Private Banking, Personalized.

TOP LEADERSHIP

Our executive leadership team is committed to our customers’ success. Headed by Matthew S. Ford, Managing Director, who previously led Popular Bank’s Legal Division, this group of industry experts uses their intelligence and vision to help clients achieve their financial objectives.

 
 
Matthew S. Ford
SVP, Managing Director, Wealth Management and Private Banking

“Popular Private Client brings a new perspective and restores relevancy to what private banking has long aspired to be, by affording a diverse and upwardly mobile clientele with a truly personalized banking experience. Our mission is to deliver unparalleled service, market leading products, and create a truly integrated approach to assisting our clients in the attainment of their unique and individualized financial objectives.”

Joseph Culotta
SVP, Director, Wealth Management and Private Banking, Investment Executive, Osaic Institutions

“Popular Private Client takes a team-based approach to Banking, providing proactive guidance and advice to our clientele. Our primary objective it to deliver holistic services and driving best in class solutions in Private Banking, Financial Planning and Investment Management. This personalized approach helps our clients build deep relationships with their team, ensuring they have the tools they need to achieve financial freedom.”


Jessica Ozores
VP, Client Services Manager, Wealth Management and Private Banking

Email: JOzores@popular.com
Phone: 786-953-1312
NMLS # 516241

“At Popular Private Client, I strive to provide clients with personalized attention and tailored solutions to meet their unique financial goals. I’m committed to delivering exceptional customer service and building long-lasting relationships based on trust, transparency, and integrity.”

YOUR PRIVATE BANKERS

As your primary contact, your Private Banker will schedule regular appointments with you to understand your needs and offer personalized banking services and tailored financial solutions.


NEW YORK METRO

Robert J. Lee
VP, Private Banker, Registered Representative, Osaic Institutions

Email: RLee@popular.com
Phone: 212-417-6716
NMLS # 602475

“As a Private Banker at Popular Bank, I work hard to deliver the highest level of service for my clients and their families. By having a genuine interest in their lives, it truly gives me a clear understanding of my clients' needs, which then allows me to provide the right guidance that fits each individual situation.”

Helen Chen
VP, Private Banker, Registered Representative, Osaic Institutions

Email: HChen@popular.com
Phone: 212-417-6814
NMLS # 431731

“I am honored to play an important role in the lives of my clients. Through our journey together, I want to help them implement strategies that can create wealth, preserve assets, sustain their businesses, and build lasting legacies for their families. My mission is to help clients achieve success.”

David Marks
VP, Private Banker, Registered Representative, Osaic Institutions

Email: DMarks@popular.com
Phone: 201-486-3939
NMLS # 626724

“As a Private Banker at Popular Bank, I work to put my clients on the right path to be able to achieve their goals. My genuine interest in helping clients enables me to find solutions to their everyday financial needs. I love standing by their side as they navigate the journey of life!”

Eric J. Ackerman
VP, Private Banker, Registered Representative, Osaic Institutions

Email: EAckerman@popular.com
Phone: 212-417-6679
NMLS # 1650787

“As a Private Banker at Popular Bank I work with a select group of clients to make sure all of their financial needs and goals are achieved by providing personalized first class service. It gives me great pleasure to be able to make a difference in each and every client's life and help them achieve their financial goals.”

Scott Lin
VP, Private Banker, Registered Representative, Osaic Institutions

Email: CLin@popular.com
Phone: 212-417-6849
NMLS # 60248

“As a Private Banker at Popular Bank, I foster relationships with high-net-worth clients by providing credit advisory, wealth management, and trust and estate planning services. By understanding my clients' financial and family backgrounds, I take a holistic approach to meeting their needs with best-in-class services and strategies.”

Ella Buravleva
Associate Private Banker, Registered Representative, Osaic Institutions

Email: EBuravleva@popular.com
Phone: 212-417-6870
NMLS # 2268597

“As an Associate Private Banker at Popular Bank, I ensure that my clients’ financial needs are met and help them to build, preserve and manage their wealth. I sincerely care about my clients and their families, and am making it my highest priority to help them achieve their financial goals by taking a holistic approach to wealth management.”


SOUTH FLORIDA

Jessica Hernandez
VP, Private Banker, Registered Representative, Osaic Institutions

Email: JHernandez1@popular.com
Phone: 305-938-0117
NMLS # 943313

“At Popular Private Client, our clients are our top priority. I am dedicated to ensuring our clients experience exceptional service, while benefiting from our holistic approach towards achieving financial success.”

Michael L. Costa
VP, Private Banker, Registered Representative, Osaic Institutions

Email: MCosta@popular.com
Phone: 305-409-5776
NMLS # 1121603

“I offer a personalized approach, guiding you through every financial life stage. I am here to help strengthen the value of your money — today and tomorrow. Your success is my priority — whether you are looking to build wealth, focusing on what you have, or on preserving your family legacy.”

Julia Nurques
VP, Relationship Manager, Registered Representative, Osaic Institutions

Email: JNurques@popular.com
Phone: 786-285-2406
NMLS # 1801358

“As a Private Banking Relationship Manager, I am the lead liaison between the Head of Private Client for the Florida region and all of our clients, and am responsible for deepening and servicing client portfolios. Additionally, I conduct ongoing reviews to ensure that all clients are provided best-in-class service and advice.”

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Broker Check by FINRA

Securities and advisory services are offered through Osaic Institutions, Inc. (“Osaic Institutions”), a registered investment advisor and broker-dealer (Member FINRA / SIPC). Insurance products are offered through Osaic Institutions or by Popular Insurance Agency USA, Inc. (PIAUSA). PIAUSA, also known as PIA US Insurance Agency (PIAUS), is a wholly owned subsidiary of Popular Bank, a New York state-chartered financial institution. Osaic Institutions or its affiliates are separate entities from and are not affiliated with PIAUSA, PIAUS, Popular Investments, or Popular Bank. “Popular Investments” is a registered service mark.

When registered representatives offer products and services under the Popular Investments name, they are doing so as insurance agents or registered representatives of Osaic Institutions, or as insurance agents of PIAUSA. Osaic Institutions registered representatives are also employees of Popular Bank. Popular Bank and PIAUSA are not registered as a broker-dealer or an investment adviser. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. If applicable, please request a prospectus as it contains more complete product information — including risk, fees, and expenses — and should be read carefully before investing.

NMLS # 417584

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