Wall Street 50 – 2011 – Irish America https://irishamerica.com Irish America Magazine Sat, 20 Jul 2019 03:40:28 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.10 82361074 Vincent Walsh https://irishamerica.com/2011/12/vincent-walsh/ https://irishamerica.com/2011/12/vincent-walsh/#respond Mon, 26 Dec 2011 04:21:11 +0000 http://irishamerica.com/?p=1269 Read more..]]> Vince Walsh, director of operational risk management practice within KPMG’s Financial Services Advisory Services, has a Wall Street career spanning 30 years. He has spent the past 12 years with KPMG’s Financial Services Advisory Practice.

He is also KPMG’s operations leader for banks and brokers responding to the new IRS cost basis reporting requirements effective next year.

Vince is a member of the American Irish Historical Society and the Notre Dame Alumni Association, Northern NJ Chapter. He is a third-generation Irish American on his father’s side. His great-grandfather left Killala, Co. Mayo and came to the U.S. around 1858. According to Vincent, the Walsh family motto “Transfixus sed non mortuus” – “pierced but not dead” – grounds him with “a sense of determination, shared history, shared commitment and values and a shared sense of humor!” Vince lives with his wife, Susan, and two daughters, Samantha and Jacquelyn, in Chatham, New Jersey.

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George E. Sullivan https://irishamerica.com/2011/12/george-e-sullivan/ https://irishamerica.com/2011/12/george-e-sullivan/#respond Mon, 26 Dec 2011 04:20:22 +0000 http://irishamerica.com/?p=1266 Read more..]]> George E. Sullivan is executive VP and global head of State Street Corporation’s Alternative Investment Solutions group. He is responsible for the strategic direction, global sales, product structuring and operations of State Street’s hedge, private equity, offshore and real estate fund administration businesses worldwide. George joined State Street in 2007 as part of the acquisition of Investors Financial (IBT) and, after leading its successful integration into State Street, he assumed the role of COO of Alternative Investment Solutions. During his tenure in this position, the company acquired Mourant International Finance Administration.

A Boston native and third-generation Irish American with ancestors from Cork on both sides of the family, George says, “I am grateful for the qualities that were instilled in me as a result of the Irish traditions and learnings that were such a dominant part of my upbringing.” He holds a degree in economics from Boston College.

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George Scanlon https://irishamerica.com/2011/12/george-scanlon/ https://irishamerica.com/2011/12/george-scanlon/#respond Mon, 26 Dec 2011 04:19:20 +0000 http://irishamerica.com/?p=1263 Read more..]]> George Scanlon is CEO at Fidelity National Financial and brings nearly three decades of management expertise from diverse industries to this role. He joined Fidelity as COO in June 2010 from Fidelity Information Services, where he served as EVP – Finance. Prior to the FIS acquisition of Metavante in October 2009, he served as the CFO for FIS.

George received his B.A. in accounting from the University of Notre Dame, and his M.B.A. from the University of Miami. He is a member of the Gator Bowl Chairman’s Club, the Jacksonville Civic Council and the board of Leadership Jacksonville.

Born in Chicago, George is a first-generation Irish American with Irish ancestry on both sides: his father has roots in counties Roscommon and Sligo, and his mother’s family originally lived in Ennistymon, County Clare. He says of his Irish heritage: “I learned the principles of life from ancestors who were simple, honest, hard working people with fortitude, strong faith and a focus on love of family.”

George and his wife, Dianne, have two children.

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Anita M. Sands https://irishamerica.com/2011/12/anita-m-sands/ https://irishamerica.com/2011/12/anita-m-sands/#respond Mon, 26 Dec 2011 04:18:00 +0000 http://irishamerica.com/?p=1260 Read more..]]> Anita M. Sands is group managing director and COO of UBS Wealth Management Americas, and is responsible for technology, operations and corporate shared services, along with designing and executing the organization’s transformational strategy.

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 appointed as the youngest ever senior vice president in the history of the company.

Anita was recently named one of “The TEN to Watch” by Registered Rep for 2012. Her educational background includes a Ph.D. in atomic and molecular physics and a first class honors degree in physics and applied mathematics from Queen’s University of Belfast. She attended Carnegie Mellon University where, as a Fulbright Scholar, she graduated with a master’s in public policy and management. Anita has been involved in numerous non-profit boards and is a graduate of the London School of Music, and a former all-Ireland public speaking champion.

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Sharon T. Sager https://irishamerica.com/2011/12/sharon-t-sager/ https://irishamerica.com/2011/12/sharon-t-sager/#respond Mon, 26 Dec 2011 04:16:58 +0000 http://irishamerica.com/?p=1257 Read more..]]> Sharon T. Sager is a senior vice president 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. She has appeared on CNBC’s Squawk on the Street and Closing Bell. A native New Yorker, Sharon began her career in textiles and fashion upon receiving a BA from The College of Mount Saint Vincent.

She is the secretary of the board of directors of Careers Through Culinary Arts, on the Board of Overseers for the Alzheimer’s Drug Discovery Foundation and the Chairman’s Circle of the James Beard Foundation, and an active member of The Economic Club of New York, the Financial Women’s Association, and 85 Broads. Sharon also works with the CEO-UBS Small Business Advisory Program, which is run by the Clinton Foundation’s Economic Opportunity Initiative and UBS and is focused on helping small businesses grow and create new jobs in the community.

