IRISH AMERICA IRISH AMERICA

IRISH AMERICA
August/September 2009
Canada $4.95 U.S.$3.95
THE GLORY
DAYS OF
IRISH IN
BASEBALL
JUSTICE
ROBERTS’
IRISH FAMILY
MEMORIES
OF THE GREAT
HUNGER
THE WALL
STREET
50
HONORING
HONORING
THE IRISH
IN FINANCE
The Life
of Brian
Bank of America’s
Brian Moynihan
on family, Ireland and
what the future holds
DISPLAY UNTIL SEPT. 30, 2009
0 74470 73334 8
09>

38 IRISH AMERICA AUGUST / SEPTEMBER 2008

WALL
STREET50
KEYNOTE SPEAKER
THE LIFE OF
Brian
Bank of America’s Brian Moynihan says
“It doesn’t all break your way all the time,
so you’ve got to just power through it.”
He has the look of an athlete, compact
with broad shoulders. He also
has something of a pre-game
focus, a quiet intensity, and gives
the impression, even as he
answers questions, that he has his
eye on the ball and he’s not forgetting
for a moment that right now
he’s involved in the biggest game
of his career.
At just 49, Brian Moynihan is engaged in the complicated
task of integrating Merrill Lynch into Bank
of America.
A graduate of Brown University and the
University of Notre Dame Law School, Moynihan
joined FleetBoston in April 1993 as deputy general
counsel, and came to Bank of America following its
acquisition of FleetBoston.
He arrived at his present position as the head of
Bank of America’s Global Banking and Wealth
Management in January, after Bank of America’s
$50 billion acquisition of Merrill Lynch and the
departure of Merrill’s CEO John Thain.
BY PATRICIA HARTY
“He has proved in difficult environments he is
very capable,” said Anthony DiNovi, co-president of
Boston private-equity firm Thomas H. Lee Partners
LP, in a Wall Street Journal article by Dan
Fitzpatrick and Suzanne Craig. The article addressed
Moynihan’s emergence as a right-hand man and
potential successor to Bank of America Corp. Chief
Executive Kenneth Lewis.
DiNovi, who has worked with Moynihan on past
deals, also said, “When Ken has a tough job at hand
he turns to Brian, and Brian has always been there
for him.”
Moynihan, who grew up in a small town in Ohio,
lives in Wellesley, Massachusetts with his wife,
Susan Berry, whom he met while he was at Brown,
and their three children. He credits Susan’s family,
along with playing rugby (which has taken him to
Ireland on occasion), with bringing him up to speed
on Irish culture.
“My wife’s grandmother is from Ireland so she’s
more the classic sort of Boston Irish – the Clancy
brothers, the Irish humor and all that stuff,” he says,
adding that he’s been at many St. Patrick’s Day
•
PHOTOGRAPH BY KIT DE FEVER
AUGUST/SEPTEMBER 2009 IRISH AMERICA 39

Parades in Southie. His own family
immigrated in the 1850s to upstate New
York and grew vegetables.
Our meeting took place on the afternoon
of June 15, at the newly constructed
Bank of America Tower at Avenue on the
Americas in Midtown Manhattan. The
massive steel and glass structure – a one
billion dollar project – located on Avenue
of the Americas – would seem to signal
Bank of America’s confidence that it will
this. But it is a tribute to those hardscrabble
ancestors, and perhaps because he
had inherited some of their tenacity and
understanding “that it doesn’t all break
your way all the time, so you’ve got to
just power through it,” that Moynihan
took time out from his hectic schedule to
talk to Irish America, and agreed to give
the Keynote Address at our annual Wall
Street 50 dinner on August 24.
Your family came over when?
In the 1850’s. Both my parents come
from small towns in upstate New York
where the Irish part of their families had
farms and then opened some stores. My
grandfather was a lawyer up there. My
dad went to school and became a chemist
to work for DuPont. I’m one of eight
children, number six. My parents moved
to a little town in Ohio, called Marietta,
the month before I was born.
to go to law school. It was a very supportive
place and we had more fun than we
probably should have had. It’s a great
school for a lot of reasons, but the law
school was small, you really knew the professors,
you really knew the undergraduates.
I played rugby so it was fun, too.
Do you think Rev. John Perkins,
Notre Dame’s president, was
right to invite President Obama
to give the commencement
speech?
I think he was right, his reasoning was
right. I think at the end of the day one of
the challenges for a place like Notre
Dame is to ensure that they maintain their
willingness to have the debate. I think
going back to Father Hesburgh [“Father
Ted,” the man who led the University of
Notre Dame for 35 years], the reason
why the university has had such an
weather this current financial crisis.
As I receive my visitor’s pass from
Security and find my way into the inner
sanctum of the largest bank in the United
States, passing through a futuristic set of
glass doors, I cannot help but think of
Moynihan’s ancestors being processed
by immigration officials after landing in
New York. They could hardly have foreseen
a future that included anything like
TOP LEFT: Brian and his father Robert,
near the Lakes of Killarney.
ABOVE: Brian with his wife Susan,
daughter Mary, and son Christopher.
LEFT: Brian and Mary on the family’s trip
to Ireland in 2008.
After doing your undergrad at
Brown you went to Notre Dame
Law School.Was that a different
experience?
Very different. Brown was a great
school but it was very heavily Eastern. My
grandfather and my uncle both went to
Notre Dame, so I had a great Notre Dame
tradition. It was the best place in the world
impact on political leaders and others in
this country, is that they’re willing to
have debates even though they have a
heritage and a particular point of view. It
served them well.
When were you last in Ireland?
We went last August [2008]. We took
my father and mother, and three of my
siblings and our children went, so we
had about 18 people traveling around in
a bus, and it was a lot of fun. We went to
Dublin for a few days and then took off
down to the southwest. We had a bus
40 IRISH AMERICA AUGUST/SEPTEMBER 2009

