Wall Street 50 – 2015 – Irish America https://irishamerica.com Irish America Magazine Mon, 15 Jul 2019 20:00:35 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.10 82361074 Joseph A. Sullivan https://irishamerica.com/2015/09/joseph-a-sullivan/ https://irishamerica.com/2015/09/joseph-a-sullivan/#respond Tue, 29 Sep 2015 00:49:11 +0000 http://irishamerica.com/?p=23302 Read more..]]> Joe Sullivan is chairman and CEO of Legg Mason, Inc., a New York Stock Exchange-listed global asset management firm, a position he has held since 2012. With over 30 years of industry experience, he also serves as a current trustee and former chair of the Securities Industry Institute and is a former member of the New York Stock Exchange Hearing Board. Prior to joining Legg Mason in 2008 as head of global distribution and chief administrative officer, Sullivan served on the board of directors of Stifel Financial and as executive vice president and head of Fixed Income Capital Markets for Stifel Nicolaus.

Joe holds a B.A. in economics from St. John’s University in Minnesota, and is a graduate of the Securities Industry Institute at the Wharton School of Business at the University of Pennsylvania. He is active in public service and committed to improving education by serving or having served as a member of the board of trustees for Johns Hopkins Medicine, Johns Hopkins Carey Business School Financial Services Advisory Board, Catholic Charities, St. Ignatius Loyola Academy, chair of the board of trustees of Loyola Blakefield School, and president of the Baltimore Youth Hockey Association. His ancestors, Eugene T. Sullivan and Bridget Downing, were born in 1845 in County Cork.

https://irishamerica.com/2015/09/joseph-a-sullivan/feed/ 0 23302
Emmet Savage https://irishamerica.com/2015/09/emmet-savage/ https://irishamerica.com/2015/09/emmet-savage/#respond Tue, 29 Sep 2015 00:48:16 +0000 http://irishamerica.com/?p=23298 Read more..]]> Emmet Savage is CEO and co-founder of Rubicoin, a Dublin and New York based company with a mission to get the world investing. Over the past 20 years, Emmet has taught stock investing to wide audiences, contributed as a writer to The Motley Fool and broadcast all decisions relating to his personal portfolio. In January 2014, the audited average annual return of his personal stock portfolio was in excess of 24.4% per year for eleven years. For the last 5 years, his return was 44% per annum. Almost everything he owns is invested in U.S.-listed stocks.

Rubicoin stands for getting started, moving new investors from Zero to One. Emmet’s passion is to make it simple for people to start investing by giving straightforward instructions on how to buy shares and make clear choices on what shares to buy. Rubicoin has developed proprietary technology to make it easy for new investors to identify and buy great stocks that they believe in.

Emmet was born, educated, and lives in Dublin, Ireland. He studied Physics in Dublin City University, Finance in the Irish Management Institute, and Business Strategy at Trinity College Dublin.


https://irishamerica.com/2015/09/emmet-savage/feed/ 0 23298
Sharon T. Sager https://irishamerica.com/2015/09/sharon-t-sager-6/ https://irishamerica.com/2015/09/sharon-t-sager-6/#respond Tue, 29 Sep 2015 00:47:39 +0000 http://irishamerica.com/?p=23295 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. Sharon is only one of sixteen women to be named to Barron’s “Top 100 Women Financial Advisors” each year since the list’s inception in 2006, and was also featured in Barron’s “Best Advice” column. Sharon was also most recently named to the 2014 Financial Times Top 400 Advisors. In June, UBS presented Sharon with the “Aspire” award, a recognition that she serves as a role model for other advisors and as a culture carrier for the firm.

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 Long Island. She is co-chairman of the board of Overseers for the Alzheimer’s Drug Discovery Foundation, secretary of the board for Careers Through Culinary Arts Programs, a member of the Economic Club of NY and the Financial Women’s Association, and was a mentor with the Clinton Economic Initiative UBS Small Business Advisory Program.


https://irishamerica.com/2015/09/sharon-t-sager-6/feed/ 0 23295
Thomas F. Ryan Jr. https://irishamerica.com/2015/09/thomas-f-ryan-jr/ https://irishamerica.com/2015/09/thomas-f-ryan-jr/#respond Tue, 29 Sep 2015 00:46:24 +0000 http://irishamerica.com/?p=23291 Read more..]]> Thomas F. Ryan Jr. has served as a director of Repligen since September 2003 and is currently a private investor. He served as the President and Chief Operating Officer of the American Stock Exchange from October 1995 to April 1999. Prior to 1995, Tom held a variety of positions at the investment banking firm of Kidder, Peabody & Co., serving as the firm’s Chairman in 1995.

