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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Haywood Talcove is the CEO of LexisNexis Risk Solutions Government Group.
Daniel B. Garrie is the founder and managing partner of Law & Forensics LLC.
David A. Cass is an adjunct professor at the
Harvard School of Continuing Education.
Christy Shadowens, MBA, Administrative Director at Connico, has extensive accounting and management experience for various industries. Christy and her team handle Connico's finance and accounting, human resources, and all administrative functions.
Peter J. Haack, CFP, CIMA, is senior vice president/financial advisor of The Stanek-Haack Group of Morgan Stanley. Reach him at (847) 260-9533 or peter.haack@morganstanley.com.
Joe LaMantia III is a partner at L&F Distributors, a beer distribution company that services 35 counties throughout Texas and southeastern New Mexico, employing more than 1,200 people.
Ross Buckley is a scientia professor at UNSW Sydney. He is a board member of Australia's central bank and chairs the Digital Finance Advisory Panel of Australia's securities regulator. He has twice been a Fulbright Scholar, at Yale and Duke.
Henry Montag is a Certified Financial Planner who has been in practice since 1976, with offices in Long Island, N.Y. He is the founder and principal of The TOLI Center East, which provides independent consultative fee-based life insurance performance evaluations for trustees, their advisers, and high-net-worth individuals. He has lectured extensively on the proper utilization of financial products to the New York State Bar Association, the New York State Society of CPAs, the AICPA, and NCCPA. He has also appeared on Fox Business, Wall Street Week and News 12. He co-authored “The Advisors’ and Trustees’ Guide to Managing Risk and Avoiding a Client Crisis,” and a book for the American Bar Association, "The Life Insurance Policy Crisis." Reach him at henry@thetolicentereast.com or (516) 695-4662.
Julien Villemonteix is the CEO of UpSlide.
Rachel Hunt is head of payments platform commercialization at ACI Worldwide.
