Banco Popular de Puerto Rico

Ms. Katz is an Associate Professor in the Department of Personal Financial Planning at Texas Tech University, in Lubbock, Texas. She is also a founding partner of Evensky & Katz, a wealth management firm, located in Coral Gables, Florida. She is an internationally recognized financial advisor and practice management expert and the author of seven books on financial planning and practice management topic. She writes a regular column for Financial Planning magazine called, “Profitable Practice.”\nIn 2010, Ms. Katz was named as Investment Advisor’s “Thirty-Thirty,” honoring thirty people who over the past thirty years have significantly contributed to the advancement of the planning profession. She was one of the first advisors named as Financial Planning magazine’s “Movers and Shakers” for 2001and 2008, as well as one of Accounting Today’s Top Ten Names to Know in Financial Planning, in 2001 and 2002. She has consistently been on the Investment Advisor’s Most Influential People in the Industry.\nMs. Katz is a past member of the National Board of Directors of the Financial Planning Association, is past member of the Board of Trustees for the Foundation for Financial Planning, and for 2009-10 served as an advisor to the Comptroller of the State of Texas on their college funding plans. In 2009, Ms. Katz testified before the Senate Committee on Aging regarding “Boomer Bust: Securing Retirement in a Volatile Economy.”

Marie A. Moore has spent more than 25 years in the financial services industry. She is currently a Family Wealth Director, Senior Portfolio Management Director and an Executive Director of Wealth Management at Morgan Stanley. Her team and business focuses on providing financial expertise in every aspect of family, estate and business planning. Prior to joining the firm, she spent several years with Texas Instruments where she held various positions including: manager of mergers, acquisitions and divestitures; General Accounting manager of E&CC division; and worldwide consolidations accountant.\nMarie holds the following degrees and certifications: Columbia University, Certified Portfolio Manager; Northwestern University-Kellogg GSM, Mergers and Acquisitions certification; University of Dallas, MBA; University of Texas at Arlington, BBA.

As Chief Media Officer, Shenan leads the digital media group for Morpheus Media, a CREATETHE GROUP company. A world-renowned digital strategy and media expert, Shenan co-founded Morpheus Media in 2001 and subsequently joined CREATETHE GROUP when the company merged with Morpheus in June 2011. Within a few short years, Morpheus Media emerged as one of the top digital marketing and media firms for luxury and premium brands such as Bergdorf Goodman, The New York Times, Dior, LVMH, Marc Jacobs, Donna Karan, DKNY, Hennessy and The Economist, among many\nothers. An accomplished thought leader, Shenan is active on the speaking circuit and is regularly quoted in Women’s Wear Daily, The Business of Fashion, Luxury Daily, The New York Times and Fortune Magazine. \nShenan started her career in consumer-packaged goods at Bristol Myers-Squibb and Spectra Marketing. She brings a wealth of traditional marketing experience to CTG as her grounding in offline consumer marketing enable us to inject client campaigns with critical consumer behavioral and data analysis, all key ingredients for successful online marketing initiatives. This enables her to lead complex branding, registration, acquisition and conversion-based online media campaigns on behalf of our clients. \nFurthermore, her rich experience in CPG client service, deep understanding of analytics and online media management have yielded impressive digital campaigns for a diverse and impressive roster of clients such as David Yurman, Fendi and Louis Vuitton, among others.