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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Sandra Cho is the Founder and President of Pointwealth Capital Management in Encino, California specializing in comprehensive, generational wealth management. Ms. Cho serves more than $23 million in brokerage assets through LPL Financial and over $180 million in advisory assets through Golden State Wealth Management as of 10/5/21.
With 18 years in the financial services industry, Ms. Cho has been consistently in the top 5% of financial advisors nationwide in production. She is recognized on the Forbes Top Women Wealth Advisors list for 2020 and 2021.
Ms. Cho is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management, DBA Pointwealth Capital Management, a Registered Investment Advisor. Golden State Wealth Management, Pointwealth Capital Management and LPL Financial are separate entities.
David R. Martin, Esq., a business lawyer licensed in the Commonwealth of Puerto Rico and author of Puerto Rico: The Economic Rescue Manual.
Brian DuVal is president — wealth and retirement at FIS, where he oversees development and product strategy for solutions that enable wealth managers to enhance client relationships, grow and safeguard assets and expand their businesses.
Julie Hogan is vice president of global banking solutions at Diebold Nixdorf.
Marcus Thygeson, MD, MPH has served both sides of health care – as a treating medical doctor and health plan executive. As the Bind Benefits Chief Health Officer, he ensures Bind plan design aligns with research-backed, quality care.
Kevin Valencia is the head of people at Livestorm.
Rob Keller is a partner in Washington National Tax, KPMG. He specializes in the taxation of pass-throughs and S corporations and also focuses on tax planning for closely held businesses and their owners. Rob is a frequent lecturer and writer on the taxation of partnerships, S corporations, individuals, trusts and estates.
Mark Kim is the Chief Executive Officer of the Municipal Securities Rulemaking Board.
Kirsten Vosen serves as Deloitte U.S. audit and assurance private leader, focused on strategic growth in the private segment. In addition, she serves as the partner in charge of private company matters in the National Office Audit & Assurance Services group at Deloitte & Touche LLP, where she leads the consultation and rollout of the firm's private audit methodology. Reach her on LinkedIn at Kirsten Vosen.