A third-generation Irish American with roots in County Cork, Tom is the grandson of a Boston policeman and grew up in the predominantly Irish-Catholic neighborhood of Brighton, Massachusetts, just outside of Boston. He holds a B.A. from Boston College and is a graduate of the Boston Latin School.

Tom is a Director for the New York State Independent System Operator, a director for BNY Mellon Asset Management Mutual Funds Board. His qualifications to sit on the company’s Board of Directors of Repligen include his years of experience in the areas of securities trading and investment banking.


https://irishamerica.com/2015/09/thomas-f-ryan-jr/feed/ 0 23291
Ronan Ryan https://irishamerica.com/2015/09/ronan-ryan-2/ https://irishamerica.com/2015/09/ronan-ryan-2/#respond Tue, 29 Sep 2015 00:45:40 +0000 http://irishamerica.com/?p=23287 Read more..]]> Ronan Ryan is the Chief Strategy Officer, and co-founder of IEX, a fair, simple & transparent equity trading venue. A graduate of Fairfield University with a degree in International Studies, Ronan has over 18 years’ experience in networking infrastructure. He was the head of Financial Services Development at Switch and Data before moving to RBC Capital Markets, where he became head of Electronic Trading Strategy and was instrumental in developing THOR, RBC’s award-winning trading technology.

Ronan and his parents are all natives of Dublin. He moved to America in 1990 at age 16 and accredits a lot of his business initiative to his Irish heritage, because, as he says, “to be Irish is to be innovative.”

In 2014, he and IEX made global headlines when they were featured prominently in Michael Lewis’s latest best-seller, Flash Boys: A Wall Street Revolt. Articles in The New York Times, The Wall Street Journal, interviews with BBC and a feature on “60 Minutes” all highlighted the success of Ronan’s start-up stock market. In 2015, IEX continued to grow market share to become the 3rd largest Alternative Trading System in the United States. Ronan and his wife Kara have two children, Emma and Jack.


https://irishamerica.com/2015/09/ronan-ryan-2/feed/ 0 23287
Brian Ruane https://irishamerica.com/2015/09/brian-ruane-9/ https://irishamerica.com/2015/09/brian-ruane-9/#respond Tue, 29 Sep 2015 00:44:46 +0000 http://irishamerica.com/?p=23284 Read more..]]> Brian is the CEO of BNY Mellon Broker Dealer & Tri-Party Collateral Services. In 2015, BNY Mellon successfully led efforts to reform and strengthen the $3 trillion U.S. tri-party repo market, allowing the company to reduce the secured credit extended in the tri-party repo market by 97 percent, resulting in the practical elimination of credit, a critical goal the Industry of Task Force for U.S. Tri-Party Infrastructure Reform.

Brian is also responsible for BNY Mellon’s Bank, Broker-Dealer and Advisor Market Segment. Prior to his current role, Brian was CEO and founder of Alternative Investment Services and co-head of Pershing Prime Brokerage Services. He is a member of the executive committee of Pershing LLC and the board of directors of Promontory Interfinancial Network, as well as a member of the advisory board to the UCD Michael Smurfit School of Business and the Frank G. Zarb School of Business in New York.

His father Anthony comes from Cominch, County Mayo and his mother Rose from Drumhaldry, Co. Longford. In 2011, Irish America honored Brian as the Wall Street 50 Keynote Speaker. He and his wife, Anna, who is also from Dublin, live in New York with their four children, Sarah, Emma, Jack, and Ellie.

https://irishamerica.com/2015/09/brian-ruane-9/feed/ 0 23284
James O’Donnell https://irishamerica.com/2015/09/james-odonnell-3/ https://irishamerica.com/2015/09/james-odonnell-3/#respond Tue, 29 Sep 2015 00:43:57 +0000 http://irishamerica.com/?p=23281 Read more..]]> James O’Donnell is a managing director and global head of Investor Sales and Relationships at Citi. He joined Citi in 1999 and served as head of U.S. Equities for four years. Afterwards, he was co-head of Global Investor Sales, and was appointed to his current position in 2008.

