Wall Street 50 – 2013 – Irish America https://irishamerica.com Irish America Magazine Mon, 22 Jul 2019 14:31:17 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.10 82361074 Brian M. Travers https://irishamerica.com/2013/09/brian-m-travers/ https://irishamerica.com/2013/09/brian-m-travers/#respond Wed, 11 Sep 2013 03:49:08 +0000 http://irishamerica.com/?p=17200 Read more..]]> Managing partner at Travers & Associates, Brian M. Travers has extensive experience in life insurance, estate planning, charitable giving, and wealth transfer strategies. His firm works specifically with high net worth families to implement life insurance strategies, and assists in fundamental estate tax planning strategies that protect his clients’ heirs and their charitable interests.

Born in Brooklyn, Brian is a third-generation Irish American on his father’s side. He is a member of the American Ireland Fund and supports a number of charitable causes. He is currently chairman of the Day One Foundation, which was recently established to assist underprivileged children gain access to health care and education. He is an active member of the Stony Brook Children’s Hospital Task Force and the Wounded Warrior Project, which for a decade has aimed to create a network of support for America’s wounded soldiers. He and his firm support One Warm Coat and are partners with Men’s Warehouse National Suit Drive campaigns.

Brian lives with his wife, Michelle, and their two sons, Nicholas and Brandon, in Kings Park on Long Island.

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Anita M. Sands https://irishamerica.com/2013/09/anita-m-sands-2/ https://irishamerica.com/2013/09/anita-m-sands-2/#respond Wed, 11 Sep 2013 03:48:53 +0000 http://irishamerica.com/?p=17198 Read more..]]> Anita M. Sands is the former chief operating officer of UBS Wealth Management Americas, where she most recently served as group managing director and head of Change Leadership. 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 senior vice president in the history of the company.

Anita was recently named one of “ The TEN to Watch” by Registered Rep. 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 Belfast. She attended Carnegie Mellon University where, as a Fulbright Scholar, she graduated with a master’s in public policy and management. She is also a graduate of the London School of Music, and a former all-Ireland public speaking champion. She was born in Drogheda, Co. Louth.

Anita received the 2012 Women of Concern Award from the Irish relief organization Concern Worldwide, U.S.

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Sharon T. Sager https://irishamerica.com/2013/09/sharon-t-sager-4/ https://irishamerica.com/2013/09/sharon-t-sager-4/#respond Wed, 11 Sep 2013 03:47:18 +0000 http://irishamerica.com/?p=17196 Read 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. Barron’s has named her to its Top 100 Women Financial Advisors each year since its inception in 2006, and she was recently featured in Barron’s “Best Advice” column.

A native New Yorker, Sharon earned a B.A. from the College of Mount Saint Vincent. Her father’s family, the O’Tooles, are from Galway, and her mother’s family, the Carrolls, hail from Cork. She and her husband, Loring Swasey, live in Manhattan and Remsenburg, Long Island. She is co-chairman of the of Overseers for the Alzheimer’s Drug Discovery Foundation, secretary of the board for Careers Through Culinary Arts, a member of The Economic Club of New York and the Financial Women’s Association, and was a mentor with the CEO-UBS Small Business Advisory Program.

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Tim Ryan https://irishamerica.com/2013/09/tim-ryan-2/ https://irishamerica.com/2013/09/tim-ryan-2/#respond Wed, 11 Sep 2013 03:46:32 +0000 http://irishamerica.com/?p=17194 Read more..]]> Tim Ryan is vice chairman and the Markets, Strategy and Stakeholders leader at PwC. He has over 25 years of diversified experience serving clients in the financial services industry in the U.S. and internationally. Prior to his current role, Tim led PwC’s Assurance practice. In addition, he led PwC’s Financial Services practice and its Consumer Finance practice.

Tim was a member of PwC’s “Closing the Expectation Gap Committee,” which designed and implemented improvements to PwC’s audit process to address the expectations of constituents and accounting standards. He has also served on the U.S. board of partners and principals and the board’s admissions committee, the management evaluation and compensation committee, and the clients committee. Tim has also served on the network’s global board.