driver who had that great Irish humor;
we just laughed.
Did you discuss the economy?
He [the bus driver] and other Irish people
we met along the way had the common
view that it was United States property
values and subprime mortgages and
all that that created this worldwide financial
crisis which was starting to affect
Ireland. But at the end of the day, it is
local conditions that drive housing
prices. Irish housing prices had gotten so
out of control relative to what a person
could pay that you knew they were going
to face what they faced. It’s a classic
problem that if you try to outgrow your
normal growth rate there’s always a bubble
on the other side of it. And as soon as
the economy slowed down a little it just
all came crashing down. It’ll adjust and
come back.
Will the U.S. economy
also adjust?
Our view, as a company, is
that we’ll start to see a little
growth in the latter part of this
year and into next year, but the
American consumer is still
struggling to pay their debts.
American companies are more –
they’re stabilizing, I think would
be the word we’d say right now,
in terms of their employment, in
terms of their view of their
future. They’re not robust and
growing but they’re stabilizing,
so they’ve come through the
worst of it, and we see we’re
starting to come out the other
side. And I think that bodes well
for the whole world because
when the American consumer
spends, that helps everyone.
The Irish government was the
first to guarantee bank deposits.
And after its bailout it now has
75 percent voting rights now in
Anglo-Irish Bank. How does that
compare to here?
I thought the Irish government did a
good job of stabilizing the situation.
What’s hard to appreciate here is how
much more consolidated most [national]
economies are compared to the U.S. – like
Ireland in banking. When you have three
or four key institutions that aren’t stable
and people start pulling their money out,
Brian Moynihan at the Bank of America
Tower in Midtown Manhattan.
it’s really tough. So I think the government
did the right thing to calm the population
down by guaranteeing their
deposits, guaranteeing the liability side,
and injecting their capital. I assume their
goal would be to sell their stock positions
down over time as the economy stabilizes.
But in the U.S. because of the number of
institutions and the size of the capital markets,
we were able to raise our capital, our
company and other companies, through
private investors, after the government
gave us capital.
Are there lessons to learn from
the crisis?
Ireland and America and UK and
Europe and China and Japan, everybody’s
going to learn a series of lessons
from all this, but I think the common lesson
is going to be about leverage, and too
much borrowing. In Ireland for example,
I saw houses that were valued at over $2
million, beautiful houses but miles from
the city in the countryside, where population
pressures were nonexistent. People
bought outside their means, they
could’ve taken cash out to do something
else with it, just the same as the United
States. A financial crisis was created by
Continued on page 100
PHOTO: KIT DE FEVER
AUGUST/SEPTEMBER 2009 IRISH AMERICA 41

IRISH AMERICA MAGAZINE AND FTI CONSULTING
ARE PROUD TO PRESENT
THE TWELFTH ANNUAL
WALL STREET 50
THE NEW YORK YACHT CLUB
37 WEST 44TH STREET, NEW YORK CITY
MONDAY, AUGUST 24, 2009
KEYNOTE SPEAKER: BRIAN T. MOYNIHAN
PRESIDENT, GLOBAL BANKING AND WEALTH
MANAGEMENT, BANK OF AMERICA CORPORATION
GUEST OF HONOR: PADRAIG HARRINGTON
WINNER OF 2008 PGA CHAMPIONSHIP
WINNER OF 2007 & 2008 OPEN CHAMPIONSHIP
FOR TICKETS AND INFORMA-
TION 212 725 2993 EXT. 119
OR VIA E-MAIL TO
KATE@IRISHAMERICA.COM
Irish America Magazine & FTI Consulting extend a special thank you to our sponsors:
Mutual of America • Waterford Crystal • 1-800-Flowers.com • The Coca-Cola Company • The
American Ireland Fund • Continental Airlines • HSBC - North America • Invest Northern Ireland •
Prudential • Shannon Development • UCD Michael Smurfit Business School • Irish Government
Agencies: CIE Tours International • Enterprise Ireland • IDA Ireland • Tourism Ireland

WALL
STREET50
PAINTING: KAMIL KUBIK
Celebrating the Irish in the Finance Industry
AUGUST/SEPTEMBER 2009 IRISH AMERICA 43

WALL
STREET50
This, our Twelfth Annual Wall Street 50,
is a celebration of the best and the
brightest Irish Americans and Irishborn
who demonstrate standout success
in the financial industry.
From Chicago to Texas, Boston to
California, to New York’s Wall Street
itself,America’s financial companies
and business executives have pressed through
this year’s economic challenges and maintained
a balance of optimism and thoughtful planning
for the times ahead.The Irish have a long tradition
as survivors, a history which has served
many of our honorees well in staying afloat
this year.
In 2009’s Wall Street 50, we welcome new
Irish and Irish-American faces as well as cheering
on those past honorees who have withstood
the economic downfalls that have surrounded
us, and maintained their Irish spirit,
humor and determination throughout. Our
keynote speaker, Brian Moynihan, came from a
small town in Ohio to become president of
global banking and wealth management at Bank
of America, and believes that the worst of the
recent economic troubles are behind us.We
congratulate this year’s Wall Street 50, and
offer a special word of thanks to our sponsor
and co-host of this year’s Wall Street 50 dinner,
FTI Consulting, Inc.
- Mortas Cine
Gerald Beeson
Citadel Investment Group, L.L.C.
Gerald A. Beeson is a senior managing director
and COO of Citadel Investment Group, L.L.C. He is
responsible for key corporate functions, including
treasury, finance, human capital development, marketing,
investor relations and corporate communications.
Gerald joined Citadel in 1993 and was among the company’s first
employees. He served as Citadel’s CFO from 2003 to 2008.
Gerald is currently on the Board of Directors for The Depository
Trust & Clearing Corporation. He was named to Crain’s Chicago
Business “Forty Under Forty” in 2007. Gerald has also maintained an
active involvement with education through participation as a member of
the Directory at Marist High School (Chicago), the Board of Trustees
for DePaul University and involvement with the Big Shoulders Fund.
Gerald received his MBA from the University of Chicago and his BS
in commerce from DePaul University. He is a third-generation Irish
American who traces his father's family back to County Mayo and his
mother's family to County Cork. He believes that “the success of Irish-
Americans is a testament to the work ethic and sacrifices of prior generations
who overcame hardships, and is a powerful reminder of all that is
possible in America.” Gerald is married with four children.
Michael Brewster
Credit Suisse
Michael Brewster, managing director in the Private
Banking Division of Credit Suisse, recently joined the
firm in September 2008 from Lehman Brothers. He is a
registered investment advisor involved in analyzing,
reviewing, and investing for the MB Value and Growth
and MB Strategic Dividend & Income Portfolios. He also co-manages
the Small Mid-Cap and Special Situations Portfolio on the team.
Michael is a board member of the Enterprise Ireland Financial
Services Advisory Board and the Irish in Business Network. He was
honored as one of the “Top 40 under 40” by The Irish Echo in 2008.
Michael’s career at Lehman Brothers began in February 1993, and
he spent the past 16 years managing investments for high net worth
and institutional clients. He graduated from Athlone Institute of
Technology in Ireland with a diploma in management finance and
earned his BS from Thomas Edison State College with a degree in
business administration.
Michael was born in Ireland. His family on his father’s side comes
from County Fermanagh; his mother’s family, the Hegartys, comes
from County Longford. A member of the Ireland US Council, Michael
lives in New York with his wife, Margaret.
Ancestral Links:
28%
12% 16%
22% 22%
Counties of Origin:
Cork
Mayo
Clare
Kerry
Donegal
Fermanagh
Education:
MOST MENTIONED COLLEGES:
Fordham
Trinity
St. John’s
University College in Dublin
New York University
44 IRISH AMERICA AUGUST/SEPTEMBER 2009

