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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Jesse Slome is director of the American Association for Long-Term Care Insurance as well as the American Association for Medicare Supplement Insurance, both of which are headquartered in Los Angeles.
Kelly Fitzpatrick is a Certified Financial Planner® with eight years of experience in financial technology. She’s been with Advyzon — the portfolio reporting technology firm — for nearly five years and has worked with 200+ advisors over that period. She currently focuses on developing and improving their reporting products.
Peter Keating is an investigative financial journalist who has been reporting complex financial stories for more than 25 years. His work has been published recently by GQ, Inc., National Geographic, New York and Politico.
Keating was a founding member of ESPN’s Investigative Unit, where his longform projects included pioneering work that exposed for the first time how the NFL dealt with brain injuries. At ESPN, Keating was a frequent commentator on Outside the Lines and public speaker, making six appearances at the Sloan Sports Analytics Conference, and was part of teams that won three National Magazine Awards. His work has also earned 10 Journalism Awards from the New York Press Club, as well as Investigative Reporters and Editors, Deadline Club and National Headliner Awards.
Keating has written four national columns: “Numbers” and “The Biz” for ESPN the Magazine (1999-2019), “The New Retirement” for Smart Money (2006-2010) and “The Advocate” for Money (1999-2000). He was the senior writer for politics at George during the 2000 presidential campaign.
Keating lives in Montclair, New Jersey, with his wife Karen, their daughters Ellie and Samantha, and their dog, Otis.
Richard Napolitano is Chief Executive Officer of Advisor360°, a Boston-based fintech provider of deeply integrated wealth management solutions.
Lawrence Levinson is the director and general manager of Wave Advisors at Wave. His team offers tailored, one-to-one accounting and bookkeeping services for small business owners that complement Wave’s digital offerings.
Judith Rinearson is a partner at K&L Gates.
Kristen Moody is the SVP of Client Management at Kindbody.
Bill Nelson is chief economist for the Bank Policy Institute
Danielle Burns is vice president and head of business development at CNote, a women-led community investment platform.
Heather Lowe is the founder and president of Ditched the Drink.
