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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Charles J. McLucas Jr., CPA, PFS, AEP, is president of Charitable Trust Administrators, Inc., in Tustin, Calif.
Eric Byunn founded Centana Growth in 2015 and is one of its partners. Before founding Centana Growth, Eric spent more than 20 years in growth equity and technology. Eric currently serves on the Boards of Blueprint Systems, Jumio, Vena, One, Inc., Catalyst Repository Systems and Cloudmark. Eric spent 13 years at FTV Capital, a $2 billion growth equity fund, where he was a partner, served on the management committee, and led investments in enterprise technology.
Tom Davis joined Centana in 2017 as a principal on the investment team. Prior to Centana, Tom spent nine years at General Atlantic, a leading global growth equity investment firm with $20 billion in assets under management, where he focused on investments in the financial services sector.
Nik Schuurmans is the founder of Pure Portfolios in Portland, Oregon.
Douglass is a trusted adviser to affluent private clients and family offices nationwide. Through his substantial experience in all areas of the tax law, he counsels clients on practical, comprehensive, tax-efficient solutions to their wealth management needs. He devotes a substantial portion of his practice to estate planning, wealth transfers, succession planning for closely held businesses, and matters relating to family offices and private trust companies.
Levy Leatherman is a labor and employment and health care litigation associate in Baker Donelson's Nashville office.
Bender’s practice focuses on the representation of high net worth individuals, closely held businesses, and financial institutions with respect to a variety of tax, estate planning, trust and estate administration, and general business matters.




