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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Ken Van Leeuwen founded Van Leeuwen & Company in 1997. As the firm's managing director, founder and financial advisor, he is responsible for the overall strategic direction of the firm as well as serving his clients, who include corporate executives, nonprofit organizations and foreign citizens who have made the U.S. their home.
Steph Tulley is the founder and CEO of Actuology. Tulley propels sustainability and success through: innovative economic strategy, dynamic consumer knowledge, and deep industry insight. Actuology's high-paced leader builds technology to augment human interaction, and future-proof the success of her industry.A New Yorker by birth and a quasi-Nomad by nature. When she is not working, Tulley has an adventurous streak. She has been known to spend countless hours playing in the field of natural history, and extreme wildlife photography.
Shelley Stewart is senior partner at McKinsey & Co. and a leader within McKinsey's Private Equity & Principal Investors Practice.
Elizabeth A. McKnight, CPA, is managing director of tax at Crowe LLP.
Stacey Lowman is the head of employee well-being at Claro Wellbeing, a financial wellbeing provider that offers one-to-one coaching sessions, in-person and remote employee webinars and workshops and access to financial courses and content to support employees financial goals.
Claro is offered as an employee benefits package that provides accessible financial guidance and educational resources to help employees feel more confident and supported in their roles, boosting engagement and performance, whilst also enhancing a company's workplace benefits to help retain staff and attract first-rate talent.
Gautam Sukumar is SVP of Product Management at ADP.
Peter Rasmussen, MD, is Chief Clinical Officer for The Clinic by Cleveland Clinic.
Darren Fogarty is executive director of the Committee for Fee-Only Benefits Advisors, and a director at the Institute for the Fiduciary Standard.
