Banco Popular de Puerto Rico

Dr. Wendel is a behavioral social scientist who studies financial behavior, and how digital products can help individuals manage their money more effectively. He serves as Head of Behavioral Science at Morningstar, a leading provider of independent investment research, where he leads a team of behavioral scientists and practitioners to conduct original research on saving and investment behavior. Stephen has authored two books on applied behavioral economics, Designing for Behavior Change and Improving Employee Benefits, and founded the non-profit Action Design Network, educating the public on how to apply behavioral research to product development.  He has two wonderful kids, who don’t care about behavioral science at all. 

Jasnik Parmar is co-founder and vice president of Entry Point Advisor Network in Brighton, Mich.

 \nKristian Hammond is Narrative Science's Chief Scientist and co-founder, as well as a professor of Computer Science and Journalism at Northwestern University. Prior to joining the faculty at Northwestern, Kris founded the University of Chicago’s Artificial Intelligence Laboratory. His research has been primarily focused on artificial intelligence, machine-generated content and context-driven information systems. Kris currently sits on a United Nations policy committee run by the United Nations Institute for Disarmament Research (UNIDIR). Kris received his PhD from Yale.\n

Sharon Liebowitz is the co-founder and CEO of Meritam, the pioneer in high performance, low cost investment strategies designed specifically for nonprofit reserves and endowments. The platform brings FinTech to the nonprofit sector to give organizations a fair deal, avoiding conflicts of interest and allowing nonprofits more time and money for their missions. Prior to Meritam, Sharon was at JPMorgan Chase for 10 years, where she built trading systems, and other global banks, including UBS and Deutsche Bank.  Sharon earned an BA with honors from Harvard University, and a MArch from Columbia University. She’s a committed volunteer and currently serves on the board of directors of the Center for Architecture, the Columbia University Alumni Association, and is a Columbia University Senator. \n 

During his career spanning more than thirty (30) years, Mr. Cortright has been both a co-owner and managing member of numerous financial services businesses. Prior to founding DriveWealth, Mr. Cortright served as a partner in Tachyon Capital Management, LLC, a Delaware limited liability company. He was also a co-founder of TAB Networks, Inc., a Delaware corporation, and served as Co-Chief Executive Officer from October 2009 until July 2012. In 2001 he co-founded FX Solutions, LLC, a foreign currency trading business, and served as Co-Chief Executive Officer until May 2009. FX Solutions was named to the Inc. 500 list of fast growing private companies for three consecutive years for having achieved average three-year-trailing revenue growth rates of 1,571%, 744% and 612% for 2005, 2006 and 2007, respectively. In 2007 Francisco Partners, a private equity firm based in San Francisco, CA, invested $156 million in FX Solutions, based on a $255 million enterprise valuation. Mr. Cortright was also co-founder of Financial Labs LLC, a high frequency principal trading business that achieved profitability within 12 months of launch, and was purchased by Bank of America in 2006 at an enterprise value of $43 million. In total, FX Solutions and Financial Labs created approximately $300 million in shareholder value on $4.3 million of aggregate invested capital.\nEarlier in his career, Mr. Cortright served in a variety of high-level positions at prominent Wall Street firms, including Credit Suisse A.G., First Chicago Advisory Group, and Merrill Lynch. In recognition of his success as co-founder of FX Solutions, in 2009 Mr. Cortright was named co-winner of the 2009 Ernst & Young Entrepreneur of the Year award in New Jersey.\nMr. Cortright received a B.A. in Biochemistry and an M.B.A. from Lehigh University. He holds FINRA\/NFA Series 3, 7, 24, 34 and 63 licenses.

By trade Wayne’s a Software Engineer (University of Waterloo) and Grapevine6 is his 2nd startup. Wayne and his team of Co-founders (actually engineering college buddies) sold their first startup in 2008 and over the course of building two software companies they've learned a thing or two about connecting with customers. In fact Wayne turned into the “client relationship guy” during the first venture and his experience being an engineer and having to learn to build client relationships was a struggle that most entrepreneurs face in building their own businesses. Nowhere is that challenge more pronounced today than in the wealth sector. In this category, not only is there the ever-present challenge of building rapport and winning customers, but there is also a sea change in the form of a generational transfer of wealth to younger clients that perceive the value of advisors differently and consume wealth products or services differently than their predecessors. Grapevine6 is a technology platform that was inspired to address these challenges by using artificial intelligence across 6000 publishers to find uniquely relevant content for both marketing departments and financial advisors to publish to their audiences. But distribution also benefits because the platform also surfaces HNW\/UHNW prospects by tracking money in motion events disclosed in the public media. In short it's HNW lead gen and utility driven content marketing all done compliantly on a phone in fewer than 10 swipes a week.\nBefore Co-founding Grapevine6 Wayne was previously CTO-Managing Director for Cundari Inc formerly Co-founder of Rich Internet Group (acquired by Cundari). He’s an avid fisherman, an outdoors enthusiast and more recently, a running junkie.

Tim is the business lead for Citi Private Bank’s business transformation initiatives focusing on digitization and innovation. Using ever changing client behaviors and expectations as the catalyst, Tim is coordinating the combination of new processes, new data and new technologies for Citi Private Bank.\nTim joined Citi Private Bank in 2010 as Global Head of Client Management, based in London. In this role he worked with the Global COO, as well as Regional and Global management teams to developing strategies and initiatives to best serve the Ultra High Net Worth market, strengthen client relationships, and ensure target market discipline.\nTim joined Citi in 2000 as Head of Business Analysis for the European Investment Bank, before taking on a broader client strategy role across Investment Banking. In 2006 he moved to Hong Kong to lead the Global Banking Client Strategy team in Asia Pac. Tim returned to London to lead the Corporate and Investment Bank client strategy effort across EMEA during the financial crisis.\nPrior to joining Citi, Tim was a Practice Knowledge Specialist and member of the Financial Services Practice at AT Kearney, and a Researcher at Deutsche Bank.\nTim holds a BA (Hons) degree in Economics from Kingston University and is married with one daughter. He is also a keen cyclist, who has participated in charity fund raising rides in both UK and Europe.

Mitchell H. Caplan is CEO of Jefferson National, now operating as Nationwide’s advisory solutions business.

Bob Oros is executive vice president and head of the registered investment adviser (RIA) segment for Fidelity Clearing & Custody Solutions, a unit of Fidelity Institutional.