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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Ravi Swaminathan is a cofounder and the CEO of TaskHuman, a real-time digital coaching platform that connects each employee, individually, with a global network of coaches over video call in nearly 1,000 topics of daily work and personal life.
Kane Polakoff is the founder and national practice leader of UHY Advisors’ Client Accounting and Advisory Services division.
Jennifer Coombs is an associate professor at the College for Financial Planning —a Kaplan Company located in Denver. She is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation program developed in partnership with US SIF as the first professional financial education program for financial advisors in the United States exclusively devoted to sustainable investing.
Prior to joining the College, Jennifer worked in New York City for several Wall Street firms in such varied roles as technical and fundamental analysis, equity research, trading and portfolio management. Jennifer has given two TED talks on the topic of sustainable and responsible investing: “Investing for a Better World: Using Wall Street to Implement Social Change” (November 2015 at TEDx Jersey City), and “Stopping the Rebuttal: Millennial Investors and the Future of Sustainability” (April 2018 at TEDx Clarkson University). She has also given presentations at and interviews on “Dollars & Change” Wharton Business School Radio on Sirius XM, Bank of America/Merrill Lynch Wealth Management, The Society of Financial Services Professionals (FSP), The CFA Society of New York, US SIF Annual Conference, The SRI Conference, and Advisor Group.
Jennifer holds a Master of Science in Finance and is a member of the ESG Advisory Board at Investment News and serves on the education committee of US SIF. She resides in her home state of Vermont.
Clare Kumar is a Highly Sensitive Executive Coach and the creator of the Happy Space Podcast.
Mark Elsaesser is a senior tax consultant with The Bonadio Group.
Jake Spiegel is a health and wealth research associate at the Employee Benefit Research Institute.
Nancy Teixeira is senior vice president of partner strategy and sales at Sage North America.
Alexandra Dackin Temple is the Chief Legal Officer of Lenderworks
Aaron Toops is co-founder and CEO of Aerify.io, a managed services IT business whose clients include approximately a dozen CPA firms in central Indiana.
David Healy is senior vice president, Group Benefits, at Sun Life U.S.
