniversity of Pennsylvania's world-renowned Wharton School of Business in an effort to continue her strive for excellence in her field.\nLisa lives in northern Westchester with her husband and two children. She enjoys golf, running, reading and spending time with family\nand friends. However, along with her competitive nature, there is a charitable side. She serves in her local community as the Fundraising\nChair for a woman's club dedicated to community service and is also on the executive board of the Pajama Program, a not-for-profit\nchildren's organization that provides new, warm pajamas and books to children in need in the U.S. and around the world.\n*Award is based on a client survey conducted by an independent third party. The opinions of clients who responded to the survey may not be\nrepresentative of the experience of other clients. The FIVE STAR award is not based on investment performance nor is it an indication of future\nperformance. Clients were not paid to participate in this survey.

Cheryl Nash is President for Investment Services at Fiserv, the leading global provider of financial services technology solutions. Cheryl is responsible for driving the strategic vision and direction of the industry leading technology solutions offered by Fiserv, which serve the wealth management industry.   \nCheryl has over 25 years of experience working in the wealth management industry and has been instrumental in the development of multiple strategy portfolios, more commonly known today as unified managed accounts (UMAs). \nIn her current position, Cheryl is now the driving force behind the Investment Services Single Platform strategy, which comprises many initiatives that will result in: an integrated front-middle-back wealth management solution; a single managed-account platform; an aggregated view of client assets and liabilities to support goals-based wealth management; and a heightened focus on supporting the financial advisor with  a digital advice offering to complement the service they deliver, increase their effectiveness, improve the investor experience and grow assets under management.\nCheryl played significant roles in the acquisitions of Upstream Technologies and AdviceAmerica, providing Fiserv clients with an integrated trading environment and financial advice and planning technology, respectively. \nCheryl is a recipient of the Money Management Institute’s (MMI) prestigious Pioneer Award for contributions, which embody MMI’s mission to serve as an advocate and catalyst for growth in the managed accounts and wealth management industry. Cheryl is on the Board of Directors for the AdviceAmerica business at Fiserv. Cheryl sits on the MMI Leadership Advisory Council and is on the Board of Trustees for the MMI Gateway to Leadership Diversity program.

Sharon Oberlander is a Managing Director-Investments and Wealth Management Advisor of The Oberlander Group with Merrill Lynch in Chicago. Her areas of expertise include retirement planning, asset management and investments and wealth transfer.\nSharon has more than 30 years of extensive experience in the field of Banking and Wealth Management for high-net-worth clients. She served three years on Merrill Lynch's Advisory Council to Management and served on the Merrill Lynch Trust Company Non-Profit Council in 2008.\nShe has earned several prestigious professional distinctions, including Barron’s America’s Top 100 Brokers 2003 through 2005, Barron's Top 100 Women Financial Advisors 2006 through 2010, Barron's Top 1,000 Advisers 2009 and 2010, Registered Rep annual Outstanding Broker Award 2006, and Chicago Magazine’s Top 50 Financial Advisors in 2008.\nIn addition to these honors, she serves as a media spokesperson for Merrill Lynch and has appeared in numerous outlets including Barron’s, Chicago Tribune, CLTV, Chicago Magazine, Pioneer Press community newspapers, Today’s Chicago Woman and NorthShore magazine, discussing tips and trends in personal finance.\nSharon also plays an active role in the Chicago community through her involvement in The Executive’s Club of Chicago Women’s Leadership co-chair, the University of Chicago Medical Research Board, and several cultural and arts organizations.\nA graduate of the University of Manitoba in Winnipeg, Canada, Sharon and her husband reside in Northbrook, Ill., and have two adult children.

Mary Ann Bartels is Head of Technical & Market Analysis at BofA Merrill Lynch Global Research. She brings over 20 years of investment experience to this role and is well known by clients and business partners for developing various proprietary models for equity pairs trading and for her sector, industry and stock selection. Ms. Bartels is also known for her extensive work on Hedge Funds. She is the lead analyst on research publications such as Market Analysis Comment, Hedge Fund Monitor and Monthly Chart Portfolio of Global Markets. \nMs. Bartels rejoined Merrill Lynch in 1999 working with the European Quantitative Strategy Team and became head of Global Equity Trading Research Strategy in 2001. Prior to rejoining Merrill Lynch, Ms. Bartels held portfolio manager positions at Batterymarch in Boston and Avatar\/Zweig Associates in New York. \nFor four consecutive years, Ms. Bartels has been voted to the Institutional Investor All-American Research team and was awarded second place in 2008 and 2009. She appears on CNBC and Bloomberg and is often quoted in various publications including the Wall Street Journal, Financial Times and Barron’s. \nMs. Bartels earned a Bachelor of Science and Master of Arts degrees in Economics from Fordham University. \n