Jim is responsible for the distribution of Global Markets products to Citi’s Equities, Fixed Income, Currencies and Commodities clients.

Prior to joining Citi, he was president and CEO of HSBC Securities Inc. His responsibilities included all equity, debt, futures and investment banking operations for HSBC in the U.S. He was also CEO of HSBC James Cape, HSBC’s global equity business. Before his tenure at HSBC, Jim was president and CEO of NatWest Securities in the U.S. He also held various roles at Drexel Burnham Lambert.

Jim received his B.A. in comparative religion from Princeton. He is second-generation Irish American, with his father’s family hailing from Dublin and his mother’s from Galway. He credits his Irish heritage, along with his family and his faith, as being the foundation of his life.


https://irishamerica.com/2015/09/james-odonnell-3/feed/ 0 23281
Dan O’Connell https://irishamerica.com/2015/09/dan-oconnell-2/ https://irishamerica.com/2015/09/dan-oconnell-2/#respond Tue, 29 Sep 2015 00:42:45 +0000 http://irishamerica.com/?p=23278 Read more..]]> Dan O’Connell is a Managing Director of Wealth Management at Merrill Lynch. He graduated from Villanova University with a B.A. and joined Merrill Lynch in 1983.

Dan has advised high net worth families for over 30 years. The O’Connell Group has been entrusted with over $2 billion (as of January 2015) in assets for individuals, families, foundations, and privately-held companies.

He has been named as one of the Top 100 Financial Advisors in America by both Barron’s and Registered Rep. Dan has also been recognized by the Financial Times as a Top 400 Global Advisor. For the past 20 years, Dan has been a member of the Merrill Lynch Circle of Champions and remains active with various boards and charities.

A native of Port Washington, New York, Dan is a third-generation Irish American with roots in counties Cork, Kerry and Waterford.

Dan and his wife Sue reside in Sands Point on Long Island and have four children, Molly, Daniel, Jack, and Moira.


https://irishamerica.com/2015/09/dan-oconnell-2/feed/ 0 23278
Anthony O’Callaghan https://irishamerica.com/2015/09/anthony-ocallaghan-3/ https://irishamerica.com/2015/09/anthony-ocallaghan-3/#respond Tue, 29 Sep 2015 00:41:17 +0000 http://irishamerica.com/?p=23274 Read more..]]> Tony O’Callaghan is a director and relationship manager for Credit Suisse Private Banking USA, and has over 32 years of experience as an investment professional. Prior to joining Credit Suisse in 1994, he was with Kidder, Peabody & Co. for 12 years.

Tony 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 B.A. in economics from Michigan State University.

He is a fourth-generation Irish American whose great-grandfather came to the U.S. in the late 19th century. Tony’s branch of the O’Callaghans traces back to the town of Mallow in County Cork, where you can still see the ruins of the once great O’Callaghan castle. He and his wife Patti have three children: Anthony Ryan, Julia Britten, and Bonnie Diane. They have all visited Ireland and speak to their friends there regularly.


https://irishamerica.com/2015/09/anthony-ocallaghan-3/feed/ 0 23274
Terrence Murphy https://irishamerica.com/2015/09/terrence-murphy/ https://irishamerica.com/2015/09/terrence-murphy/#respond Tue, 29 Sep 2015 00:40:16 +0000 http://irishamerica.com/?p=23269 Read more..]]> Terrence Murphy is president and chief executive officer of ClearBridge Investments, a well-established global investment manager with a legacy dating back more than 50 years.

Appointed president in 2011 and CEO in 2012, Terrence has more than 26 years of financial industry experience and also serves as chairman of the ClearBridge Management and Risk Committees. Prior to his current positions, he served as Interim Chief Financial Officer of Legg Mason Inc., COO at ClearBridge Investments, and CFO at predecessor firm Citigroup Asset Management.

Born in Far Rockaway, Queens, New York, Terrence holds an M.B.A. in banking and finance from Hofstra University and a bachelor’s in accounting from Adelphi University.

A fourth-generation Irish American with paternal roots in County Cork, Terrence attributes his ethical priorities to his sense of heritage. He says: “My Irish heritage has taught me the value of hard work, ambition, and dedication. My ancestors have instilled a strong sense of community, to be grateful for those in our lives and the importance of helping others.”

He and his wife Mindy have two children, Jack and Samuel, and live in New York.

https://irishamerica.com/2015/09/terrence-murphy/feed/ 0 23269