Tim is a certified public accountant in Massachusetts and New York, and a member of the American Institute of Certified Public Accountants. He serves on the board of trustees for the Securities and Exchange Commission Historical Society. A Boston native, Tim is a graduate of Babson College. He is the proud father of six children.

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Brian Ruane https://irishamerica.com/2013/09/brian-ruane-7/ https://irishamerica.com/2013/09/brian-ruane-7/#respond Wed, 11 Sep 2013 03:45:26 +0000 http://irishamerica.com/?p=17192 Read more..]]> Brian Ruane is a member of the Executive Committee for Pershing, a BNY Mellon company, and a member of BNY Mellon’s Operating Committee. He is responsible for Broker-Dealer Services, U.S. Tri-Party Services, Derivatives Clearing and co-leads Pershing Prime Services. Prior to his current role, Brian was CEO of BNY Mellon’s Alternative Investment and Broker-Dealer Services. He is a member of the board of directors of BNY Mellon Clearing International Limited, and BNY Mellon’s Sovereign Wealth Advisory Group. He is also a member of the advisory board of the UCD Michael Smurfit Graduate School of Business and the Frank G. Zarb School of Business, from which he received an M.B.A. in international finance.

Born in the U.S. and raised in Ireland, Brian is a graduate of the Chartered Association of Certified Accountants in the U.K. and Ireland. His father comes from Crossmolina, Co. Mayo and his mother from Drumhaldry, Co. Longford. He and his wife, Anna, who is from Dublin, live in New York with their four children.

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Sean H. Reynolds https://irishamerica.com/2013/09/sean-h-reynolds/ https://irishamerica.com/2013/09/sean-h-reynolds/#respond Wed, 11 Sep 2013 03:44:55 +0000 http://irishamerica.com/?p=17190 Read more..]]> As senior portfolio manager for all capital structure and convertible securities-based strategies with Lazard Asset Management in New York, Sean H. Reynolds manages $3 billion assets under management in hedge fund and alternatives investments, and is the recipient of several awards from Lazard Rathmore, including the Absolute Returns Arbitrage Fund of the Year in 2010. He joined Lazard in 2007 and prior to that worked as a portfolio manager for convertible arbitrage strategies at SAC Capital Management, and held a similar position at Clinton Group, Inc. He also worked  for Deutsche Bank Securities.

Sean was born in Drogheda, Co. Louth and says that his Irish heritage is “everything” to him. He is an alumnus of Trinity College Dublin, where he earned a B.A. in math and a B.A.I. (B.Sc) in engineering. He earned his M.B.A. from the Wharton School of the University of Pennsylvania.

Sean is currently on the U.S. Advisory Board of TCD, the Hunstsman International Advisory board of the University of Pennsylvania, and is a board member of the international humanitarian agency GOAL U.S.A, Inc. He lives in Westchester County, New York.

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George Reilly https://irishamerica.com/2013/09/george-reilly/ https://irishamerica.com/2013/09/george-reilly/#respond Wed, 11 Sep 2013 03:43:00 +0000 http://irishamerica.com/?p=17188 Read more..]]> George Reilly is the senior financial planner and services executive at Reilly Financial Group, an office of MetLife in Piscataway New Jersey.  He graduated from Brown University with a B.A. in business and economics and joined MetLife in 1993. He has been with the company ever since and has a long list of honors and accomplishments, including induction into the MetLife Hall of Fame, National Sales Achievement Award, Million Dollar Round Table, and life membership of the Chairman’s Council. He is also on the board of the Planned Giving and Estate Planning Committee’s Catholic Charity, is a member of the National Association of Industrial Office Properties and of the board for Somerset College.

