Banco Popular de Puerto Rico

Bob Neuhaus is executive managing director at J.D. Power.

Joel Friedlander is a Principal in Private Client Services, Financial Services Organization at Ernst & Young LLP.

Peter Tufano is a professor of finance and former dean at Oxford University’s Saïd Business School as well as a visitor at Harvard Business School and Harvard Kennedy School.

Robert Bennett, CPA, is the vice president of tax and legislation at Corvee, a software and solutions company serving tax and accounting firms, where he works as part of the team that develops and maintains the Corvee Tax Planning software.

Sarah O’Sullivan is an accounting director at LeaseQuery, a purpose-built lease accounting software solution.

Daniel Schneider is a professor of public policy and sociology at Harvard Kennedy School.

As Chief Investment Officer of Kestra Investment Management, Kara relies on her extensive investment experience to provide independent financial professionals with the expertise and tools they need to serve their clients. Kara was most recently Chief Investment Officer and Managing Director at Goldman Sachs Personal Financial Management, where she provided advisors with a broad array of investment advice, tools, and services.

Jason is a solutions architect and team lead with over 10 years of experience in technology and cybersecurity. Using his knowledge of methods used by cybersecurity hackers, Jason educates companies and individuals on best practices for staying safe in all things cyber and implementing efforts to avoid cybercrime. He works with businesses to develop customized cybersecurity strategies to keep their company and employees safe and productive, whether they work in-office or remotely.

Christopher R. Callahan is co-chair of the international taxation and wealth planning practice at Fox Rothschild LLP.

Matthew D. Lee is co-chair of the white-collar criminal defense and regulatory compliance practice at Fox Rothschild LLP.