Banco Popular de Puerto Rico
Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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Laura LaTourette, CFP (she, her, hers), is a Registered Principal for LPL Financial. Laura runs the Family Wealth Management Group, an independent practice in Dahlonega, Georgia.
June 21 -
Azish Filabi is Executive Director of The American College Center for Ethics in Financial Services, as well as Associate Professor of Ethics, at The American College of Financial Services.
July 6 -
Chelsea Hodl, CFP, provides concierge level financial planning and analysis for clients as well as partner relations with financial vendors. She has also co-authored a book on financial tips.
July 11 -
Michael Etzel is a partner in The Bridgespan Group’s Boston office. Since joining Bridgespan in 2006, Michael has focused on effectiveness across the full spectrum of financing for social impact.
July 15 -
Mariah Collins is a manager in The Bridgespan Group’s Boston office. Since joining in 2012, she has worked on a range of cases, primarily focused on impact investing, measurement and evaluation, and public health. Mariah co-leads Bridgespan’s Measurement and Evaluation area of expertise.
July 15 -
Adam Schouela is head of emerging technology at the Fidelity Center for Applied Technology (FCAT).
July 16 -
Dan Johnson is an assistant professor for the College for Financial Planning and a part-time instructor for Kaplan Professional and Boston University. He resides in Chicago, IL.
July 30 -
Paul Saganey, CFP , is the Founder and President ofIntegrated Partners , the fastest-growing financial advisor firm this year, according toSmartAsset . After holding a wide variety of financial services positions throughout his career, Mr. Saganey now personally coaches and trains advisors so they can successfully work with high-net-worth clients as he provides vision and direction for Integrated Partners’ future.August 11 -
Aoifinn Devitt plays an integral role in establishing Moneta’s long-term investment vision, philosophy and strategies. As the firm’s first female Chief Investment Officer, she aligns Moneta’s investment programs with broader firm goals while also overseeing the research, evaluation and selection of asset classes and investment vehicles.
August 24 -
Brian Hart is founder and president of Flackable, an award-winning public relations agency representing financial and professional services brands nationwide. The agency, which he bootstrapped in 2014 at the age of 27, guides growth-driven brands to new levels of credibility, authority and influence through its innovative, integrated approach to public relations. His professional recognition includes Bulldog Reporter‘s 2021 Silver PR Star Under 40, PRNEWS’ 2020 Agency Elite Top 100, Irish America Magazine’s 2019, 2018 & 2017 Business 100, PRNEWS’ 2017 Rising PR Stars 30 & Under, Lehigh Valley Business’s 2016 Forty Under 40 and Adweek’s 2015 PR Industry 30 Under 30.
In 2020, Brian developed an industry-first client portal and automated campaign status reporting system, a platform delivering unprecedented campaign clarity, transparency and accountability. He leads and mentors a growing team of top public relations talent who routinely land Flackable’s clients in top news outlets including The Wall Street Journal, CNBC, Fox Business, Bloomberg, Forbes, Barron’s, US News & World Report, The Associated Press, Reuters and various industry trade press.
Brian is a Temple University graduate with a B.A. in Strategic Communication and a Political Science minor. He began his career as a licensed life and health insurance professional at a broad-based financial services firm in King of Prussia, PA. Prior to founding Flackable, Brian represented a number of leading financial services firms at a public relations agency in New York City and New Jersey.
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