“We always try to evoke the spirit of the ancestors on occasions like this, and what better way to remember their journey and how they came to love An Talamh Nua – The New Land – than to have an immigrant sing a song written by another immigrant?” Thus began the 21st annual Wall StreetRead more..
Archive for September, 2018
Stephanie Whittier co-heads the Foundation & Endowment Services team at Morgan Stanley Private Wealth Management, offering specialized investment management solutions that range from the creation of Investment Policy Statements to asset allocation and consolidated reporting advice. She joined Morgan Stanley in 1975 after graduating from Boston College Carroll School of Management with a B.S. inRead more..
Ellen is a partner with PricewaterhouseCoopers and is the U.S. Insurance Sector Leader for the PwC’s Advisory Practice. In this role, Ellen leads a group of partners and staff members who advise leading insurance companies with their most pressing needs, including enterprise strategy, digital experience, deals, and technology transformation. Ellen has served the insurance industryRead more..
Kevin M. Sherlock is Managing Director and co-head of the Global Financial Sponsor Group at Bank of America Merrill Lynch. Kevin assumed this role in 2018 following his role as co-head of the bank’s Global Leveraged Finance business. Prior to joining Bank of America, he headed Loan and High Yield Capital Markets at Deutsche BankRead more..
Sharon T. Sager is a managing director and private wealth advisor at UBS Private Wealth Management. A CIMA, she began her career in financial services in 1983 with Kidder, Peabody & Co., which was acquired by Paine Webber Inc. and then by UBS. Sharon is one of only 16 women to be named to Barron’s TopRead more..
Tim Ryan is US Chairman and Senior Partner of PwC. He has over 28 years of diversified experience serving clients in the financial services industry in the U.S. and internationally. Tim also serves on PwC’s U.S. Board of Partners and Principals, and its Global Board. Tim previously served as Vice Chair, having responsibility for PwC’sRead more..
Meredith Ryan-Reid is a senior vice president in MetLife’s Group Benefits division leading distribution development. Responsibilities include broker strategy and relationship management, third party distribution, private exchanges, worksite strategy, and voluntary benefits delivery. Previously, she led the Accident and Health group and the Product Specialist organization. Meredith received her B.A. from the University of RichmondRead more..
Brian is the chief executive officer of BNY Mellon Government Securities Services and a member of BNY Mellon’s Executive Committee. Government Securities Services is a subsidiary of BNY Mellon designed to enhance the capabilities, governance and resiliency of U.S. government securities clearance & U.S. tri-party repo markets. Born in the U.S. and raised in Ireland,Read more..
Terence Reynolds is a wealth advisor at Morgan Stanley. His practice focuses on creating comprehensive, institutional financial wellness programs as well as providing wealth-planning advice to families, business owners, and non-profits. Born and raised in New York, Terence graduated from St. John’s University with a B.S. in finance. He has led sales, trading, portfolio management,Read more..
Nancy Reyda is the chief operating officer for global technology at BNY Mellon, where she leads technology strategy, drives operating model simplification, manages the portfolio of technology investments, oversees third party governance, and is responsible for the technology risk and control framework. Prior to joining BNY Mellon, Reyda was the chief operating officer of globalRead more..