Banco Popular de Puerto Rico

Lee DeLorenzo began her financial service career in 1979 and is President of United Asset Strategies, a registered investment advisory firm and United Financial Group, a registered broker-dealer.  Lee is a general principal, financial operations officer, registered representative, certified financial planner ®, qualified pension administrator and a licensed life and health insurance professional.  \n Lee’s company doubled the assets under management in the two years following 2008 downturn and has grown another 30% since 2010.\n Lee is ranked as one of America’s Top 100 Women Financial Advisors by Barron’s in 2010 and 2011 and named as one of Long Island’s Top 50 Women in Business in 2011. She has been a contributor to Bloomberg News and Wall$treetWeek. \n

Valentina is responsible for the planning and execution of Morgan Stanley Smith Barney's social media strategy. She has been focusing on implementing a program for individual financial advisors to allow them to incorporate social media into their business practice to deliver MSSB’s breadth of wealth management resources to clients and prospects. She also partners with other business areas on the creation of policy, supervision procedures, technology implementation and training. Prior to joining MSSB in 2010, Valentina spent 7 years at Citi Global Wealth Management in Investment Products as well as the Corporate Strategy group. Valentina began her career at McKinsey & Company in the Business Technology office. She has a B.S. in finance and economics from Fordham University.

Entrepreneur, author, speaker, and worldwide connector, Amy McIlwain is recognized internationally for radical new ways of thinking about Social Media, PR, marketing, advertising, and customer service. Amy launched Financial Social Media in 2010 which specifically addresses the compliance issues surrounding social media and the financial industry. With her unique background in both online marketing and financial services, Amy knows which media vehicles work and the marketing language needed to deliver results, making her one of the most sought-after social media speakers in the financial industry.\n \n Amy's content has been featured in several top financial industry publications, blogs, websites and books. Not only has she conducted several live trainings and webinars for thousands of people worldwide, but she has also spoken at top financial conferences and events such as the Annuity Mega Meeting, NAFA \n IMO Summit, SFG Annuity Synopsis, and the International iStrategy Conference where she spoke on the topic of "Social Media in Highly Regulated Industries."\n

Christina M. Cleveland is a Senior Vice President-Investments, Wealth Management Advisor, Certified Special Needs Advisor and a Certified Financial Planner for Merrill Lynch in the East Boca Raton office.  Christina has been an advisor with Merrill Lynch since 1983 and she obtained her Certified Financial Planner designation in 2003. Christina holds a Bachelor of Science degree in Finance with an emphasis in investments and portfolio analysis from Florida State University.   \nChristina’s passion for retirement planning and retirement cash flow management for the affluent retiree has provided her the opportunity to serve as a panelist for the Securities Industry and Financial Markets Association ( SIFMA) on retirement.   SIFMA is a leading securities industry trade group representing securities firms, banks and asset managers.  Christina has been the keynote speaker for the State of Florida Women’s Symposium and she has served on the National Diversity and Inclusion Council for Merrill Lynch.  She is currently the President of the South Florida Women’s Exchange for Merrill Lynch.  \nHer practice focuses on comprehensive wealth management and multigenerational planning for affluent individuals, families, and business owners. Her practice focuses on education for high net worth pre-retirees on appropriate distribution expectations in retirement, estate and income tax minimization, multigenerational planning, the role of asset allocation to investment performance, philanthropic planning and comprehensive liability management.   \n She and her family reside in Delray Beach Florida and her hobbies include scuba diving, biking and butterfly gardening.    \n

Shirley has been in the wealth management business for over 26 years, advising families, business owners, endowments and foundations for her entire career.  She has developed long term relationships with clients that require institutional level expertise with an in-depth understanding and focus on the tax, wealth transfer and risk management issues faced by private individuals and closely held businesses.  Shirley and her team of specialists provide expertise in the areas of tax-aware investment management, cash management solutions, liability management, retirement planning, estate planning, private banking, philanthropic consulting and insurance solutions for risk management and wealth transfer strategies.  \nIn both 2007 and 2008, Shirley was named one of the top 30 financial advisors in Orange County, California, as published by the Orange County Business Journal.  Shirley earned the Certified Private Wealth Advisor designation in 2010, after successfully completing the rigorous CPWA program authorized by IMCA at the University of Chicago.  Shirley served on the Merrill Lynch Advisory Council to Management from 2008-2010 and was selected to be the founding CEO of the Southern California Women’s Exchange.\nShirley is a board member of the Orange County United Way and she is a founding member and past chair of the United Way Women’s Philanthropy fund.   Shirley serves as an advisory board member of the Pediatric Cancer Research Foundation and resides in Corona del Mar, California with her family, husband Steve and two sons, Marshall and Reed.\n

Richard Bregman, formerly of Chase Manhattan Bank (now JP Morgan), has been an investment advisor since 1991.\n\nRichard's interest in helping people achieve their goals led him to pursue law after graduating from Cornell. He received his J.D. from George Washington Law School and litigated for several years.\n\nNot fully satisfied with trial law, Richard explored alternate ways to help people achieve their goals, particularly financial ones. He earned an MBA in finance from New York University, entered the investment management and advisory field, and became a chartered financial analyst (CFA). In 1997, Richard formed MJB Asset Management. \n\nThe 2000-2002 market turbulence was a watershed event for Richard, leading him to re-assess conventional wisdom and develop his “Respect the Realities” approach to investing and client relations. \n\n"Respect the Realities" means accepting uncertainty as a natural condition and preparing for it. The typical "wait-and-see" or "hope-and-pray" financial service industry approach is a passive response that lessens the motivation for advisors to find effective alternative strategies. It also cheapens the relationship between advisor and client. \n\nRichard understands that uncertainty can lead to fear and that fear demands compassion, a willingness to acknowledge and discuss client trepidation as a normal part of pursuing financial goals. "Respect the Realities" respects you, creating an opportunity for an authentic advisory relationship.\n\n

Scott Freeze is the President of Street One Financial. He graduated from West Chester University and began his career in finance at The Vanguard Group, moving up the ranks to Supervisor of Vanguard Brokerage.\n\nFrom there, Scott joined Knight Capital Markets in Jersey City, NJ, working on the Programs\/ETF and Index Desk. A few years afterwards, Scott left Knight to start the Programs\/ETF and Index Desk at Miller Tabak in Manhattan.\n\nScott has been involved in ETFs from both a trading\/execution and a product strategy standpoint since the beginning of the decade. He brings his relationships with RIAs and institutional portfolio managers to Street One where he helps construct better portfolios, and recapture basis points that would otherwise be lost in the marketplace, through better trade execution. Scott holds the Series 3, 4, 7, 24, 53, 55, and 63 licenses.