Ellen Walsh

Ellen is a partner with PwC 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...

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Tom Tracy

Thomas Tracy is the Chief Client Officer for Aspiriant, the nation’s leading independent wealth management firm with 11 offices and over $12 billion in assets under management. Tom is responsible for developing Aspiriant’s client service offering and providing a superior client experience. He has provided comprehensive personal financial and investment planning services to hundreds of...

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Brian Sweeney

Brian Sweeney is a director within NASDAQ’s Global Information Services. In his role he is responsible for sales of NASDAQ’s proprietary market data, which includes Global Index and alternative data to clients in the Americas region. Brian’s journey moved him to New York in the mid ’90’s where he started his financial career. From his early days of trading on the AMEX floor, Brian...

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Kathryn Spain

Kathryn Spain is the Head of European Equity Sales in North America for Credit Suisse. Currently based in New York, she previously managed the international distribution platform for the western U.S. out of San Francisco for 12 years. Prior to Credit Suisse, she held positions with Investec Asset Management, Barings Asset Management, and Bank of Ireland. Born in Dublin and a graduate of...

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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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