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 since...

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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 governors for the ICI and previously as chair of the Securities Industry...

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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 College for his B.A. and master’s degree in...

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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, and then by UBS. Sharon is only one of 16 women to be named to Barron’s Top 100 Women Financial Advisors each year since the list’s inception in 2006, and was also...

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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...

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