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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Tom Davis joined Centana in 2017 as a principal on the investment team. Prior to Centana, Tom spent nine years at General Atlantic, a leading global growth equity investment firm with $20 billion in assets under management, where he focused on investments in the financial services sector.
Nik Schuurmans is the founder of Pure Portfolios in Portland, Oregon.
Douglass is a trusted adviser to affluent private clients and family offices nationwide. Through his substantial experience in all areas of the tax law, he counsels clients on practical, comprehensive, tax-efficient solutions to their wealth management needs. He devotes a substantial portion of his practice to estate planning, wealth transfers, succession planning for closely held businesses, and matters relating to family offices and private trust companies.
Levy Leatherman is a labor and employment and health care litigation associate in Baker Donelson's Nashville office.
Bender’s practice focuses on the representation of high net worth individuals, closely held businesses, and financial institutions with respect to a variety of tax, estate planning, trust and estate administration, and general business matters.
Rohman represents and advises private businesses and their owners on matters relating to acquisitions, sales, joint ventures, recapitalizations and reorganizations, federal and state income tax controversies, and general tax and business planning.
Sapoznik is president and CEO of Sapoznik Insurance.
Craig Clay is president of global capital markets at Donnelley Financial Solutions, a company that provides solutions to help companies better in compliance with rules and regulations.
Daniel Kim, CPA, is co-founder and co-CEO of the cloud audit management solutions company, AuditBoard. He was formerly global head of audit for two multibillion-dollar public companies and has over 15 years of audit, risk, compliance and SOX program consulting with hundreds of pre-IPO and public companies.
Carl Herberger is vice president of security at Radware, an information security firm.
