Banco Popular de Puerto Rico

Carla Smith CEO of CarlaSmith.Health and is a thought leader and executive strategist with exceptional healthcare knowledge, contacts and passion. With nearly 30 years in the health sector, she understands the motivations, needs, and wants of the health eco-system. Previously, she was executive vice president of HIMSS.

Jen is the President of Christopher Street Financial, a thirty-year old investment firm focused on life and wealth management for the lesbian, gay and supportive community.   In addition to developing solutions to the financial dilemmas of individuals and same-sex couples, Jen manages a team of professionals who provide tax, estate, and financial planning to the firm’s clients.\nJen began her investment career at the powerhouses of JP Morgan and then Bear Stearns where she specialized in advising institutional investors of high-yield bonds and later equities.  

Natalie Pine, CFP® is one of three owners of Briaud Financial Advisors, a financial advisory firm serving clients in Texas and across the U.S. She serves as the primary advisor to over 70 clients with roughly $200million in assets on a variety of topics including tax planning, estate planning, investing, insurance planning, and retirement planning. Before joining Briaud Financial Advisors, Natalie worked for a distressed debt hedge fund Davidson Kempner in London, England. Before joining Davidson Kempner, Natalie spent 2 years with Goldman Sachs in London working in the Mergers and Acquisitions department analyzing companies and opportunities for these companies in the debt, equity or leveraged buyout markets. Natalie has a Bachelor of Arts in Managerial Studies, Economics, and Electrical Engineering from Rice University.