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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Federico Baradello is founder and CEO of Finalis.
Ramsey is the COO of Zendrive, a San Francisco-based mobility risk intelligence company on a mission to make roads safer and auto insurance fairer. A graduate of the University of California, Berkeley, Ramsey previously served as Board Advisor at the Constellation Network, Arkose Labs, and RTI Cable.
Steven A. Horowitz, JD, MBA, concentrates his practice on areas of income and transfer tax planning for closely held businesses and their shareholders, estate planning, business succession planning for business owners and their businesses, life insurance and asset protection planning including private placement life insurance, (PPLI), non-qualified deferred compensation planning, etc. Over 35 years he has combined the use of creative tax planning strategies with alternative asset investing in a tax-efficient manner while creating strategies and estate planning concepts with PPLI.
Bryan Cannon has over 25 years of investment and financial planning experience. A portion of his clientele includes high net worth and ultra-high net worth individuals. Bryan is the host of Markets ‘N5, a bi-weekly video series focused on analyzing market trends based on technical analysis.
Bryan’s career covers a diverse range of investment and securities experience ranging from financial and estate planning for high and ultra-high net worth families, as well as senior and partner roles with both the big Wall Street firms and smaller boutique firms.
Apart from his commitment to understanding each client’s unique needs and implementing strategies that preserve and protect their assets and wealth, Bryan still finds time to remain active in his community. He serves on several local boards, coaches youth soccer, is a Boy Scout Leader, and volunteers with local charities, including assisting the Charlotte Men’s Shelter. In his downtime, he enjoys participating in various fitness and sports activities and enjoying quality time with his family mountain biking and whitewater paddling at the US National Whitewater Center located in Charlotte, North Carolina.
Bryan holds a B.S. in communications and business. In 2018, he became a 5 Star Wealth Manager Award winner.
Larry Mellon is tax director in the Chief Tax Office at Vertex Inc., where he is responsible for providing insights, thought leadership and customer-centric direction. He joined Vertex in 2005 as a sales and income tax supervisor and has served as tax manager since 2012. Prior to joining Vertex, he was a senior tax accountant and property tax manager at Foamex International. Mellon also held multiple roles at the Franklin Mint and is a member of the Institute of Professionals in Taxation.
Stephanie Diana Eubank is a subject matter expert on remote leadership & condo underwriting
Casey Macpherson is COO at Global Rx Management.
Jennifer Hull is a CPA and managing director in Berkeley Research Group’s Capital Markets Accounting practice, which specializes in matters concerning the regulation of and securities trading by publicly traded entities.
Ernst Renner is responsible for the vision and direction of the practice in the US market as well as supporting Capco’s global insurance growth and coverage. The US Insurance practice covers life, annuities, retirement, group, property & casualty, reinsurance and associated investment operations. Ernst founded the consulting firm NEOS LLC, which had a laser-focus on management consulting for insurance carriers and their partners.
