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 […]

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 […]

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 […]

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 […]

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 […]

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 […]