Vincent Walsh

Vince Walsh, director of operational risk management practice within KPMG’s Financial Services Advisory Services, has a Wall Street career spanning thirty years. He has spent the past twelve years with KPMG’s Financial Services Advisory Practice. He is KPMG’s operations leader for banks and brokers responding to the new IRS cost basis reporting requirements effective next year. Vince is...

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Sharon T. Sager

Sharon T. Sager is a senior vice president and private wealth advisor at UBS Private Wealth Management. 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 for the past five years. A native New Yorker, Sharon began her career in textiles and...

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Tim Ryan

Tim Ryan leads the U.S. Assurance Practice for PricewaterhouseCoopers and serves various clients. Prior to this, Tim led PwC’s U.S. Financial Services practice. Tim has also led PwC’s Consumer Finance Group and was a member of the PwC’s Closing the Expectation Gap committee. Tim has served on the U.S. Board of Partners and Principals and its Admissions Committee, the Management Evaluation...

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Brian Ruane

Brian Ruane was appointed CEO of BNY Mellon Alternative Investment Services (AIS) in November 2009. After completing the acquisition of PNC’s Global Investment Servicing business, AIS is now the second largest global hedge fund services provider with $355 billion in assets under administration and custody. He is a member of the operating committee of BNY Mellon and the board of directors...

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Joseph Regan

Joe Regan, managing director, is the chief risk officer of J.P. Morgan’s Asset Management line of business. Joe oversees risk management across the business groups of private bank, private wealth management and investment management. He also serves on the Asset Management Operating Committee. An employee of J.P. Morgan since 1986, Joe has had a variety of financial, risk and operating roles...

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