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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Mark Tibergien, now retired, was CEO of Advisor Solutions at BNY Mellon/Pershing, and former head of business consulting at Moss Adams LLP.
Anh Tran is the managing partner at SageMint Wealth, a Southern California-based wealth management firm for high-net-worth individuals, families and business owners with a passion for supporting women, the LGBTQ+ community and individuals in the technology space. As a Certified Professional Planner and estate planning attorney, Ms. Tran is in a unique position to counsel her clients on a wide variety of wealth management and estate planning issues. Ms. Tran manages over $350 million in total client assets and has been consistently ranked in the top 1% of financial advisors at LPL Financial. She has also been recognized as a Forbes Top Women Wealth Advisor.
