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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Doris Meister is executive vice president, wealth management at Wilmington Trust/M&T Bank and is also a member of the Management Committee.
Dean Smith is chief strategist at FolioBeyond and the portfolio manager of FolioBeyond Rising Rates ETF ($RISR). Dean has 25-plus years of experience in all aspects of structured products with roles as an investment banker, trader and hedge fund portfolio manager.
Peter J. Glennon is the founder of Glennon Law Firm, P.C.
Garry Reeder is the chief executive of the American Fintech Council.
Marina Cemaj Hochstein is a reporting associate for National Mortgage News.
Phil Huber is the chief investment officer for Savant Wealth Management and the author of “The Allocator’s Edge: A modern guide to alternative investments and the future of diversification.”
As a wealth management practitioner and an investment industry thought leader, he helps investors design, implement and stick with evidence-based portfolios built to fulfill long-term financial goals and objectives.
Frank Mengert continues to find success by spotting opportunities where others see nothing. As the founder and CEO of ebm, a leading provider of employee benefits solutions. Frank has built the business by bridging the gap between insurance and technology driven solutions for brokers, consultants, carriers, and employers nationwide.
Maurice Bell is the head of people ops at Lattice.
Christy has been passionate about immigration all her life. This passion inspired her to dedicate all of her professional and volunteer efforts to this field. She has been helping foreign nationals since 1997 and practicing business immigration law with prominent law firms since 2001. Over the course of her professional career, Christy gained extensive experience partnering with corporate clients of all sizes, from startup companies to Fortune 500 companies. She is trained and certified by Worldwide ERC as a Global Mobility Specialist, which serves as the base of her keen understanding of a wide range of global mobility issues facing clients. Christy is also recognized by Best Lawyers for her work in immigration law. This holistic approach to her practice addresses immigration’s multifaceted nature, from relocation resources to cross-cultural consideration.