Marianne Brown
Omgeo L.L.C.
Marianne C. Brown is president and CEO of
Omgeo L.L.C. Marianne is an accomplished chief
executive with a proven track record of driving
revenue and income growth within complex global
organizations. Prior to joining Omgeo in 2006,
Marianne served as CEO of Securities Industry Automation
Corporation. She began her career in 1978 at Automatic Data
Processing, Brokerage Services Group, now known as Broadridge
Financial Services, where she remained until 2005. Throughout her
26 years at ADP, she held numerous positions that provided a broad
swath of experience. Marianne has been profiled extensively in the
press, in outlets such as CNBC’s Squawk Box, The Wall Street
Journal, and Wall Street & Technology.
A native of Brooklyn, NY, Marianne is a graduate of Concordia
College with a degree in business. Marianne is a second-generation
Irish American, and her father's side of the family came from County
Fermanagh. She lives in Westchester, NY with her husband and son.
Christopher
Condron
AXA Financial
Christopher M. “Kip” Condron
was elected president and CEO of
AXA Financial, Inc. and a member
of the AXA Group
Management Board in 2001. In
addition, Kip is chairman of the
board, president and CEO of
AXA Financial’s principal insurance
subsidiary, AXA Equitable
Life Insurance Company, and is
responsible for AllianceBernstein,
AXA’s majority owned Asset
Management firm. Kip joined
The Boston Company in 1989 as
vice chairman and head of the
Private Client Group. Prior to
joining the Boston Company, he
was co-president of AYCO, the
financial and tax planning subsidiary
of
American
Express, which
acquired his
Pittsburgh-based
firm, Condron
Associates.
Kip is on the
board of AllianceBernstein
Corporation and AXA Financial,
Inc., a member of the Financial
Services Roundtable and chairman
of its Board of Directors. He
is a director of The American
Ireland Fund and also serves as
treasurer and chairman of its
Executive Committee.
Married with three children,
Kip is a third-generation Irish
American with roots in counties
Donegal and Cork.
Don Connelly
Don Connelly &
Associates
Don Connelly, perhaps the
nation’s most successful advisor
to the retail brokerage industry,
has long been a powerful beacon
of wisdom to
investors and
financial services
professionals.
His career on
Wall Street spans
nearly 40 years
and includes
positions as
stock broker, financial planner,
branch manager, wholesaler, and
national sales manager, and for
nearly 19 years he was company
spokesperson, senior vice president
and senior marketing officer
for Putnam. Now, as founder of
CampConnelly.com, an extraordinary
‘e-boot camp,’ Don’s timely
and provocative sales ideas are
available to thousands of financial
professionals around the
globe. Audiences at England’s
Cambridge University, Harvard,
Wharton School of Business,
Chapman College and
Pepperdine have all benefited
from his presentations.
Offering practical guidance to
financial services professionals,
Don is known as a guru on managing
client relationships, selling
and becoming a successful financial
advisor.
A third-generation Irish
American, Don says, “Being of
Irish descent makes me stand just
a bit taller.”
WALL
STREET50
Mary Ann
Callahan
Depository Trust &
Clearing Corporation
Mary Ann Callahan, managing
director of global relations and
development at DTCC, has for
over 20 years cultivated
DTCC’s strategic business relationships
and links with other
market infrastructures.
She
served as head
of DTCC’s
London office
for four years,
and as president
of the Americas’
Central Securities Depositories
Association since 2007, she
leads a regional forum of 25
national market infrastructures.
A third-generation Irish
American, Mary Ann earned a
BA at Manhattanville College
and an MBA in finance at
NYU’s Stern School of
Business. Her maternal grandfather,
whose parents emigrated
from Dublin, served with the
Fighting 69th during WWI.
During her childhood, her
grandfather marched each year
with his Irish-heritage regiment
at the front of NY’s St. Patrick’s
Day Parade. Her paternal greatgrandparents
hailed from Mayo.
Regularly in touch with
Invest Northern Ireland’s NY
team, Mary Ann is also a keen
supporter of International
Center in New York, Covenant
House and Iona College.
Charles Carey
CME Group Inc.
Charles P. “Charlie” Carey is vice
chairman of CME Group, a company
formed by the 2007 merger
of the Chicago Board of Trade
(CBOT) with the Chicago
Mercantile Exchange. Today,
CME Group is the largest derivatives
exchange in the world, with
operations in over 85 countries.
Earlier, Charlie was chairman of
the CBOT from 2003 until
assuming his current position at
CME Group in July 2007.
Previously, he served on the
CBOT Board of Directors for
eleven years in various roles,
including vice chairman, first
vice chairman and full member
director. An independent futures
trader, Charlie became a member
of CBOT in 1978 and is a partner
in the firm Henning and Carey.
In 2007, Charlie was presented
with the Oak Park and River
Forest High
School Tradition
of Excellence
Award and earlier
that year with
the Western
Illinois
University
Distinguished Alumni Award for
his business and professional
accomplishments. He is president
of the Chicagoland Sports Hall of
Fame, an organization that provides
scholarships for underprivileged
youths.
A lifelong resident of Chicago,
Charlie received a BA degree in
business administration from
Western Illinois University.
Brendan Connolly
UBS Investment Bank
Brendan Connolly is a managing director and head
of Leveraged Capital Markets for UBS Investment
Bank in New York. In this role, he manages UBS's
Global High Yield Bond and Loan Capital Markets
activities and is a member of the Credit/Fixed
Income Management Committee and the IBD Americas Executive
Committee.
Brendan received a BA in economics from Rutgers University and
an MBA in finance from Columbia Business School. Prior to his current
position, Brendan worked for Credit Suisse Group in New York.
He joined UBS's High Yield Syndicate group in 2004, with responsibility
for the firm's High Yield underwriting risk.
A Bronx native, Brendan is married with three children. He is a
first-generation Irish American and very proud of his Irish heritage.
His father John hails from Tyholland, County Monaghan and is the
proprietor of the popular Connolly's midtown Manhattan pubs; his
mother Mary hails from Irishtown, County Mayo.
46 IRISH AMERICA AUGUST/SEPTEMBER 2009

