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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James Barnash, CFP, has run his own advisory firm and taught courses on financial planning at DePaul University and William Rainey Harper Community College. He is a consultant for the personal finance company SmartAsset.
Wolf Ruzicka is chairman of EastBank Technologies. He has been a leader in the technology industry for more than two decades. Since joining EastBanc Technologies in 2007, originally as CEO, he has overseen the organic growth of the company taking it from 35 employees to over 150.
Having spent almost 20 years working with lower middle-market companies, Joe Burkhart started his career in investment execution before coming onto Saratoga Investment Corp.
Philip Palaveev is the founder of The Ensemble Practice, which advises independent RIAs and their service providers. He is the author of “The Ensemble Practice” and “G2.”
Vicki Huff is global innovation leader at PwC. She leads PwC’s U.S. and Global New Business & Innovation, a unit formed to innovate and expand PwC’s offerings that build trust in society and solve important problems. Previously, Vicki led PwC’s global technology, infocomm, entertainment and media industry.
Chris Colotti is field chief technology officer at Tintri.
Carrie Steffen is a founding shareholder and president of The Whetstone Group Inc., which provides growth consulting services to CPA firms and other professional service firms. She has nearly 25 years of CPA firm marketing experience, and serves as president of the CPA Consultants' Alliance as well as on the board of the Association for Accounting Marketing. Before joining Whetstone, she was an in-house marketing director at RSM McGladrey.
Gerry Blass is president and CEO of ComplyAssistant, which provides software and service solutions with a focus on cybersecurity and compliance frameworks and regulations.
Paul Albright is executive vice president of OutSource ATM.
Laurie Sharp-Page is the owner of Flourish Psychotherapy, a Cincinnati-based practice that specializes in both in-clinic and walk-and-talk therapy.
