Banco Popular de Puerto Rico

Lee Barney has been the editor of Money Management Executive since 2002 and has been writing about Wall Street since 1993. Previously, at United Media’s Wall Street & Technology magazine and Risk\/Waters Information Services, she covered financial IT. For TheStreet.com, she wrote the daily “Meet the Street” column covering a broad spectrum of market-moving events.\nLee began her career as a reporter in Tokyo with The Japan Times and was executive editor of Spotlight magazine.

Bill Wreaks is Chief Executive Officer of The Gramercy Institute. Based in New York City, The Gramercy Institute is an industry think- tank focused on the intellectual needs of senior marketers from major financial firms. With over 2500 members worldwide, The Gramercy Institute is arguably the largest global network of senior financial marketers in the world.\nThe Gramercy Institute produces approximately 25 thought leadership forums and conferences in the financial services marketing space each year in Boston, Chicago, Hong Kong, London, New York, Philadelphia, San Francisco & Toronto.\nIn addition, The Gramercy Institute has produced Gramercy Financial Marketing Strategy Awards for the past twelve years. Today, this prestigious trophy is awarded to financial marketing teams in four cities around the world (London, Hong Kong, New York & San Francisco). In addition, the Gramercy Institute produces “Twenty Rising Stars in Financial Marketing” at Le Cirque in NYC each year.\nThe Gramercy Institute works with the world’s leading financial marketers, agencies and media companies providing consulting, research and analysis. Gramercy Institute has commissioned many major industry studies.\nWreaks earned an MBA in International Business from the Katz Graduate School of Business at the University of Pittsburgh. The program was conducted with classwork in the US, Prague, Paris and Milan. He earned his undergraduate degree from the School of Commerce, Economics & Politics at Washington & Lee University.\nMr. Wreaks is the Vice-Chairman of The Board of Trustees of The Swain School in Pennsylvania.

Kevin Levitt is a Senior Vice President at comScore, Inc. and leads the company’s financial services practice. His team is responsible for consulting to Global Fortune 500 firms within the Financial Services industry. The team specializes in analyzing business intelligence and consumer research to drive more effective digital strategies related to clients’ online and moble acquisition, retention and servicing goals. Clients include leading retail banks, credit card issuers, brokerages, and insurance carriers. Additionally, the team manages comScore’s relationships with over 60 of the top equity research and investment banking firms on Wall Street.\nPrior to joining comScore, Kevin held various sales and marketing roles at two Internet ventures. Prior to these positions, Kevin worked for Octagon, part of The Interpublic Group of Companies, as a sports marketing consultant developing and implementing marketing programs for IBM and AT&T in support of their sponsorships of the 2000 Olympic Games in Sydney, Australia.\nKevin holds a B.A. from American University in Washington, DC and an M.B.A. from the R.H. Smith School of Business at the University of Maryland.

Susan Campbell, CFP®, CDFA™, Principal of Buena Vista Financial Resources, is a Certified Divorce Financial Analyst and has been a Certified Financial Planner for over 20 years. Susan received her Master’s degree from San Diego State and has been trained in both mediation and collaborative divorce. Buena Vista Financial Resources provides fee-only financial planning services, specializing in the financial aspects of divorce. Providing clients with the knowledge and support they need to make informed decisions during one of the most stressful times in their lives, she helps clients understand the short and long-term impact of different settlement proposals to determine an equitable settlement that will best meet the needs of the family. She practices throughout the Bay Area and has offices in San Francisco and Santa Rosa. Susan is a Board Member of Collaborative Practice California, Collaborative Practice San Francisco, Collaborative Council of the Redwood Empire, and is an Affiliated Representative on the Board of the Sonoma County Bar Association. She is also a member of Collaborative Practice East Bay, Association of Divorce Financial Planners, Institute for Divorce Financial Analysts, and International Academy of Collaborative Professionals. She is featured in the video, Collaborative Divorce: A Safe Place on the IACP website and is also a trainer with the Collaborative Practice Trainers. Ms. Campbell has been a guest on KRON-TV and has given presentations to the California Society of CPAs and Collaborative Practice conferences at the State and National levels.

Clients seek the industry expertise of principal coach Cynthia Harrington who is regarded as a prominent authority in the investment field. She has thirty years experience in asset management and is an award winning journalist.\n As founder and principal, Cynthia uses a coaching process that helps clients grow within their work context, focusing primarily on high performance individuals in finance and entrepreneurs in fast growth trajectories. She achieves measured success with coaching clients with 100% meeting or exceeding goals.\n Previously, she founded and managed Harrington Capital Management, an SEC-registered large cap value manager; Cynthia also advised the high net worth and small institution market at Piper Jaffray and Bear Stearns before founding Harrington Capital Management.\n Cynthia is a distinguished thought leader in behavioral finance. Her article “Common Hedge Fund Biases” has accomplished the 4th most read entry at Finance Professionals’ Post of the NY Society Security Analysts. She was also on the Board of the Applied Behavioral Finance Group, a special interest group affiliated with CFALA. She holds the designation of chartered financial analyst (CFA) and Certified Fraud Examiner (CFE).\n As an award winning journalist, she published over four hundred of her articles in publications such as CFA Magazine, Fraud Magazine, Accounting Today, Financial Engineering News, and Journal of Accountancy.\n She is a member of the CFA Institute and started the 100 Women in Hedge Funds group in Los Angeles. She has 300 skydives and credits her instinctive sense of risk management to the sport.

Ms. Russell leads the compliance department at Hearsay Social, an enterprise technology solution that empowers financial services companies and their thousands of local reps to minimize regulatory and brand risk and grow revenue on social media. A lawyer and early adopter of social media, Ms. Russell has consulted on drafting effective social media policies and plans for financial services companies. She has also authored white papers that aid compliance officers with interpreting FINRA, SEC, and state insurance social media regulations. Ms. Russell has been featured as a guest contributor for Financial Advisor Magazine, Insurance & Technology, Banc Investment Daily, and as a SIFMA and CEFLI conference speaker. She is a member of the Illinois Bar.