Gavan Corr
NYSE Technologies
Gavan Corr is a director of
NYSE Technologies, the commercial
technology division of
NYSE Euronext. Growing up in
Ballyhegan, Co. Armagh, he was
educated at Queen’s University,
Belfast and the
Ulster Business
School. He has
over 12 years
experience
working at the
leading edge of
financial technology.
He lived and worked in
Vienna, Stockholm, Frankfurt,
Paris, Palo Alto and London
before moving to New York full
time in 2003. Gavan began his
career with Irish based First
Derivatives working with Morgan
Stanley, JPMC and Bank of
America amongst others. This
was followed by three years at
Gemstone Systems before moving
to NYSE Euronext.
Gavan travels often to Belfast
where the firm has a substantial
core engineering center serving
the global needs of NYSE
Technologies. He also works with
Invest NI promoting Northern
Ireland as a destination for high
tech and financial companies.
Gavan spends as much time as
possible with his wife Aveen and
sons Matthew and Dara. Since
moving to NY, he admits to missing
family, friends, Ballyhegan
Gaelic football and a decent pint
of stout.
48 IRISH AMERICA AUGUST/SEPTEMBER 2009
Christopher
Crotty
Farina & Associates, Inc.
Christopher C. Crotty, Esq. is
vice president and director of
convertible trading at Farina and
Associates, Inc. Born in Toledo,
Ohio, Chris was raised in
Hamburg, NY, and studied at
Fordham University and the New
York Law School. During his
time at Fordham, Chris was
offered a position as an assistant
research analyst at McMahan
securities. After suggesting the
company place someone on the
floor at the New York Stock
Exchange, Chris found himself
right in the heart of the NYSE.
Chris later joined Cuttone and
Company, who made him a broker
in 1998. Chris joined Vincent
Farina & Associates in 1994. The
firm has since branched into the
futures markets, prime brokerage,
research, and
compliance consulting.
Chris traces
his roots back to
County Clare,
Kilrush and
Kilkee on his
father’s side and Ennis on his
mother’s. Chris resides in
Pelham, NY with his wife
Jennifer, daughters Delia and
Emma, and son Will.
In September 2008, Chris gave
a human face to the economic
crisis when this photo of him on
the NYSE floor appeared on front
pages of newspapers nationwide.
John Daly
Goldman Sachs & Co.
John Daly is co-head of the Industrial and Natural
Resources (INR) Financing Group sector and head of
the INR sector in Equity Capital Markets New York.
He joined the firm in 1989 in Global Finance after
working as a summer associate in 1988. John became
a managing director in 1998 and a partner in 2000.
After a three-year period in Hong Kong as co-head of Capital Markets,
Asia ex-Japan, John returned to New York in his current role in late
2003. Before moving to Hong Kong, he had responsibility for Energy
and Power transactions in the Equity Capital Markets (ECM) Group in
New York. John worked for four years in the Corporate Finance Group
within the Investment Banking Division prior to his transfer to ECM.
John is a member of the Trinity College Dublin Foundation Board, the
Trinity School of Business Advisory Board and the Financial Services
Advisory Board of Enterprise Ireland. He earned an MBA from Wharton,
a BAI in engineering, and a BA in mathematics from the University of
Dublin, Trinity College. A Dublin native, John lives in New York City
and is married with four children.
WALL
STREET50
Hillary Cullen
UBS
Hillary Cullen joined UBS Financial Services in
1998 through its predecessor firm Paine Webber and
currently works as the vice president of investments
at UBS. She is a member of the Sager/Swasey
Group in the Private Wealth Management office at
UBS and works as a private wealth advisor.
Hillary graduated from Wheaton College with a BA in mathematics.
She is a former director of business development, RGE monitor and
associate director of international sales for International Strategy &
Investments (ISI), both leading macroeconomic research firms. She
started her career as a portfolio assistant at Morris & McVeigh, LLP, a
trust and estate law firm. Hillary then worked for the Archdiocese of
New York with charitable fundraising and development. She is a member
of the board of advisors for Cathedral High School in New York
and a member of The American Ireland Fund.
Hillary is a third-generation Irish American. Her father’s family hails
from Blackwater, County Wexford and her mother’s family from
County Clare. Hillary says that her Irish heritage gives her pride in
where she comes from, in her family and her faith.
David Dempsey
Bentley Associates L.P.
David Dempsey, who has over
28 years of experience as an
international investment banker
specializing in private equity,
mergers and acquisitions, is a
managing director at Bentley
Associates L.P. in New York.
Prior to joining Bentley, David
worked with a number of banks
in New York and London, on
the merger and acquisition and
corporate finance sides and also
with a major management consulting
firm. He began his
career at the
Chase Bank in
London after
completing his
term as Secretary
General of
AIESEC
International in
Brussels, and also serves as the
director of The New Ireland
Fund, Inc., a closed-end diversified
investment company with
80 percent of its assets in a portfolio
of Irish securities.
David is an advisory board
member for the Pennell Venture
Partners Marathon Fund L.P.,
and the founder of the China
Investment Group, LLC. David
grew up in Dublin and earned a
bachelor of commerce degree
from University College Dublin
and his MBA from Fordham
University. He lives in New
York City with his wife
Deborah and their daughter.
Craig Donohue
CME Group Inc.
Craig S. Donohue has served as
CEO of CME Group and its predecessor
company,
CME
Holdings Inc.,
since 2003. He
joined CME as
an attorney in
1989. During his
20 years at
CME, Craig has held a range of
positions with increasing responsibilities,
including general counsel
and CAO.
In 2009, Craig was named to
Institutional Investor’s “Power
50” list of the world's most influential
people in finance. He is a
member of the Wall Street
Journal’s CEO Council and
serves on the steering committee
for its Future of Finance
Initiative, as well as serving on
the Commodity Futures Trading
Commission’s Global Markets
Advisory Committee.
Craig holds an MBA degree
from Northwestern’s Kellogg
Graduate School of Management,
a JD degree from John Marshall
Law School, an ML degree in
financial services regulation from
IIT Chicago-Kent College of Law
and a BA degree in political science
and history from Drake
University.
Craig is a third-generation Irish
American with roots in County
Cork. He lives in Northbrook,
Illinois, with his wife and their
three children.

