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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As Chief Investment Officer of Kestra Investment Management, Kara relies on her extensive investment experience to provide independent financial professionals with the expertise and tools they need to serve their clients. Kara was most recently Chief Investment Officer and Managing Director at Goldman Sachs Personal Financial Management, where she provided advisors with a broad array of investment advice, tools, and services.
Jason is a solutions architect and team lead with over 10 years of experience in technology and cybersecurity. Using his knowledge of methods used by cybersecurity hackers, Jason educates companies and individuals on best practices for staying safe in all things cyber and implementing efforts to avoid cybercrime. He works with businesses to develop customized cybersecurity strategies to keep their company and employees safe and productive, whether they work in-office or remotely.
Christopher R. Callahan is co-chair of the international taxation and wealth planning practice at Fox Rothschild LLP.
Matthew D. Lee is co-chair of the white-collar criminal defense and regulatory compliance practice at Fox Rothschild LLP.
Désirée is Ginger’s Chief People Officer. Prior to Ginger, she was CPO at Carrot, where she built and led the company’s human resources function across the employee lifecycle. Prior to this, she led human resources functions at The Permanente Medical Group in San Francisco and BaroSense, a medical device company. Informed by human-centered design principles and data-driven inquiry, Désirée is committed to curating joyful and resilient workplace cultures where employees are empowered to do their best work. Born and raised in Europe, Désirée speaks three languages fluently, and she draws on her culturally diverse background to champion diversity, equity, and inclusion. She is trained in economics and legal studies, and holds a BA in Humanities and a master's degree in Clinical Psychology both from the California Institute of Integral Studies in San Francisco.
Chelsea Cloak, a licensed certified public accountant (CPA) (Inactive), is managing partner of the San Diego office of Vaco, a talent solutions firm that provides consulting, contract and direct hire strategies around the globe.
D Sharma is the Co-Founder and CEO of Wellness Coach, a workplace wellness platform that provides on-demand access to a vast library of tools, including guided meditations, workout videos, and sleep music. Wellness Coach also offers live classes that allow users to connect with doctors and experts in real-time.
Andrew is the founder of Planning Across the Spectrum. From his personal experience as an individual with ASD, he was inspired to create Planning Across the Spectrum to specifically work with individuals, families, and care teams of those with special needs. Andrew is a known national advocate for Autism awareness and serves on various boards and advisory committees. Andrew is CFP®, Behavioral Financial Advisor (BFA™), and Chartered Special Needs Consultant (ChSNC®) among his other designations. (He has more than Michael Kitces.)
Manish Sharma is group chief executive of Accenture Operations.
Matt Buchanan is the co-founder and chief growth officer at Service Direct.