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Timothy Ryan https://irishamerica.com/2011/12/timothy-ryan-2/ https://irishamerica.com/2011/12/timothy-ryan-2/#respond Mon, 26 Dec 2011 04:15:47 +0000 http://irishamerica.com/?p=1254 Read more..]]> Tim Ryan is vice chairman and the leader of PwC’s Assurance Practice. He has over 20 years of experience serving clients in the financial services industry in the U.S. and internationally. Prior to his current position, Tim led PwC’s U.S. Financial Services practice. He has served on the U.S. Board of Partners and Principals and its Admissions Committee, the Management Evaluation and Compensation Committee, the Clients Committee and on the firm’s Global Board of Directors. He has also served several of the firm’s major financial services clients, has been published or quoted in numerous publications and is a frequent contributor to industry events.

A certified public accountant, Tim is a graduate of Babson College, where he received degrees in accounting and communications. A second-generation Irish American and a Boston native, he joined the firm after graduation and currently resides in the area with his family.

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Joseph P. Quinlan https://irishamerica.com/2011/12/joseph-p-quinlan/ https://irishamerica.com/2011/12/joseph-p-quinlan/#respond Mon, 26 Dec 2011 04:14:53 +0000 http://irishamerica.com/?p=1251 Read more..]]> Joseph P. Quinlan has served as chief market strategist and managing director at Bank of America, U.S. Trust since 2003. He is also responsible for the firm’s global thematic research. He holds a B.A. in political science from Niagara University, and an M.A. in International Political Economics and Development from Fordham University. He lectures on global finance at Fordham and is on faculty at New York University. In 1998, he was nominated as an Eisenhower Fellow and is presently a Senior Fellow at the German Marshal Fund in Brussels and a fellow at the Center for Transatlantic Relations. He is the author of several books, including The Last Economic Superpower, which was voted as one of the best business books on globalization in 2011.

Joe and his wife, Karen, have three children. He has roots in Co. Meath on his father’s side and says, “My Irish heritage has instilled in me undeterred optimism and determination, underwritten by hard work, resiliency, and yes, a little luck.”

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Tony O’Callaghan https://irishamerica.com/2011/12/tony-ocallaghan/ https://irishamerica.com/2011/12/tony-ocallaghan/#respond Mon, 26 Dec 2011 04:13:54 +0000 http://irishamerica.com/?p=1248 Read more..]]> Anthony “Tony” O’Callaghan is a director and relationship manager for Credit Suisse Private Banking USA, based in New York. Tony has over 28 years of experience as an investment professional. Prior to joining Credit Suisse (DLJ) in 1994, he was with Kidder, Peabody & Co. for 12 years. Tony’s focus is on providing wealth management solutions for corporations, foundations and pension plans as well as senior corporate officers, family offices and ultra high net worth and high net worth individuals. He is among the most senior advisors in Credit Suisse’s Private Banking USA, with particular expertise in asset allocation and fixed income. He earned his BA in economics from Michigan State University.

A fourth-generation Irish American whose great-grandfather came to the United States in the late 19th century, Tony notes that his branch of the O’Callaghans traces back to County Cork, where you can still see the ruins of the once great O’Callaghan castle just outside the town of Mallow. Tony and his wife, Patti, have three children: Anthony Ryan, Julia Britten and Bonnie Diane. They have all visited Ireland regularly.

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Declan O’Beirne https://irishamerica.com/2011/12/declan-obeirne/ https://irishamerica.com/2011/12/declan-obeirne/#respond Mon, 26 Dec 2011 04:12:52 +0000 http://irishamerica.com/?p=1245 Read more..]]> Declan O’Beirne is vice president and CFO of John Hancock’s broker/dealers in the U.S., including Signator Investors, Inc., John Hancock Funds LLC, and John Hancock Distributors LLC. In addition, he serves as the CFO of two of John Hancock’s distribution companies: Signator Insurance Agency, Inc. and John Hancock Financial Network.

Prior to joining John Hancock, Declan was CFO of GunnAllen Holdings, Inc. and also held the posts of executive vice president and CFO of GunnAllen Financial, Inc.

A graduate of the University of Alabama at Birmingham, Declan holds a BS degree in Accounting and has a FINRA Series 27 license. Born in Ireland, he now resides in Tampa, Florida with his wife, Leighanne, and two children, Colin and Ciara. Declan notes, “I am proud of my Irish heritage. It gives me a profound connection to a wonderful people and dynamic culture, and it is something I cherish sharing with my children and family.”

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Kathleen Murphy https://irishamerica.com/2011/12/kathleen-murphy-2/ https://irishamerica.com/2011/12/kathleen-murphy-2/#respond Mon, 26 Dec 2011 04:12:01 +0000 http://irishamerica.com/?p=1242 Read more..]]> Kathleen Murphy is president of Personal Investing, a unit of Fidelity Investments, which is the largest mutual fund company in the United States, one of the largest retail brokerage companies and the number one provider of workplace retirement savings plans. Kathy assumed her current position in January 2009. Her business serves nearly 13 million accounts and she is responsible for over one trillion dollars in assets. Prior to joining Fidelity, Kathy was CEO of ING U.S. Wealth Management. She received her BA summa cum laude from Fairfield University in 1984, and earned her JD with highest honors from the University of Connecticut. She is recognized by Fortune magazine as one of the top 50 women in American business.

Kathy serves on several boards, including America’s Promise, the Smurfit School of Business at the University of Dublin, and the Securities, Investment and Financial Markets Association. Kathy’s father’s family is from Cork and her mother’s is from Kerry. A third-generation Irish American, she is married with one son.

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