Michael Doorley • Fidelity Investments
Michael Doorley is executive vice president, chief
administrative officer and a member of the
Executive Committee of Fidelity Investments.
Prior to joining Fidelity, Michael was most
recently chief administrative officer of the
International Division of Prudential Financial Inc.
Previously, Michael held the positions of chief
financial officer and chief administrative officer for
Van Eck Global.
Michael received a bachelor of arts degree in accounting from
Fordham University and is certified public accountant and member of
the New York State Society of CPAs. He travels to Ireland frequently
both on personal trips and for business. He is a member of the Ireland-
US Council and is associated with Irish-American philanthropic activities.
Born in New York City, Michael is a first-generation Irish American
whose parents were both from Strokestown, County Roscommon.
Mary Callahan
Erdoes
J.P. Morgan
Mary Callahan Erdoes is chairman
and chief executive officer
of Global Wealth Management
for J.P. Morgan. A member of
the J.P. Morgan Chase Executive
Committee, Mary is responsible
for the firm's ultra high net
worth clients.
Since joining J.P. Morgan in
1996, she has served in a variety
of roles including head of
Investment Management and
Alternative Solutions
for the Private Bank and chief
executive officer of J.P.
Morgan's Private Bank.
An Illinois native, Mary is a
fourth-generation Irish
American. Her great-grandparents
emigrated from counties
Cork on her
father's side
and Tipperary
on her mother's.
Mary
received her
BS from
Georgetown University and her
MBA from Harvard Business
School. She currently serves on
the Board of Directors of the US
Fund for UNICEF.
Mary lives with her husband
and three daughters in New
York City.
50 IRISH AMERICA AUGUST/SEPTEMBER 2009
Michael Farrell
MetLife
Michael K. Farrell is executive
vice president at MetLife
responsible for the Retirement &
Wealth Management businesses.
Since November 2008, Michael
has run all
aspects of
MetLife’s annuity
business.
Michael has
over 33 years of
experience in
the financial
services industry. Before joining
MetLife in 2001, he was president
of Michael K. Farrell
Associates, Inc., which at the
time of its sale to ING in 2001
had over 1,500 clients.
Michael’s interest in his Irish
heritage was passed on to him
from his parents. His paternal
grandparents emigrated from
Tuam, Co. Galway. Michael’s
first of some 60 trips to Ireland
was after his graduation from St.
Benedict’s Prep and established
a connection to family that continues
to this day. Michael was
named New Jersey Irishman of
the Year in 2005 by the Brian
Boru Society. He and his family
were honored in 2007 by
Fordham University with the
prestigious Mara Award.
Michael is a graduate of
Fairleigh Dickinson University.
He and his wife Nancy live in
New Vernon, NJ, and are the
proud parents of Meghan and
Seann.
WALL
STREET50
Terrence Duffy
CME Group Inc.
Terrence A. Duffy has served as
executive chairman of CME
Group since 2007. Previously,
he served as chairman of the
board of CME and CME
Holdings since 2002 and as
executive chairman since 2006.
In 2002,
Terrence was
appointed by
President Bush
to serve on a
National Saver
Summit on
Retirement
Savings. He was appointed by
President Bush and confirmed
by the U.S. Senate in 2003 as a
member of the Federal
Retirement Thrift Investment
Board (FRTIB).
Terrence currently serves on
the Board of Directors of World
Business Chicago, the Board of
Regents for Mercy Home for
Boys and Girls, the Board of
Trustees of Saint Xavier
University, and is co-chair of the
Mayo Clinic Greater Chicago
Leadership Council. He is chairman
of the NYMEX Foundation
and vice chairman of the CME
Group Foundation. Terrence is a
member of the Economic Club
of Chicago, the Executives’
Club of Chicago and the
President’s Circle of the
Chicago Council on Global
Affairs. He attended the
University of Wisconsin-
Whitewater. In 2007, he
received a Doctor of Humane
Letters from DePaul University.
Bryan Durkin
CME Group Inc.
Bryan T. Durkin has served as
managing director and COO of
CME Group Inc. since July
2007. He previously held a variety
of leadership roles with
Chicago Board of Trade from
1982 to 2007, most recently as
executive vice president and
COO. He also served as chairman
of the Joint Compliance
Committee for all US futures
exchanges and represented
CBOT on various industry panels
concerning trading practices
and trading operations.
Bryan, who has also been an
adjunct faculty member of
Lewis University's MBA program
teaching courses in organizational
behavior and management,
is a second-generation
Irish American who traces his
roots to County Mayo on both
sides. He credits his Irish immigrant
grandparents with “paving
the way” for his “beautiful and
productive life,”
adding, “The
Irish have
proven to be a
resilient and giving
culture and I
am most grateful
to be a part of
that legacy.”
Bryan has a bachelor’s degree
in business administration and
an MBA from Lewis University.
Bryan lives in Chicago with his
wife and five children.
Ryan Fennelly • RBC Capital Markets
Ryan Fennelly is a director on The US Treasury
Trading Desk at RBC Capital Markets, the investment-banking
arm of Canada's biggest lender, the
Royal Bank of Canada. Born and raised in New
York, Ryan is a graduate of Cornell University
with a BS in applied economics & business management.
Ryan was previously the head US agency
trader at Credit Suisse Securities.
Ryan is a second-generation Irish American whose maternal
grandparents came from Kerry and whose father’s grandparents emigrated
from Kilkenny. Ryan is an avid golfer and makes annual trips
to the emerald isle.
Ryan appreciates his Irish heritage and work ethic and uses it to
instill hard work and discipline in every day life. He says, “I can
remember my grandmother who was proud to be an Irish American
Catholic. My mother named me Ryan Patrick after my grandfather.
She taught me to be a God-fearing, loyal citizen who respects country
and his fellow man.” Ryan currently lives with his wife, Helen,
and their three children in Rockville Centre, New York.

