In-person Pass

Kristen Koluch, CFA, CFP
Senior Vice President, Investments
Raymond James
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Kristen has dedicated her career to helping people prepare for the most significant milestone in life – retirement. She helps corporate plan sponsors and their retirement, investment and finance committees meet their fiduciary responsibilities; and strives to help their employees and beneficiaries make meaningful progress toward their financial goals. Kristen is co-head of the investment committee and leads the portfolio research team for her team’s institutional clients.

She also leads her team’s Women & Investing initiative. She understands that female investors often face a complicated financial situation, balancing the roles of mother, daughter, wife, grandmother, colleague and friend – while putting their own needs last. As part of this initiative, she plans and hosts educational events for female investors.

As a Chartered Financial Analyst®, Kristen holds one of the world’s most respected and recognized investment designations, giving her the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting. In 2020, Kristen obtained her CERTIFIED FINANCIAL PLANNERTM certification, demonstrating her commitment to her profession.

Prior to joining Raymond James in 2015, she worked at Merrill Lynch as a financial advisor for over twelve years and has prior experience as an investment banking analyst. Kristen maintains Series 7, 63, 66 and Life, Accident, & Health Insurance licenses.  She graduated magna cum laude from Georgetown University and currently resides in Congers, NY.

SESSIONS:
Jacquelyn Reardon
Personal Pronouns
She/Her/Hers
Vice President, Head of Retirement, Insurance, & 529 Marketing
Franklin Templeton
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Jacque is Vice President, Head of Retirement, Insurance, & 529 Marketing at Franklin Templeton, joining via the Legg Mason integration in 2020. She continues her responsibilities for developing the marketing strategy for the US retirement business, including insurance and subadvisory and DCIO, which she has done since joining Legg Mason in June of 2019. She manages a team of marketing specialists to implement this strategy and partners closely with the sales leaders of each distribution channel to ensure priorities are aligned. She also plays a key role in managing the marketing relationships with many of our strategic partner firms and has helped to implement improved prioritization and communication processes within the broader marketing organization.

 Prior to joining Legg Mason, she spent 7 years at AllianceBernstein leading the marketing efforts for their insurance and subadvisory business after initially joining the firm in a sales role for the same channel. Jacque had a long tenure in sales prior to making the move to marketing, including previous roles at Guardian Investor Services in Boston, MA and Lincoln Financial Distributors in Radnor, PA, promoting both retirement and variable annuity product solutions.

Jacque maintains Series 6, 7, 24, 63, and Life, Accident, & Health Insurance licenses. She graduated from Villanova University with a B.A. in Psychology.

SESSIONS:
Andrew Greenfield
Partner
Fragomen, Del Rey, Bersen & Loewy, LLP
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Andrew Greenfield is an immigration attorney with over 25 years of experience advising HR and global mobility professionals on U.S. immigration and nationality law and policy and related corporate compliance programs. He counsels clients across industries on visa and work permit matters and the immigration consequences of mergers and acquisitions and other corporate reorganizations, as well as I-9/E-Verify, H-1B/LCA and PERM compliance, and representation during government audits and investigations. Andrew is the managing partner of Fragomen’s Washington, DC, office and a member of the firm’s executive committee, which directs and manages the firm’s 50+ offices in over 30 countries.

SESSIONS:
Bo Cooper
Personal Pronouns
He/Him/His
Partner
Fragomen
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Bo Cooper, Partner, Fragomen Bo Cooper is a Partner in Fragomen’s Washington, DC office, leading the Government Strategies and Compliance Group. He serves on the firm’s Executive Committee, where he works to set Fragomen’s strategic vision and philosophy, manage its worldwide operations, and ensure it remains progressive, agile, efficient, innovative, and consistent across all its jurisdictions. He provides strategic immigration advice to a diverse clientele, including corporations, nonprofits, hospitals, universities, and media outlets. Bo has extensive experience in navigating complex immigration challenges, interacting with Congress, executive agencies, and consulates, and representing clients in federal audits and investigations.  

 Previously, Bo was General Counsel of the U.S. Immigration and Naturalization Service (INS) from 1999 to 2003, directing a legal program of 700 attorneys. He advised top U.S. officials on immigration law and has significant federal litigation experience as a former trial attorney in the Department of Justice. Bo has frequently testified before Congress and appeared in various media outlets such as PBS Newshour, Sixty Minutes, and CNN. He participated in negotiating international immigration agreements and served as a U.S. delegate to international organizations.  

Bo has taught immigration, national security and related courses at the University of Michigan, Georgetown and American University law schools, and he currently teaches asylum law as a member of the adjunct faculty at Tulane Law School. He has an extensive pro bono practice and has contributed as amicus in key Supreme Court cases, served as an expert witness in federal litigation, and advised the Department of Homeland Security. He is also on the Advisory Board of the Migration Policy Institute. Bo received his J.D. from Tulane Law School and his B.A. from Tulane University. 

SESSIONS:
 
Sunday, June 12, 2022 - 8:00am to 1:30pm
 
Saturday, June 11, 2022 - 8:00am to 4:00pm
 
Sunday, June 12, 2022 - 8:00am to 1:30pm
 
Saturday, June 11, 2022 - 8:00am to 4:00pm
 
Sunday, June 12, 2022 - 8:00am to 1:30pm
 
Saturday, June 11, 2022 - 8:00am to 4:00pm