Wall Street 50 – 2018 – 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 Stephanie Whittier https://irishamerica.com/2018/09/stephanie-whittier-2/ https://irishamerica.com/2018/09/stephanie-whittier-2/#respond Sat, 01 Sep 2018 07:47:39 +0000 https://irishamerica.com/?p=37651 Read more..]]> 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. in Accounting. Since then, she has held positions in Morgan Stanley’s Investment Banking, Real Estate, Institutional Equity, and Private Wealth Management, authored articles on issues relating to family office management, and has a wide range of expertise in product development, business administration, risk management, finance, and personal wealth management.

A second-generation Irish American with roots in Mayo and Tipperary, Stephanie serves on the boards of Grace Outreach, Hand in Hand and National Executive Services Corps, and is a former board member of Good Shepherd Services. She is actively involved with Student Sponsored Partners and Christo Rey Schools, which recruits at-risk students who are motivated to take advantage of the opportunity for a quality high school education.

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Ellen Walsh https://irishamerica.com/2018/09/ellen-walsh/ https://irishamerica.com/2018/09/ellen-walsh/#respond Sat, 01 Sep 2018 07:46:35 +0000 https://irishamerica.com/?p=37650 Read more..]]> 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 years, across all sub-sectors including life and annuity, property and casualty and reinsurance.

As a third-generation Irish American, Ellen is the granddaughter of Bartley Walsh, a proud Irish immigrant from Mayo who settled in New York City. She and her family have had the pleasure of visiting the Walsh family’s farm and home in Loughanemon, Claremorris, where several family members currently reside. Ellen continues to be inspired by her grandfather’s courage and appetite to make his journey to America, while always staying close to his beloved siblings in Ireland. Ellen graduated from Fordham University with a B.A. in American Studies and earned an M.B.A. from the Wharton School of the University of Pennsylvania. Ellen resides in Mountain Lakes, New Jersey.

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Kevin M. Sherlock https://irishamerica.com/2018/09/kevin-m-sherlock/ https://irishamerica.com/2018/09/kevin-m-sherlock/#respond Sat, 01 Sep 2018 07:45:31 +0000 https://irishamerica.com/?p=37649 Read more..]]> 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 York Society of Security Analysts.

A native of Queens, N.Y., Kevin graduated from SUNY Albany with a bachelor’s degree in finance and management information systems, earning his master’s degree in finance from the Wharton School at the University of Pennsylvania. Kevin is a second-generation Irish American with roots in Sligo on his father’s side and in Mayo and Roscommon on his mother’s. He serves on the board of Archbishop Molloy High School. Kevin and his wife, Amy, have three children, Erin, Timothy, and Meghan.

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Sharon T. Sager https://irishamerica.com/2018/09/sharon-t-sager-13/ https://irishamerica.com/2018/09/sharon-t-sager-13/#respond Sat, 01 Sep 2018 07:44:11 +0000 https://irishamerica.com/?p=37646 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 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 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 WealthManage-ment.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.

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Tim Ryan https://irishamerica.com/2018/09/tim-ryan-7/ https://irishamerica.com/2018/09/tim-ryan-7/#respond Sat, 01 Sep 2018 07:43:06 +0000 https://irishamerica.com/?p=37645 Read more..]]> 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 investor relations, regulatory affairs, public policy, corporate responsibility, and human capital. 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. Over the past year, Tim worked with a small group of CEOs to launch the CEO Action For Diversity & Inclusion™, the largest ever CEO-driven business commitment to advance diversity and inclusion in the workplace.

Tim is a certified public accountant in Massachusetts and New York and a member of the American Institute of Certified Public Accountants. He is a trustee of the Securities and Exchange Commission Historical Society and the Children’s Aid Society. He graduated from Babson College where he studied accounting and communications. Tim is a Boston native, marathon runner, and proud father of six children. He is a first-generation Irish American, with roots in Counties Galway and Cork.

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 Meredith Ryan-Reid https://irishamerica.com/2018/09/meredith-ryan-reid-3/ https://irishamerica.com/2018/09/meredith-ryan-reid-3/#respond Sat, 01 Sep 2018 07:42:44 +0000 https://irishamerica.com/?p=37633 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, M.A., 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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Brian Ruane https://irishamerica.com/2018/09/brian-ruane-10/ https://irishamerica.com/2018/09/brian-ruane-10/#respond Sat, 01 Sep 2018 07:41:12 +0000 https://irishamerica.com/?p=37636 Read more..]]> Brian is the chief executive officer of BNY Mellon Government Securities Services and a member of BNY Mellon’s Executive Committee. Government Securities Services is a subsidiary of BNY Mellon designed to enhance the capabilities, governance and resiliency of U.S. government securities clearance & U.S. tri-party repo markets.