Robert Golden
Prudential Financial
Robert Charles “Bob” Golden joined Prudential
in 1976 and is now executive vice president of
Prudential Financial. Under his leadership,
Prudential founded a technology and call center
in County Donegal, which now employs 700 people.
Bob, who earned his BS and MBA from Fordham University,
serves as first vice chair and director of HeartShare Human Services
of New York, a nonprofit organization for children in need. In 2000,
he received the Ellis Island Medal of Honor. In 2001, he was named
Man of the Year by Catholic Charities of Brooklyn and by the New
York Aquarium. In 2002, Bob was named Man of the Year by
Catholic Big Brothers, and in 2006 was named a Distinguished Irish
American by New York City Comptroller, William Thompson. Bob
is a Knight of Malta and a Knight Grand Cross of the Holy
Sepulchre. A third-generation Irish American with roots in County
Mayo, Bob is a member of the Friendly Sons of St. Patrick, the
Ancient Order of Hibernians and the St. Patrick Society of
Brooklyn. He and his wife Maureen live in Staten Island with their
two children, Katie and Bobby.
Karen Higgins-
Carter
GE Asset Management
Karen Higgins-Carter is the
chief information officer for GE
Asset Management. In this
capacity, she oversees the operations
and enhancement of all
GEAM IT systems.
Karen was hired as an IT
strategy leader at General
Electric Capital Services in
1998. In 1999, she joined GE
Consumer Finance responsible
for all IT project delivery for
GE’s US private label credit
card clients. Most recently,
Karen led IT
Operations
for GE
Commercial
Finance with a
specific focus
on IT security,
disaster recovery
and continuous improvement
in system availability and
performance.
Prior to GE, Karen was a
manager at Andersen Consulting
(now Accenture) in New York.
While at Andersen, she specialized
in application development
to support emerging broadband
services in the telecommunications
industry. Karen earned a
BS in mechanical engineering
and a BA degree with a major in
economics from Lafayette
College. She is a fourth-generation
Irish American with roots in
County Cork.
52 IRISH AMERICA AUGUST/SEPTEMBER 2009
James Hogan
HSBC
James Hogan is
executive vice
president and
regional head of
Portfolio
Management -
North America
for HSBC Bank
USA, N.A., a
subsidiary of HSBC Holdings
plc (NYSE: HBC). In this role,
which he assumed in December
2008, he is responsible for
ensuring a satisfactory return on
HSBC’s commercial lending
portfolio from a capital management
perspective.
In more than 20 years of
experience with HSBC, James
has served in a variety of positions
in Asia, the Middle East,
Europe and the United States.
He transferred from Hong Kong
to New York City in September
2007. During his career, he has
held senior management positions
in Global Transaction
Banking, Commercial Banking,
Global Banking and Markets,
and Strategic Planning.
James was born and grew up
in Dublin; he earned a bachelor
of commerce degree from
University College in Dublin.
He believes that “being Irish
allows you to keep an open
mind about relating to other
people and their values.” James
is married to Josie, who hails
from Hong Kong, and they live
in New York City.
WALL
STREET50
Matt Gorman
Credit Suisse
Matt W. Gorman is a managing
director of Credit Suisse and New
York regional office manager of
Private Banking USA. He joined
Credit Suisse First Boston in
2000 when the firm merged with
Donaldson, Lufkin and Jenrette,
where he was a producing manager
and a recipient of the Super
Achiever Award in 1999. Prior to
joining DLJ in
1994, he worked
for Kidder
Peabody in
Private Client
Services, where
he served as the
sales manager of
the headquarters office. He graduated
from Princeton in 1978
with a BA in economics, and
spent two years working in public
accounting with PriceWaterhouse
prior to attending the Wharton
Business School for his MBA.
Matt is a third-generation Irish
American. His great grandfather,
William Gorman, came to the
United States in 1855 when he
was 18 years old with no money
and looked for work, leaving his
family behind in County Clare.
William settled in the Hartford,
CT area. Matt’s maternal ancestors,
the Moroneys, came to
America in 1842 and settled outside
of Cleveland, OH.
Matt has five children and three
dogs. He and his wife of 27
years, Lorri, live in Pelham
Manor, New York.
Michael Higgins
CIBC World Markets
Michael Higgins is managing
director and head of Real Estate
Finance at CIBC World
Markets. CIBC is a leading
financial institution and one of
the largest in North America,
with total assets exceeding $200
billion and offices around the
world.
Michael is one of the most
active and respected real estate
finance executives in the U.S.
He has experience in all aspects
of the real estate industry and
has been involved in the financing
and advisory of over $50
billion of commercial real estate
transactions.
A native of County Mayo,
Michael earned a bachelor of
commerce degree from National
University of Ireland, Galway,
where he serves
on the foundation
board.
He also holds
a master of science
degree in
real estate
finance from
New York University.
Michael, who is married and
has four children, is a member
of The American Ireland Fund.
An avid golfer, he served as
chairman of the AIF’s golf outing
at Baltusrol, New Jersey in
2004.
Paul Keary • FTI Consulting
Paul Keary is senior managing director and director
of business integration with NYSE listed FTI
Consulting. Paul is also a board director of
Financial Dynamics Ireland. He brings over 13
years experience on both sides of the Atlantic.
Prior to joining FTI, Paul held a senior management
position for an international PR agency
and advised a wide number of blue chip technology
companies on communications strategy surrounding IPOs and
M&A activity. Previously he was also head of communications for
Xerox Europe Ltd.
A marketing and communications graduate, Paul has twice been
awarded by the Public Relations Consultants Association, for
Excellence in Financial Communications and Excellence in
Corporate Communications.
Paul is currently a director of the US Foundation Board for
National University of Ireland, Galway, a founding board director of
the IN-NYC business network, and was recently honored as a recipient
of The Irish Echo’s “Top 40 Under 40” Awards for North
America.

