Finance

The Future of Homeownership: How Buyers Are Getting Creative
The Future of Homeownership: How Buyers Are Getting Creative

As traditional homeownership becomes harder to reach, buyers are reconsidering one of its oldest assumptions: that a home needs to belong to one person or one household

The New Rules of Retirement: How Financial Planning Is Evolving
The New Rules of Retirement: How Financial Planning Is Evolving

Longer lives, inflation, and Social Security uncertainty are reshaping retirement planning—from withdrawal rates to when work becomes optional.

Roberto Carrato Diageo
Roberto Carrato Reflects on Two Decades at Spirits Giant Diageo

Roberto Carrato trusts the process of becoming a CFO at Diageo

Rudy D. Garza CPS Energy
Rudy D. Garza Leads CPS Energy to 2050 and Beyond

How Rudy D. Garza took the helm of CPS Energy at a tough moment and triumphed

Betty Francisco Boston Impact Initiative
How Betty Francisco Rewrites the Rules on Impact Investing

Betty Francisco and Boston Impact Initiative have sent millions into communities of color, and they keep finding ways to grow that reach exponentially

Christopher López Valarix
Christopher López Founded Valarix to Confront a CPA Crisis

Christopher López has built an AI platform to multiply the power of accountants

Patricia Pacheco de Baez Bank of America
Patricia Pacheco de Baez Is a Relentless Unicorn

Bank of America’s Patricia Pacheco de Baez is uniquely positioned to serve ultra high-networth clients amidst the greatest wealth transfer in history

Elsa Luna ArtCenter College of Design
Elsa Luna Helps ArtCenter College of Design Get Back in the “Black”

Elsa Luna knew it was going to be hard, but she was determined to help ArtCenter get back on solid financial footing.

Sergio García del Bosque Seale & Associates
Sergio García del Bosque Highlights Mexico’s Evolving M&A Environment

Sergio García del Bosque has spent a decade driving growth in Mexico’s M&A markets

Julian Parra Parra Strategic Advisory
Julian Parra and His Commitment to Supporting Others

Julian Parra has enjoyed a long, successful career in commercial banking. Across more than three-and-a-half…

Edgar Mayorga Johnson Controls
Edgar Mayorga Navigates the Path to Purposeful High Performance

Edgar Mayorga talks building true high-performing culture and the importance of putting knowledge into action

Federico Rubistein ITT
Adapting to Today’s Economy

Federico Rubistein details how partnering with DatosClaros gives companies an edge amid unstable market conditions

Dan Nieto Neighborhood Loans
Dan Nieto Plays the Long Game of Recruiting

To Dan Nieto, recruiting talent in the mortgage industry is a marathon, not a sprint. It’s a journey, not an event.

Monica Fernandez-Valiente Warner Bros. Discovery
Monica Fernandez-Valiente Leads with Authenticity

Monica Fernandez-Valiente describes how a chance recommendation from a mentor led her to Warner Bros. Discovery

Chaz Rodriguez Webster Bank, N.A.
For Chaz Rodriguez, a Lifetime of Hard Work Pays Off

Chaz Rodriguez brings the values he learned growing up in Milwaukee to his vital role at Webster Bank, N.A.

Anthony Curtis McDonald’s Corporation
Anthony Curtis Is the Tax Guy Making Finance More Inclusive

Anthony Curtis shares his journey from a small town to leading global tax strategy at McDonald’s and how unexpected paths can become extraordinary careers

Alma Rosa Montañez S&P Global
Alma Rosa Montañez Is Two Executives in One

Alma Rosa Montañez, general counsel for S&P Global Market Intelligence, is proof that an indomitable spirit can overcome any odds

Lina Parra Cartagena Vertex Pharmaceuticals
Lina Parra Cartagena Provides Insights to Enable Strategic Decision-Making

Lina Parra Cartagena is a finance leader at Vertex Pharmaceuticals with success in almost any time zone. Now, she’s focused on giving back to others.

Latinos in Finance to Watch
Latinos in Finance to Watch: April 2025

Meet ten Latinos in finance to watch as they drive impact and excellence in their organizations

Victor Lopez MetLife
Victor Lopez Overcomes Taxing Challenges

Victor Lopez of MetLife on adaptability, flexibility, and the willingness to take the hard job

Catherine Blaesing, Edward Suarez, Michael Miranda BMO Financial
The Culture of BMO Financial Sets It Apart

Whether it’s attracting top talent with diverse experiences, backgrounds, and skills or expanding the business footprint, three tenured leaders at BMO Financial reflect on what sets their organization apart