Wall Street 50 – 2017 – Irish America https://irishamerica.com Irish America Magazine Thu, 18 Apr 2019 19:22:17 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.10 82361074 Stephanie Whittier  https://irishamerica.com/2017/10/stephanie-whittier/ https://irishamerica.com/2017/10/stephanie-whittier/#respond Mon, 09 Oct 2017 05:51:11 +0000 http://irishamerica.com/?p=32638 Read more..]]> 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 held positions across Morgan Stanley’s many sectors, including investment banking, real estate, and institutional equity. She has authored articles on issues relating to family office management, and has expertise in business and product development, business administration, risk management, finance, and personal wealth management.

Stephanie serves on the boards of Grace Outreach, Hand in Hand, and National Executive Services Corps. She also works actively with Student Sponsored Partners and Christo Rey Schools, which recruits at-risk students motivated to take advantage of the opportunity for a quality high school education.

A second-generation Irish American with roots in Mayo and Tipperary, Stephanie is involved in fundraising efforts for St. Patrick’s Cathedral in New York.

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Joe Sullivan https://irishamerica.com/2017/10/joe-sullivan-2/ https://irishamerica.com/2017/10/joe-sullivan-2/#respond Mon, 09 Oct 2017 05:50:44 +0000 http://irishamerica.com/?p=32634 Read more..]]> 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 Institute and the Fixed Income Committee of the National Association of Securities Dealers. He is also a board member of the Bond Market Association and NYSE Hearing.

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

 

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Martin Sheerin https://irishamerica.com/2017/10/martin-sheerin/ https://irishamerica.com/2017/10/martin-sheerin/#respond Mon, 09 Oct 2017 05:49:02 +0000 http://irishamerica.com/?p=32631 Read more..]]> 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 mathematics. His first job was that of an Irish army reservist, primarily undertaking guard duties. Before taking on his current role in 2016, he was vice president and chief financial officer for John Hancock Annuities and held previous various roles at Aviva USA and Irish Life Assurance.

Genealogy is a keen interest of Martin’s, and he has studied his family tree as far back as records go, finding that he has relations in not only the U.S. and Ireland but England, Canada, Australia, New Zealand, and Hong Kong, among others. “Despite having emigrated over 30 years ago, I still consider myself Irish,” he says. Martin is married to May Lee Low, with whom he has twin boys. They live in Boston.

 

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Sharon T. Sager https://irishamerica.com/2017/10/sharon-t-sager-9/ https://irishamerica.com/2017/10/sharon-t-sager-9/#respond Mon, 09 Oct 2017 05:48:13 +0000 http://irishamerica.com/?p=32629 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, 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 featured in Barron’s “Best Advice” column. In addition, Sharon has appeared on CNBC’s Squawk on the Street and Closing Bell. Sharon was named to the 2017 Financial Times Top 400 Advisors and Forbes Top Women Advisors 2017, as well as to REP Magazine and WealthManagement.com’s Top 50 Wirehouse Women list 2012-2015. In 2016, 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 President’s Circle, James Beard Foundation, and was a mentor with the Clinton Economic Initiative UBS Small Business Advisory Program.

 

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Meredith Ryan-Reid https://irishamerica.com/2017/10/meredith-ryan-reid-2/ https://irishamerica.com/2017/10/meredith-ryan-reid-2/#respond Mon, 09 Oct 2017 05:47:55 +0000 http://irishamerica.com/?p=32627 Read more..]]> 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 her B.A. from the University of Richmond and M.B.A. from Cornell University, where she serves as her alumni class president and member of the Johnson School advisory council.

Though Meredith says much information about her Irish ancestors prior to her paternal great-grandparents, who settled in Somerville, Massachusetts, is lost, she completed a DNA test that found she is 83 percent Irish, with Ryan roots in Tipperary. In America, her family made their living as boxers, police officers, domestics, and factory and railway workers. “I am proud of my heritage,” she says, “and never more so than when I had the honor of marching in the St. Patrick’s Day parade with Grand Marshall Alfred Smith in 2013 when I was eight months pregnant with my second child, Madeline.”