Denis Kelleher
Wall Street Access
Denis Kelleher is founder and
chief executive officer of Wall
Street Access. Since 1981, Wall
Street Access has combined an
independent, entrepreneurial
culture with a powerful platform
to build and operate a diverse
set of successful financial services
businesses.
Denis began his career in
1958 as a
messenger
with Merrill
Lynch, where
through
dynamic
financial talent,
he rose
dramatically through the company
ranks until 1969 when he
founded Ruane Cunniff and its
Sequoia Fund. In 1981, he
founded Wall Street Access.
Denis, a native of County
Kerry, is a graduate of St. John’s
University, where he served as
chairman of the board for the
last eight years. He is director of
The New Ireland Fund and
member of the Staten Island
Foundation, and was proud to be
recognized with the Ellis Island
Medal of Honor in 1995. In
2005, Denis was Grand Marshal
of the St. Patrick’s Day Parade
in New York City. He is married
with three children and seven
grandchildren.
54 IRISH AMERICA AUGUST/SEPTEMBER 2009
WALL
STREET50
Sean Kelleher
Wall Street Access
As managing director of Wall
Street Access, the financial
services organization founded
by his father Denis Kelleher,
Sean has helped guide the firm
through successful ventures in
online brokerage, institutional
research and trading, and asset
management. In 1992, Sean
joined the firm as a clerk and
now manages a team of more
than 50 analysts, traders and
salespeople.
A graduate of Wagner
College, Sean now serves on
the college’s alumni board and
finance committee. He also
serves as co-chairman of the
Staten Island Film Festival and
is the co-founder of the Gerry
Red Wilson Foundation to support
spinal meningitis research.
Sean, who spent the summers
of his youth in Ireland,
working the
bog, says the
catalysts behind
his love for Irish
culture are his
family and playing
Gaelic football
in his
father’s village
in County Kerry. He lives on
Staten Island, New York with
his wife Wendy and their three
children, Maggie, Jack and
Denis.
Donald Keough
Allen & Company Incorporated
Donald Keough is chairman of the board of Allen &
Company Incorporated. He was elected to that position
in 1993. Donald retired as president, COO and a
director of The Coca-Cola Company in 1993, positions
he held since 1981. His tenure with the company
dates back to 1950. Donald currently serves on the boards of
IAC/InterActive Corp, Global Yankee Holdings, Berkshire Hathaway
Inc. and The Coca-Cola Company. Donald has served for many years as
a member of the boards of McDonald’s Corp., The Washington Post
Co., H. J. Heinz Co. and The Home Depot. He is chairman emeritus of
the Board of Trustees and a life trustee of the University of Notre Dame.
Donald has received many honors including honorary doctorates from
the University of Notre Dame, his alma mater Creighton University, and
Trinity University in Dublin. He received the University of Notre
Dame’s highest honor, the Laetare Medal, in 1993.
Donald resides in Atlanta, Georgia with his wife, Marilyn. They have
six children and eighteen grandchildren. Donald received honorary Irish
citizenship in June 2007.
Shaun Kelly • KPMG
Shaun Kelly is the vice chair in charge of KPMG’s
US Tax practice and regional head of the Americas
Tax practice. He is responsible for setting the strategic
direction for, and overseeing the operations of,
KPMG’s Tax practice. Shaun leads a team of over
400 tax partners and more than 4,000 tax professionals.
He serves as a member of the firm’s
Management and Operating Committees. Prior to assuming the vice
chair role in 2005, Shaun led KPMG’s Global Transaction Services
practice and was regional coordinating partner for the Transaction
Services practice in the Americas.
Shaun grew up in Belfast and attended Holy Child Primary
School and St. Mary’s Christian Brothers Grammar School in West
Belfast. He received a bachelor of commerce degree from University
College, Dublin. Shaun first moved to the US in 1984 on a short-term
assignment. After working in Belfast from 1990-1999 he returned to
the US where he has worked in KPMG’s offices in San Francisco,
Chicago and New York. Shaun lives in Connecticut with his wife
Mary, who was born in Donegal, and their four children, two of whom
were born in Belfast.
Sean Kilduff
UBS
As senior vice president of
investments at UBS Private
Wealth Management, Sean T.
Kilduff focuses on delivering
customized solutions to high net
worth individuals and families.
He also serves as senior portfolio
manager in the Portfolio
Management Program concentrated
on developing customized
investment strategies that utilize
strategic and tactical asset allocation
models.
Born and
raised in New
York, Sean is a
graduate of St.
John’s University
with a BS in
finance. He
began his career at Shearson
Lehman Brothers and spent nine
years at Morgan Stanley Global
Wealth Management before moving
his team and practice to UBS
Private Wealth Management.
Sean is a first-generation Irish
American whose mother was
born and raised in Dublin. His
father’s family is from
Westmeath. Sean notes, “Having
visited my grandmother in
Dublin often, Ireland became a
big part of my life from an early
age. As a result, I gained a true
appreciation for the world
famous warmth and incredible
wit of the Irish people.”
Sean lives in Rockville
Centre, New York with his wife
Jean and their four children.
Thomas Lynch
Milkie/Ferguson
Investments
Thomas “Tom”
Lynch is a vice
president of
investments and
registered principal
with the
Dallas-based
firm
Milkie/Ferguson Investments.
2009 is Tom’s 25th year in the
investment business.
Throughout his career, Tom
has earned numerous Top-
Producer awards. He specializes
in stocks, exchange traded
funds, option strategies and IRA
rollovers.
Tom graduated from the
University of Missouri-Kansas
City. He is a second-generation
Irish American whose father’s
family was from Roscommon
and his mother’s from Cork.
Pride in his Irish heritage was
ingrained from childhood. Tom
and his wife have been active in
the past with Project Children,
which brings children from the
North of Ireland to the US each
summer. He is also a member of
the American Ireland Fund and
supports Concern USA. The
motto on the Lynch family Irishcoat
of arms is Semper Fidelis
(Always Faithful) and serves as
Tom’s code of conduct: always
faithful to family, friends,
clients, Irish Catholic heritage
and to Texas and the USA.

