2026 Industry Summit Participants
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Laura Moreno Lucas
Laura leverages her exceptional network and expertise to support the firm’s deal…
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Edgardo Ortiz Flores
Edgardo Ortiz Flores, CERTIFIED FINANCIAL PLANNER® Professional and CERTIFIEDINVESTMENT MANAGEMENT ANALYST®, works…
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Frank Castellanos
Frank Castellanos serves as the Wealth Regional Director for Citi Personal Wealth…
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Joe Bonanno
Joe leads Wealth’s strategy across data, artificial intelligence, and client and advisor…
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Kelli Robertson
Kelli’s strategic vision drives culturally resonant work and bold brand transformations at…
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Margarita Arriagada
Margarita Arriagada is a beauty industry visionary, entrepreneur, mentor, investor, and founder…
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Dr. Diana Pacheco
Dr. Diana Pacheco is a design thinker, social innovation strategist, and community-engaged…
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Erika Baez-Grimes
Erika Baez-Grimes is a Certified M&A Professional, business broker, and founder of…


























