Stephanie Whittier

Stephanie Whittier co-heads the Foundation & 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 Carroll School of Management with a B.S....

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Ellen Walsh

Ellen is a partner with PricewaterhouseCoopers 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 industry for over 25...

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Kevin M. Sherlock

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 Bank AG. He is a chartered financial analyst and a member of the New...

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Sharon T. Sager

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’s Top 100 Women Financial Advisors each year since the list’s inception in 2006, and was also...

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Tim Ryan

Tim Ryan is US 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’s strategy function and stakeholder relationships including...

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