Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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Jeffrey Rosenthal is president and CEO at Triad Advisors.
Lynn Ballou, CFP, is a senior vice president and partner at EP Wealth Advisors, an independent registered investment adviser that specializes in client-centric financial planning and investment management services. She is based in the firm's Lafayette, California, office. In her role, she leads and mentors a team of advisors. She is also a co-founder of EP Wealth's Investing in Women initiative, which provides women with the right tools and pathways to grow their careers to better elevate the EP Wealth experience for clients and colleagues. She has helped to educate women as a keynote speaker and panelist at various conferences, including the YWCA’s Young Women and Money Conference in Oakland. She has over three decades of experience in the financial services industry. Prior to joining EP Wealth in 2016, she was managing partner of Ballou Plum Wealth Advisors, LLC. She is a member of the Financial Planning Association. She has taught taxation and financial planning as an adjunct faculty member of the College for Financial Planning through JFK University.
Andrew Shilling is specialist of editorial operations at Arizent. Follow him on Twitter at @AndrewWShilling.
Robert Stowe England is a contributing writer for On Wall Street and author of several books on financial markets.
