Banco Popular de Puerto Rico

With a reputation for integrity, creativity, independence of thought, a sense of humor and an unrelenting focus on results, Sallie Krawcheck has built a career that has reached the top levels of success across a range of functions: as a senior corporate executive, as a research analyst and now as an entrepreneur. Recently named number 9 on Fast Company’s list of the “100 Most Creative People 2014,” she has also been referred to as one of the most successful and influential executives in financial services.  From turning around and growing troubled wealth management businesses to eliminating Wall Street conflicts of interest and advocating a true client-centered business model, Fortune Magazine called her “The Last Honest Analyst” during her tenure at Sanford Bernstein. She spent years as the guardian of such brands as Smith Barney, Merrill Lynch and US Trust.  \nKrawcheck has often noted that “Investing in women is simply smart business” and is expressing this view through her ownership in the Ellevate companies. The Ellevate network is 34,000-strong (and growing) global professional woman’s network, the most expansive and diverse of its kind. Ellevate Asset Management has partnered with Pax World to recently launch the Pax Ellevate Global Woman’s Index Fund, which invests in the highest-rated 400 companies in the world for advancing women; it is the first and only fund of its kind.\nKrawcheck's embrace of social media as a means of including more people in her frank business conversations on women and business, regulatory reform and investor protection has garnered her more than 500,000 followers as a LinkedIn’s INfluencer and more than 22,000 followers on Twitter.\nA Tar Heel fan through and through, Krawcheck also spends her time advising start-up companies, focusing on education-oriented philanthropy and serving on a variety of boards.

Ms. Suzanne Fitzgerald is responsible for providing comprehensive wealth management advice to high net-worth individuals, executives, families, entrepreneurs, business owners, foundations and endowments throughout the United States. She works closely with clients and their advisors to develop financial strategies which help clients meet their current needs and their long-term objectives.Suzanne ensures that clients receive the appropriate blend of services based on their unique needs, including investment management, retirement planning, risk protection, income tax planning, philanthropic consultation, and estate, trust and transition planning.Suzanne has more than a decade of experience working with high net-worth individuals and families. Prior to Fitzgerald Wealth Strategies in Dallas, Texas, she was Partner of Berardi, Auteri & Fitzgerald LLP. Suzanne was Vice President of Wealth Advisory Services at Wilmington Trust Company in Wilmington, Delaware and also served as a trusted advisor for more than eight years as Vice President of Financial Counseling for the Ayco Company, L.P., a Goldman Sachs Company in Dallas, Texas.Suzanne holds a Juris Doctorate, cum laude, from Quinnipiac University and earned a bachelor’s Degree, magna cum laude, in Business Management with minors in Pre-Law and Human Resource Management from Plymouth State University. Suzanne is a member in good standing of the New York Bar Association (but does not currently practice law), and holds her Series 7 and Series 63 brokerage licenses (through FINRA) as well as insurance licenses in multiple states.Suzanne is active in her community and serves as a member of the President’s Council for Plymouth State University. Suzanne is also an active member of many charitable organizations.\n 

Sarah Cray is the Manager of Succession Planning & Acquisitions for Raymond James Financial Services, Inc.  She is currently charged with helping over 1,300 business owners and 3,400 financial advisors develop plans for transferring ownership of their businesses, manages the mergers and acquisitions process and facilitates practice benchmark analyses. \nSarah joined Raymond James in 1999 and has spent her career within the regional management department. Sarah utilizes her over 14 years of experience when consulting with independent advisors, because there is no “one size fits all” approach to succession planning.\nShe graduated magna cum laude from the University of Minnesota with a degree in child psychology and is Series 7, 24 and 66 licensed. She is a Registered Corporate Coach™ (RCC).\nShe enjoys spending time with her husband Ron and their dog Roxie and cat Chester.

Paula Elerick Feinberg is a Senior Vice President with Raymond James Financial Services where she and her assistant, Shannon, take care of multi generational families in Dallas, New York, San Francisco, Houston, El Paso and other great cities.  She brings with her over 25 years of experience in economic and community development, investment strategy, and financial planning with a special compassion for families who have experienced loss, having lost her husband four years ago.  Paula was born in Santiago, Chile and attended Loretto Academy preparatory. She received her Bachelor’s Degree from the University of Texas at El Paso in the Liberal Arts Honors Program where she was selected as the first Truman Scholar from UT El Paso. She lived in New York City for many years where she received her Masters in International and Public Affairs from Columbia University.  Paula worked in the South Bronx on community and economic development projects and later was recruited as a Vice President by Citibank to direct public affairs for Manhattan and the Bronx.  She spent 20 years with Citigroup and Smith Barney and joined Raymond James last year.  She currently serves on the Loretto Academy Board of Trustees in El Paso and returned recently to serve on the Board of Chiapas International in Dallas. She was a founding member of  this organization ten years ago in an effort to expand micro-lending tools to the poorest women in Latin America by connecting wealthy, philanthropic women in Dallas to the cause. Paula has one son, Agustin, who is 13. She is an avid traveler and loves cooking and dinner parties, yoga, reading, and music.  She is also devoted to philanthropy that is based on policy and services that lead wealth building and life changes.