Banco Popular de Puerto Rico

Ms. Trachtenberg has over 25 years of financial service marketing experience. She is currently the Chief Marketing Officer for Altegris responsible for all aspects of strategic marketing and integrated marketing communications including branding, web, sales promotion, advertising and public relations.Ms. Trachtenberg was previously the Founder and Managing Director of Ivory River Group, LTD, a boutique strategic marketing consulting firm that served the needs of a diverse group of leading financial and professional services firms. Prior to that, Ms. Trachtenberg was Senior Vice President and Head of Global Marketing for Lehman Brothers Global Investment Management. There, she spearheaded the creation and launch of a new global external and internal branding strategy. Before Lehman Brothers, Ms. Trachtenberg was Senior Vice President and Chief Marketing Officer for asset management firm Neuberger Berman. She is credited as a key architect of the growth and success that lead to Neuberger’s eventual acquisition by Lehman Brothers.Ms. Trachtenberg received her M.B.A. in Marketing with honors from Pace University, New York, and a B.S. in Management Science with honors, SUNY Binghamton. She also holds a Certificate in New Product Development from the University of Pennsylvania Wharton School of Management.

Elaine Bedel, CFP®, has more than 35 years of experience in the financial services industry. She is president and founder of the Indianapolis-based wealth management firm, Bedel Financial Consulting, Inc., which achieved its twenty-year milestone in 2008. The firm provides fee-only financial planning and investment management services to individuals and families; advice and fiduciary guidance to trustees of employer retirement plans provided by corporations, educational institutions, and not-for-profit organizations; and investment management and oversight for institutional investment portfolios and charitable endowments. Elaine has been recognized as one of the leaders in her profession by several national financial magazines. She was recently named to Wealth Manager’s 2008 “50 Distinguished Women in Wealth Management” list and recognized by The Indianapolis Business Journal as a “Woman of Influence” in 2009. Medical Economics has included her on the list of “150 Best Financial Advisors for Doctors” every year since 1998. Currently she is a weekly contributor to Inside Indiana Business e-newsletter, The INside Edge. Elaine’s first book, Advice You Never Asked For…But wished you had!, was released in April, 2009.

Katharine Coppola is Territory Manager for Jefferson National, covering the states of Idaho, Montana, Nebraska, North Dakota, South Dakota, Wyoming, Arizona, Alaska, New Jersey and Illinois. With her comprehensive expertise in Jefferson National’s products, investment options and innovative technology platform, as well as her extensive knowledge of the competitive landscape, Ms. Coppola is an educator and valued consultant to the advisors she serves. Ms Coppola previously served as Branch Analyst at UBS Financial Services, where she worked with advisors to increase fee-based assets through financial planning, asset allocation analysis and mutual fund research. Ms. Coppola has also has served as a mentor and volunteer for InvestWrite, an innovative writing program sponsored by the SIFMA Foundation for Investor Education, to help promote financial literacy for youth. She holds her NASD Series 7, 66 and CT Life Insurance License. Ms. Coppola received her B.S. in Business Management, with a minor in Political Science, from Southern Connecticut State University.

Marcie has over seventeen years of experience and specializes in wealth management for affluent families. Marcie is a member of one of Merrill Lynch’s highest recognition clubs, Circle of Excellence, and she has been named one of the Top 50 Advisors in Registered Rep Magazine. In 2008 Marcie was named to the “Top 50 Advisors in Massachusetts” by the Boston Business Journal, and she was recently named to Barron’s Top 100 Women Financial Advisors in 2010.Marcie’s unique experience gained from managing public stock compensation plans has established her as an expert in concentrated stock strategies and the related wealth management needs of high net worth individuals. She embraces each relationship with an emphasis on financial planning, tax minimization strategies, and trust and wealth transfer throughout the investment management process. Her client base consists mainly of senior executives, business owners, and professional athletes.Marcie has accumulated an impressive client list and established herself as a financial expert within the community by contributing columns to several local papers and appearing regularly on NECN and FOX 25 News. Marcie has presented several times to the NBA Wives Association’s “Behind the Bench”.Marcie has earned the Certified Investment Manager Analyst designation and has attended advanced investment programs at the Wharton School of Business. Prior to joining Merrill Lynch, Marcie practiced as a CPA with Price Waterhouse in their Financial Services division.

Mike Byrnes is senior product manager at Entrust Datacard.