Banco Popular de Puerto Rico

Neal Ringquist is EVP and CRO at Retirement Clearinghouse.

\nLisette Cooper is the founder, Chief Investment Officer, Chief Executive Officer and Managing Director of Athena Capital Advisors. As CIO, she sets the firm’s overall direction and leads Athena’s Investment Committee. Lisette founded the firm in 1993. \n\n\nAthena Capital provides investment advisory and management services to sophisticated private investors, institutions and endowments. We work in partnership with our clients to serve as their chief investment officer and investment staff and integrate a broad range of services into a comprehensive investment solution for our clients. \n\n\nAthena Capital was ranked #1 in “Average Assets under Management per Client Family” by Advisor One (formerly Wealth Manager) in 2009, 2010 and 2011 and ranked #2 in 2012. Athena was also recently named amongst the Top 50 Family Offices Worldwide by Bloomberg Markets. \n\n\nLisette speaks regularly at conferences and universities and has appeared on CNBC’s “Closing Bell”. She is a CFA charterholder and has a Ph.D. from Harvard University and B.A. from Wesleyan University. \n\n\n

Dan Goren is an insurance and risk management consultant for Corporate Synergies’ property & casualty practice.

David Roddenberry is co-founder of HealthyWage, a company that facilitates the provision of cash incentives, social and expert-based support, tools and resources, and goal-setting and tracking technologies to address the nation’s obesity epidemic and improve America’s collective health. HealthyWage is at the forefront of the weight wagering movement, having formally created competitive, cash-fueled programs for more than 90 Fortune 500 and other companies, hospitals, health systems, insurers, school systems, municipal governments and other organizations throughout the U.S.

Dr. Linda Chous is chief eye care officer, UnitedHealthcare.

Sheetal Shah is director of health for Avanade.

Entry Point Advisor Network

Jasen is the founder and CEO of Polly Portfolio, which empowers users to express their investment viewpoints while still benefiting from institutional-quality portfolio management. Prior to Polly Portfolio, he was a founding executive at a $12bn alternative asset manager and also held senior positions in proprietary trading and capital markets businesses. He studied mathematics at Yale, lives in New York with his family, and is a street food enthusiast.

Ramona Ortega is the Founder & CEO of My Money My Future, a mission-driven financial tech company that combines tailored content and simple to use tools to help Millennials, particularly young women and minorities, manage their money with confidence.  MMMF’s personal financial management platform automates budgeting, guides Millennials through all their financial decisions and helps them choose the best financial products from a curated selection of partners.\n Ortega is a serial entrepreneur with over a decade of leadership in the public and private sectors. Prior to leading My Money My Future, Ortega was a corporate securities attorney in New York where she worked on complex securities litigation. She was part of the litigation team that worked on high profile cases such as Madoff and MF Global.  During law school she interned at the U.S. Securities and Exchange Commission where she focused on the implementation of Dodd-Frank and regulation of private funds and worked on Chapter 11 restructurings in the U.S. Bankruptcy Court, S.D.N.Y.\nPrior to working in law, Ortega founded Global Networks Consulting, a boutique consulting firm providing research and program evaluation for foundations and government funded programs. In this capacity, she implemented multi-year studies, drafted policy reports and provided strategic insight on program metrics. During this time, she also founded Cidadao Global a New York based non-profit and was the recipient of the 2009 Union Square Award.\nFrom 2000-2007, Ortega was the director of the Human Rights Project where she was instrumental in submitting the first shadow report to the United Nations for the first review of the United States under the International Convention on the Elimination of Racial Discrimination (“ICERD”) and was a delegate to World Conference Against Racism in Durban South Africa. Ortega spearheaded an innovative policy campaign to integrate human rights standards into municipal law. She has designed and implemented extensive human rights trainings and capacity building programs on the implementation of international law. Ortega began her career as a journalist and social science researcher with MDRC and is a member of the Experts of Color Network for the Closing the Racial Wealth Gap initiative.\nOrtega was recently named one of six Latina founders to watch and is on the board of the Latino Startup Alliance. She is a contributor to TechCrunch and Huffington Post on issues of law, tech  and diversity. Ortega has a B.A. from the University of California, Los Angeles and a J.D. from Fordham University School of Law.\nYou can follow My Money My Future on Twitter @dinero_futuro.\n 

Bill Harris is the founder and a board director of Personal Capital. He has spent 25 years building financial technology, notably serving as CEO of Intuit and PayPal. He is the founder of several financial technology companies and has served on the boards of numerous technology firms, such as SuccessFactors, RSA Security, Macromedia, and Answers.com.