Meredith lives in Connecticut with her husband and two daughters.

 

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Tim Ryan https://irishamerica.com/2017/10/tim-ryan-6/ https://irishamerica.com/2017/10/tim-ryan-6/#respond Mon, 09 Oct 2017 05:46:14 +0000 http://irishamerica.com/?p=32622 Read more..]]> Tim Ryan is senior partner and chairman of PwC U.S. and the 2017 Wall Street 50 Awards Dinner keynote speaker. Ryan, who assumed his current role last July, has quickly become one of the most significant executives for his unparalleled opening of a dialogue at PwC and with more than 270 other CEOs around issues of race, diversity and inclusion across the business community. Over the past year, Ryan has worked a small group of peers to spearhead the CEO Action for Diversity and Inclusion, the largest CEO-led pledge to share resources across companies to advance diversity and inclusion in the workplace and to cultivate an environment of openness and empowerment in the business community.

Ryan, 52, was born in Boston and raised just over the city line in Dedham. He has spent his entire professional career at PwC, joining Price Waterhouse’s Massachusetts office the year he graduated from Babson College (with a degree in accounting and communications) and staying on when it merged with Coopers & Lybrand in 1998. Prior to his current role, Tim served as vice chair and markets, strategy, and stakeholders leader, having responsibility for PwC’s strategy function and stakeholder relationships including investor relations, regulatory affairs, public policy, corporate responsibility and human capital.

Ryan’s father’s parents emigrated from counties Galway and Cork. Though they died when Ryan was young, he remembers the Irish traditions they passed on to his parents and him and his siblings – the Sunday family dinners and the skill of making a perfect cup of tea. Ryan comes from a working class family, where his father worked for Boston Edison and moonlighted at the Boston Herald, and his mother worked as a supermarket cashier at Roche Bros., where Ryan himself also worked from the ages of 14 to 24. (He still took shifts there during his first two years at PwC.)

“My parents were only high school educated, but they were the best educators you could have asked for because they taught us the lessons you needed to succeed in life,” he says. “My mother, for example, always called us out when we made a mistake.”

“They did this unique thing when they were raising my siblings and me. They would regularly remind us to not to blame other people if we made a mistake, not to be so defensive, and to get over ourselves and stay humble. And that’s really a remarkable skill that I got from my parents. In managing PwC’s 50,000 people or when I’m working with other Fortune 1,000 CEOs, I’d never succeed if I got defensive every time somebody challenged me. This life lesson of not taking yourself too seriously goes all the way back to my Irish upbringing.”

Ryan lives in Boston and is an avid marathon runner, hockey fan, and the proud father of six children. He has been published and quoted in numerous publications and is a frequent contributor to industry events. He plays an active role in the Center for Audit Quality – a non-partisan, non-profit group dedicated to enhancing investor confidence and public trust in the global capital markets.

Read more about Ryan in the October / November 2017 issue of Irish America.

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Brint Ryan https://irishamerica.com/2017/10/brint-ryan/ https://irishamerica.com/2017/10/brint-ryan/#respond Mon, 09 Oct 2017 05:45:01 +0000 http://irishamerica.com/?p=32620 Read more..]]> Brint Ryan is the founder, CEO, and chairman of the board of directors for Ryan, LLC, a Dallas-based multi-national leader in the tax services industry. Ryan ended its 25th anniversary year in 2016 as the largest indirect tax practice in North America with a record annual revenue of more than $475 million. This year, Ryan was ranked among the top 100 chief executives in the Top Large Company category of Glassdoor’s Employees’ Choice Award.

Born in west Texas, Brint is a seventh-generation Irish American whose ancestors emigrated from Tipperary and fought in the Revolutionary War. “My common link to generations of hard-working, risk-taking Irish that dreamed big and achieved amazing things inspires my determination to revolutionize the tax services industry in pursuit of building a billion dollar global brand in tax,” he says.

