Ellen is a partner with PwC 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..
Archive for October, 2019
Thomas Tracy is the Chief Client Officer for Aspiriant, the nation’s leading independent wealth management firm with 11 offices and over $12 billion in assets under management. Tom is responsible for developing Aspiriant’s client service offering and providing a superior client experience. He has provided comprehensive personal financial and investment planning services to hundreds ofRead more..
Brian Sweeney is a director within NASDAQ’s Global Information Services. In his role he is responsible for sales of NASDAQ’s proprietary market data, which includes Global Index and alternative data to clients in the Americas region. Brian’s journey moved him to New York in the mid ’90’s where he started his financial career. From hisRead more..
Kathryn Spain is the Head of European Equity Sales in North America for Credit Suisse. Currently based in New York, she previously managed the international distribution platform for the western U.S. out of San Francisco for 12 years. Prior to Credit Suisse, she held positions with Investec Asset Management, Barings Asset Management, and Bank ofRead 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’sRead more..
Tim Ryan is U.S. 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..
Brian is the chief executive officer of BNY Mellon Government Securities Services & Collateral Management and a member of both BNY Mellon and Pershing Executive Committees. Government Securities Services is a wholly owned subsidiary of BNY Mellon, formed in 2017 to enhance the capabilities, governance and resiliency of the U.S. government securities and U.S. tri-partyRead more..
David Reilly is the chief information officer for Global Banking & Markets and the Enterprise Risk & Finance Technology executive at Bank of America. He leads a global team of employees who provide end-to-end technology solutions and support for the Global Banking and Global Markets businesses as well as the Enterprise Risk & Finance organizations.Read more..
Bernard E. Reidy is a managing director and the National Philanthropic Sales Executive at Bank of America Private Bank. Bernie is responsible for delivering the firm’s overall strategy and outreach to institutional and charitable organizations throughout the United States. He oversees a team of philanthropic specialists – enterprise-wide – who work in concert to developRead more..