Born in Staten Island, New York to Jay and Paulette Reilly, George has a deep and abiding respect for his Irish ancestry. “I learned the importance of faith, work ethic, family, sense of humor and story-telling from my Irish relatives,”  he said, relating that “as financial planners, we can educate our clients through stories. This art of storytelling evolved in Ireland and for that I am truly grateful.”

George, whose grandfather was born in Co. Clare, lives in New Jersey with his wife, Ann, and his three daughters, Meg, Katie, and Trish.

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Terrence Purcell https://irishamerica.com/2013/09/terrence-purcell/ https://irishamerica.com/2013/09/terrence-purcell/#respond Wed, 11 Sep 2013 03:42:10 +0000 http://irishamerica.com/?p=17186 Read more..]]> As principal investment officer for the $26.7 billion State of Connecticut Retirement Plans & Trust Funds (CRPTF), Terrence has primary responsibility for the CRPTF’s investments in hedge funds, private equity, real assets, venture capital and opportunistic investments. In addition, he assists in setting policy for the CRPTF’s public equity and emerging manager programs. Institutional Investor Magazine recently named Terrence as a 2013 Hedge Fund Rising Star. Prior to joining the CRPTF in early 2012, Terrence was managing partner of Purcell Capital Management LLC, a hedge fund firm he founded in 1998.

A second-generation Irish American with roots in Kilkenny and Strabane, Terrence was born in Philadelphia. He earned a B.S. in economics from the Wharton School of the University of Pennsylvania and an M.B.A. in finance from the Stern School of Business at New York University.

Terrence and his wife, Kristin, live with their two daughters in Fairfield County.

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Michael Pryce https://irishamerica.com/2013/09/michael-pryce/ https://irishamerica.com/2013/09/michael-pryce/#respond Wed, 11 Sep 2013 03:41:23 +0000 http://irishamerica.com/?p=17184 Read more..]]> Michael Pryce is head of portfolio risk management and director of financial institutions in New York for National Australia Bank (NAB), the largest financial institution in Australia, based on market capitalization and assets. He manages a multi-billion dollar portfolio of counter party credit and market risk for NAB’s U.S. Financial Institutions group of global banks, sovereigns and diversified financial institutions. Prior to joining NAB, Michael was a vice president at Credit Lyonnais and previously managed their Securities Lending Operation. Earlier in his career, he established and ran the Securities Lending Asia Desk at Bankers Trust.

Michael is also President of HOPe (Helping Other People), a non-profit development organization that oversees capacity building projects in Ethiopia, South Africa, Peru and Costa Rica. He is a founding member of the Irish International Business Network  in New York and a mentor in their Irish Executive Mentorship Program. He is involved in the Irish Business Organization and the University College Cork Alumni Association. Born in New York and raised in Ireland, Michael graduated from UCC with a bachelor’s degree in commerce and he also holds an M.B.A. from Fordham University, where he graduated with honors in finance. Michael and his wife, Emmy-winning producer Maura Kelly, reside in Westchester, New York.

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Thomas O’Connor https://irishamerica.com/2013/09/thomas-oconnor/ https://irishamerica.com/2013/09/thomas-oconnor/#respond Wed, 11 Sep 2013 03:40:56 +0000 http://irishamerica.com/?p=17181 Read more..]]> Thomas O’Connor is a managing director, senior portfolio manager and co-head for the Montgomery Fixed Income team at Wells Capital Management. Prior to joining the firm in 2000, Tom was a senior portfolio manager in charge of Agency mortgages at Vanderbilt Capital Advisors (formerly ARM Capital Advisors). Earlier, Tom was a senior trader of Agency mortgages in both a proprietary and market-making role at the Union Bank of Switzerland. He was also a senior trader at First Boston and Smith Barney. Tom has been in the investment industry since 1988. He earned a bachelor’s degree in business administration from the University of Vermont and has earned the right to use the CFA designation.

A third-generation Irish American, Thomas’s patrilineal Irish roots lie in Ulster. He was born in Hempstead, NY and received his B.S. in finance from the University of Vermont. He has two children, Liam and Abigail.

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