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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Yaacov Martin is co-founder and CEO of the BNPL tech vendor Jifiti.
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Karl A. Wagner III is a Partner and Senior Wealth Advisor with Biondo Investment Advisors, LLC with locations in Milford, Pennsylvania, and Sparta, New Jersey.
Sommer Sherrod is the vice president of Healthcare Strategy and People Strategy Consulting at Insurance Office of America.
Ernest Lacroix is a senior manager on F2 Strategy’s OCTO team where he focuses on delivering outsourced CTO services to clients.
As an RIA and fintech insider, he brings deep expertise in advisor-facing technologies including CRM, financial planning, and portfolio management applications. As a practicing financial planner, Ernie is in a unique position to add value to his clients. Whether it’s implementing new technologies, creating efficient and repeatable processes, or contemplating the digital experience for his personal clients, Ernie can easily align with the challenges facing today’s advisors.
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