Banco Popular de Puerto Rico

Janelle Ward is a Strategic Relationship Consultant for TD Ameritrade Institutional.  Through Practice Management consulting and coaching, Janelle helps RIAs who custody at TD Ameritrade build better businesses, grow their assets, increase referrals, improve the client experience, and navigate the increasingly complex, yet powerful, technology landscape.\nJanelle joined TD Ameritrade in 2005 and has been working directly with financial advisors since 2007.\nJanelle has a degree from the University of North Texas and holds FINRA Series 7 and 66 licenses. She resides in Fort Worth and is currently focused on advisors across the east coast.

Bruce W. Fraser is a financial writer in New York. He is writing a book about the ultrawealthy.

Morgan Parkes is the Director of Business Development and Investor Relations. Prior to joining Eaglewood, Ms. Parkes worked under the CFO for ANN Inc., the parent company for Ann Taylor and LOFT stores. Before ANN Inc., Ms. Parkes worked in Equity Capital Markets Investment Banking for Barclays Capital where she worked on a variety of initial public offerings and other equity transactions including the Dunkin’ Brands and General Motors IPOs. She has also worked in the Marketing and Business Development group at Dunbar Capital, a fund of hedge funds. Ms. Parkes graduated with B.A. in Economics from Barnard College of Columbia University.

Yvonne Kanner is president and COO of Fiduciary Network.