Brint was appointed by Governor Rick Perry to the board of regents at his alma mater, the University of North Texas, and received the Patriot Award for Employer Support of the Guard and Reserve in 2010. He lives in Dallas with his wife, Amanda, and their five children.

 

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James W. Reid https://irishamerica.com/2017/10/james-w-reid/ https://irishamerica.com/2017/10/james-w-reid/#respond Mon, 09 Oct 2017 05:44:07 +0000 http://irishamerica.com/?p=32617 Read more..]]> James W. Reid is an executive vice president of MetLife’s U.S. business region responsible for leading regional & small business solutions and the U.S. direct business.

James was born in Massachusetts and acquired his B.S. from the Ohio State University. He completed executive programs at Columbia University’s Business School as well as Harvard Business School. Prior to joining MetLife in 2012, he held various senior executive positions in a career spanning more than two decades with Aetna. He is the recipient of Aetna’s 2001 Chairman’s Award and has been named to both Business Insurance and Crain’s New York 40 Under 40 lists. He currently serves as chairman of the board of Hyatt Legal Plans, Inc. and serves on the board of trustees at the Rumson Country Day School.

Descended from the Reids of County Cork and the Ryans of County Tipperary, James is a fourth-generation Irish American who is proud to note that MetLife has a global technology campus in Galway. He is married to Allyson Reid, with whom he has four children, Jackson, Hunter, Tucker, and Tristan. They live in Rumson, New Jersey.

 

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Michael Pryce https://irishamerica.com/2017/10/michael-pryce-2/ https://irishamerica.com/2017/10/michael-pryce-2/#respond Mon, 09 Oct 2017 05:43:48 +0000 http://irishamerica.com/?p=32611 Read more..]]> Michael Pryce is head of portfolio risk management and director of financial institutions in New York for National Australia Bank (NAB), a top 30 global bank. He manages a multi-billion dollar portfolio of counter party credit and market risk for NAB’s U.S. financial institutions group as well as its corporate clients. 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 a fundraiser and past-president of HOPe (Helping Other People), a non-profit development organization that oversees capacity building projects in Central and South America and Africa. On their behalf, he traveled to Ethiopia and Peru to evaluate and document grantee projects. He is a founding member of the Irish International Business Network in New York and was a mentor in their executive mentorship program. For four years, he was a volunteer mentor with iMentor, a non-profit that prepares students for college. Born in New York and raised in Ireland, Michael graduated from University College Cork with a B.A. in commerce and also holds an M.B.A. from Fordham University, where he graduated with honors in finance.

 

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Thomas F. O’Neill https://irishamerica.com/2017/10/thomas-f-oneill-2/ https://irishamerica.com/2017/10/thomas-f-oneill-2/#respond Mon, 09 Oct 2017 05:42:47 +0000 http://irishamerica.com/?p=32615 Read more..]]> Thomas F. O’Neill is vice chairman at Incapital, advising the firm’s capital markets group and financial institutions group on all aspects of their businesses. He is the well-known co-founder of investment banking and brokerage firm Sandler O’Neill & Partners, where he spent 22 years. Most recently, he was the co-chief executive officer of The Kimberlite Group, which he co-founded in 2013.

Thomas, a 40-year veteran of the financial services industry, currently serves on the board of Bank Financial, a bank holding company based in Chicago. Born in the Bronx, he is a graduate of New York University and a veteran of the United States Air Force.

Thomas is a second-generation Irish American with family roots in counties Armagh (his father’s side) and Tipperary (his mother’s). He vividly recalls stories of his maternal grandfather’s decision to emigrate after standing up to the English lord whose estate he maintained in New Inn, Tipperary. Thomas still takes pride in what he regards as his grandfather’s “ability to overcome great challenges to be here.”

He and his wife, Carol, have three daughters, Meredith, Melanie, and Heather.

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