Born in the U.S. and raised in Ireland, Brian attended Colaiste Eanna, Dublin before admission to the Chartered Association of Certified Accountants, and received his M.B.A. from Hofstra University, New York. Brian is a member of the Board of Directors of Promontory Interfinancial Network, a Washington D.C. based financial technology firm. He also serves on the Dean’s Advisory Board of the UCD Michael Smurfit School of Business, Dublin and the Zarb School of Business, New York.

Brian’s father Anthony is from County Mayo and his mother Rose is from County Longford. Brian is married to Anna Lynch and they have four children, Sarah, Emma, Jack and Ellie. Brian was the Wall Street 50 keynote speaker in 2011.

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Terence Reynolds https://irishamerica.com/2018/09/terence-reynolds/ https://irishamerica.com/2018/09/terence-reynolds/#respond Sat, 01 Sep 2018 07:40:41 +0000 https://irishamerica.com/?p=37632 Read more..]]> Terence Reynolds is a wealth advisor at Morgan Stanley. His practice focuses on creating comprehensive, institutional financial wellness programs as well as providing wealth-planning advice to families, business owners, and non-profits.

Born and raised in New York, Terence graduated from St. John’s University with a B.S. in finance. He has led sales, trading, portfolio management, and investment advisory businesses at industry leading firms, serving the ultra-high net worth and institutional client segments. Terence serves on the board of La Salle Academy in N.Y.C. and works closely with the Viscardi School for the disabled in Albertson, N.Y. Terence is a dual citizen of the United States and Ireland whose family lineage includes the Reynoldses of Leitrim as well as the Lyons, Healy, and Ferguson clans of Sligo. “My grandparents lived in our home during my formative years where we shared meals, stories, music, song and laughter. Arriving to signs of Irish need not apply, I am ever grateful for the sacrifices my grandparents made to give us the opportunities that so many take for granted.

In their honor I am passionate about providing quality education and jobs to the underprivileged and disabled.” Terence lives in Point Lookout, N.Y. with his wife, Kerri and their three children, Kelly, Briana, and Christopher.

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Nancy Reyda https://irishamerica.com/2018/09/nancy-reyda/ https://irishamerica.com/2018/09/nancy-reyda/#respond Sat, 01 Sep 2018 07:39:15 +0000 https://irishamerica.com/?p=37624 Read more..]]> Nancy Reyda is the chief operating officer for global technology at BNY Mellon, where she leads technology strategy, drives operating model simplification, manages the portfolio of technology investments, oversees third party governance, and is responsible for the technology risk and control framework.

Prior to joining BNY Mellon, Reyda was the chief operating officer of global banking and markets technology at Bank of America, having spent over 20 years at Chevron where she started in engineering research and ultimately moved into business management positions, serving as the president and COO of RetailersMarketExchange.com. Nancy also managed the operational integration of Chevron and Texaco during the merger.

Nancy’s family comes from the Inishowen Peninsula in County Donegal. Her mother’s family immigrated in the late 1920s and her father’s family immigrated a generation earlier. Reyda graduated from Clarkson University as a chemical engineer. She now serves on the board of trustees. She and her husband Steve live in Manhattan and the San Francisco Bay Area, and have two sons, Steve and Thomas.

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David Reilly https://irishamerica.com/2018/09/david-reilly/ https://irishamerica.com/2018/09/david-reilly/#respond Sat, 01 Sep 2018 07:38:07 +0000 https://irishamerica.com/?p=37623 Read more..]]> David Reilly is the chief information officer for global banking and markets at Bank of America. He leads a global team of employees who provide end-to-end technology solutions and support for the Global Banking and Global Markets businesses including Equities, Electronic Trading, Rates and Currencies, Credit and Structured Products, Commodities, Sales and Capital Markets, Wholesale Banking and Research.

Most recently, David was Bank of America’s Chief Technology Officer responsible for the company’s technology networks, product engineering, desktop and electronic communications, application hosting and data storage, operations management, support services and data centers. David is a second generation Irish-American as his father is from Cavan and his mother is from Clare.

On his heritage, David said that “It has made me more resilient and more able to deal with adversity– there is no feeling sorry for yourself in that culture, unless of course you are singing about it.”

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