Banking

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

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…

Nilo Barredo Citi
Nilo Barredo is Willing to Step Back to Leap Forward

Nilo Barredo is many things, but the most important attribute may be his adaptability

Latinos in Finance to Watch
Latinos in Finance to Watch: June 2025

In our second Latinos in Finance to Watch list, meet nine impressive Hispanic and Latino executives making waves

Lydia Ramirez Five Star Bank
Lydia Ramirez Creates Opportunities

Five Star’s Lydia Ramirez reveals how she built the organization’s very first DEI program and shares how it will help the bank execute an aggressive growth plan

Juan C. Andrade
Juan C. Andrade Named USAA President and CEO

A member of USAA’s Board of Directors since 2019, Juan C. Andrade steps into the role with a passion for serving the military community and commitment to USAA’s 102-year legacy

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

José Cabada Miguel Matos USAA
Miguel Matos and José Cabada Rose from Humble Beginnings

Miguel Matos and José Cabada of USAA are proof of what is possible when you feel like you belong

Jose Guerra JPMorganChase International Private Bank
Jose Guerra Steers JPMorganChase’s Private Bank Global Growth

Jose Guerra was brought aboard to strategically align JPMorganChase’s International Private Bank, a fast-growing business with immense potential

Joselyn Matamoros
NextGen to Watch: Joselyn Matamoros

Joselyn Matamoros shares her passion for finance and financial literacy and knows that you cannot build your career on your own

James Cotto Morgan Stanley
James Cotto Leads Authentically at Morgan Stanley

James Cotto shares his career journey, passion for his profession, and the power of authenticity

Finance graph
The Top 10 Largest Latino-Owned Financial Companies

Discover the top ten largest Latino-owned financial companies and their crucial role in promoting financial equity for underserved communities and minorities

Jerry Plush
Jerry Plush and Amerant Bank Expand Commitment to Latino Community

Jerry Plush, chairman and CEO of Amerant Bank, shares his company’s vision and rationale for recent partnership with LiS: Latinos in Sports

A bird's eye shot of four people working on their laptops, surrounded by business documents.
5 Latino Startups to Watch in 2024

With a focus on social impact and cultural understanding, these five Latino startups are emerging as key players driving positive change across various sectors

Antonio Castanon. Citi
Antonio Castañon on a Legacy of Mentorship at Citi

How Antonio Castañon prioritizes mentorship and promotes diversity and inclusion in the organization.

Issac Torres. InterCambio Express
Isaac Torres Expands InterCambio Express into California

Founder and President Isaac Torres shares the successes that the money transfer company has seen over the past eight years, including its endless mobile app improvements

Patty Arvielo New American Funding
Patty Arvielo Revolutionizes Homeownership for Latinos

As cofounder and CEO of New American Funding, Patty Arvielo breaks barriers for Latinos seeking homeownership and inspires other Latina entrepreneurs to make a difference

Legal News Round-Up, February 29

This week’s legal news round-up covers how the Supreme Court will review whistleblower protections in finance, the legal implications of digital health tech, and more

Mara Garcia Kaplan. Wells Fargo
Mara Garcia Kaplan Learns to Trust Her Gifts at Wells Fargo

How Wells Fargo SVP Mara Garcia Kaplan paves a path for Latinas

Latinos don't trust banks
Hisplaining: Why Latinos Don’t Plan for the Future or Trust Banks

After a decade in the US, humorist Laura Martinez has not adopted the American penchant for planning. This includes financial planning, educational planning, and funeral planning.

Alexandra Esparza Oppenheimer
Alexandra Esparza Is Choosing Her Own Adventure

After a meteoric rise in investment banking, Alexandra Esparza is ready to pursue her true passion—business ownership and advocating for other minority entrepreneurs