Brian M. Travers
Managing partner at Travers & Associates, Brian M. Travers has extensive experience in life insurance, estate planning, charitable giving, and wealth transfer strategies. His firm works specifically with high net worth families to implement life insurance strategies, and assists in fundamental estate tax planning strategies that protect his clients’ heirs and their...
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Anita M. Sands
Anita M. Sands is the former chief operating officer of UBS Wealth Management Americas, where she most recently served as group managing director and head of Change Leadership. Previously, she was managing director, head of Transformational Management for Global Operations and Technology at Citigroup. Before moving to the U.S., Anita was at the Royal Bank of Canada, where in 2007, she was...
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Sharon T. Sager
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. Barron’s has named her to its Top 100 Women Financial Advisors each year since its inception in 2006, and she was recently featured in Barron’s...
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Tim Ryan
Tim Ryan is vice chairman and the Markets, Strategy and Stakeholders leader at PwC. He has over 25 years of diversified experience serving clients in the financial services industry in the U.S. and internationally. Prior to his current role, Tim led PwC’s Assurance practice. In addition, he led PwC’s Financial Services practice and its Consumer Finance practice. Tim was a member of PwC’s...
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Brian Ruane
Brian Ruane is a member of the Executive Committee for Pershing, a BNY Mellon company, and a member of BNY Mellon’s Operating Committee. He is responsible for Broker-Dealer Services, U.S. Tri-Party Services, Derivatives Clearing and co-leads Pershing Prime Services. Prior to his current role, Brian was CEO of BNY Mellon’s Alternative Investment and Broker-Dealer Services. He is a member of...
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