Archive for October 9th, 2017

Stephanie Whittier 

Stephanie Whittier co-heads the foundation and 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 with a B.S. in accounting and has sinceRead more..

Joe Sullivan

Since 2012 Joe Sullivan has served as chairman and CEO of Legg Mason, a NYSE-listed global asset management firm. He joined the firm in 2008 as head of global distribution and then became chief administrative officer. Joe was the recipient of Fund Action’s 2017 “Fund Leader of the Year.” He serves on the board of governorsRead more..

Martin Sheerin

Martin Sheerin is the chief financial officer of John Hancock Financial Services, the U.S. division of the Toronto-based company Manulife. Martin was born in Dublin, as were both of his parents, though his father’s family roots can be traced to counties Wicklow and Meath and his mother’s in part to County Armagh. Martin attended Trinity CollegeRead more..

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, and then by UBS. Sharon is only one of 16 women to be named to Barron’s Top 100 Women Financial Advisors eachRead more..

Meredith Ryan-Reid

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 Richmond and M.B.A. fromRead more..

Tim Ryan

Tim Ryan is senior partner and chairman of PwC U.S. and the 2017 Wall Street 50 Awards Dinner keynote speaker. Ryan, who assumed his current role last July, has quickly become one of the most significant executives for his unparalleled opening of a dialogue at PwC and with more than 270 other CEOs around issuesRead more..

Brint Ryan

Brint Ryan is the founder, CEO, and chairman of the board of directors for Ryan, LLC, a Dallas-based multi-national leader in the tax services industry. Ryan ended its 25th anniversary year in 2016 as the largest indirect tax practice in North America with a record annual revenue of more than $475 million. This year, Ryan wasRead more..

James W. Reid

James W. Reid is an executive vice president of MetLife’s U.S. business region responsible for leading regional & small business solutions and the U.S. direct business. James was born in Massachusetts and acquired his B.S. from the Ohio State University. He completed executive programs at Columbia University’s Business School as well as Harvard Business School.Read more..

Michael Pryce

Michael Pryce is head of portfolio risk management and director of financial institutions in New York for National Australia Bank (NAB), a top 30 global bank. He manages a multi-billion dollar portfolio of counter party credit and market risk for NAB’s U.S. financial institutions group as well as its corporate clients. Prior to joining NAB, Michael was aRead more..

Thomas F. O’Neill

Thomas F. O’Neill is vice chairman at Incapital, advising the firm’s capital markets group and financial institutions group on all aspects of their businesses. He is the well-known co-founder of investment banking and brokerage firm Sandler O’Neill & Partners, where he spent 22 years. Most recently, he was the co-chief executive officer of The Kimberlite Group,Read more..