Meg McCarthy • Aetna Inc.
As chief information officer and senior vice president of
Procurement and Real Estate, Meg McCarthy is responsible for all
information technology services, process and performance improvement,
procurement and real estate at Aetna Inc. Prior to being named
CIO in 2005, Meg was vice president and head of Business
Solutions Delivery at Aetna.
Meg received her master’s of public health degree in hospital
administration from Yale University and received her BA in philosophy
from Providence College. Before working for
Aetna, she was senior vice president of
Information Technology at CIGNA.
Meg’s military experience includes US Navy
Medical Services Corps; lieutenant at Bethesda
Naval Hospital; and US Navy Reserves, lieutenant
commander.
A third-generation Irish American whose
father’s family came from Kerry, Meg is a member of the Ancient
Order of Hibernians and calls her Irish heritage a source of “strong
spirit, personal warmth, and perseverance.”
Thomas
Meagher Jr.
Grosvenor Capital
Management L.P.
Thomas Meagher Jr. joined
Grosvenor Capital Management,
L.P., in 2001 and shares responsibility
for business development.
Grosvenor, established in
1971, is a pioneer in the hedge
fund industry.
From 1998 to 2001, Thomas
was a director with First Union
National Bank. From 1995
through 1998,
he was a director
with The
ServiceMaster
Company.
Thomas also
served as assistant
to the governor
on economic affairs in the
office of Governor Thompson as
well as the deputy director for
the Illinois Housing
Development Authority from
1982 to 1990. He received a
BBA in marketing and management
in 1982 from Texas
Christian University.
Thomas resides in Chicago
with his wife, Diane, and son.
In addition, he has two adult
sons living in Chicago and
Florida. Thomas is a member of
the Economic Club and on the
International Board of Visitors
of Texas Christian University
and the Board of Old St.
Patrick’s Church, Chicago.
WALL
STREET50
Anthony Murphy
HSBC
Anthony J. “Tony” Murphy is
senior executive vice president
of Strategy Implementation at
HSBC North America Holdings
Inc., a wholly owned subsidiary
of HSBC Holdings plc
(NYSE:HBC). Prior to his
appointment to this role, Tony
was head of Portfolio
Management for HNAH. He
was formerly president and CEO
of HSBC Securities (USA) Inc.
and a dual executive officer of
HSBC Bank USA N.A. He had
been a leading member of the
Global Banking & Markets senior
management team in the
Americas since 2000, appointed
CEO of HSI in 2003 and in
2006 took on the added responsibilities
as COO of CIBM and
INV in North America and oversight
of Balance Sheet
Management activities. He
joined the HSBC Group in 1990
and has held various general
management, trading, strategy
and risk management positions
in New York and London.
Tony holds a degree from
Trinity College, Dublin
University, and a PhD in theoretical
physics
from Oxford
University. He is
a Fellow of the
UK Institute of
Actuaries.
Brendan
McDonagh
HSBC
Brendan
McDonagh is
chief executive
officer of HSBC
– North America
Holdings Inc.
Appointed CEO
in February
2008, he is responsible for the
group’s banking and consumer
finance operations in the US and
Canada. In 2008 Brendan also
became group managing director
for HSBC Holdings plc, and is a
member of the HSBC Group
Management Board. He joined
HSBC in 1979 as an international
manager and held a series of
senior executive positions before
becoming CEO.
Brendan was born and raised
in Dublin and received his bachelor’s
and master’s degrees from
Trinity College. He is past chairman
of the Consumer Bankers
Association, a member of the
Civic Committee of the
Commercial Club of Chicago,
and a member of the Chicago
Council on Global Affairs.
Brendan is active in several
USA/Ireland organizations,
including the New York
Regional Board of the American
Ireland Fund and the USA
Board of Co-operation Ireland.
He resides in the Chicago area
with his wife Kenane and their
two children.
Liam McGee
Bank of America
Liam E. McGee is president of
the Consumer & Small Business
Bank for Bank of America,
which serves 55 million US consumer
and small business households.
In addition, he is responsible
for the corporation’s global
technology and delivery in the
over 30 countries in which Bank
of America operates.
Liam joined Bank of America
in 1990 and has broad leadership
experience in consumer
banking, corporate and commercial
banking, and technology
and operations. In 2001, he was
appointed president of the Bank
of America Consumer Bank.
Active in civic affairs and
education, Liam is a member of
the National Urban League
Board of Trustees and the
Financial Services Roundtable
Board of Directors. Additionally,
he serves on the board of the
Andres H.
Bechtler Arts
Foundation. A
native of
County
Donegal,
Ireland, Liam
grew up in
Southern California and speaks
Spanish fluently. He is a graduate
of the University of San
Diego, with a master’s degree in
business administration from
Pepperdine University and a law
degree from Loyola Law
School.
Conor Murphy • MetLife
Conor Murphy is vice president and head of
investor relations for MetLife. He was appointed to
this position in 2007. Previously, Conor was vice
president and CFO for MetLife’s investments
department since 2002. He joined MetLife in 2000
after seven years with PricewaterhouseCoopers
LLP, where he served in the New York Financial
Services Industry Practice. Prior to that, he spent five years with Grant
Thornton LLP in Dublin, Ireland.
Conor is a founding trustee of Cristo Rey New York High School
and a past president of the Association of Chartered Accountants in the
United States. He is a certified public accountant and a member of the
Massachusetts Society of CPAs. Conor is also a chartered accountant
and a fellow of the Institute of Chartered Accountants in Ireland.
Conor is a native of Donegal, where the third generation of Murphys
still runs the family store, “Murphy of Ireland.” He resides in
Westchester County, NY with his wife Ani and sons Jack and Aidan.
He credits his good fortune to having received a great education that
"started in a two-room village school" and to being married "to a
saint."
AUGUST/SEPTEMBER 2009 IRISH AMERICA 57

WALL
STREET50
Kevin Murray
AXA Financial, Inc.
In 2005, Kevin E. Murray was
appointed executive vice president
and CIO of AXA Financial,
Inc. and member of the company’s
Executive Management
Committee. As executive vice
president and CIO, Kevin directs
all systems strategy and delivery
towards the execution of its mission
to become the industry
leader. Over
the past 25
years, Kevin
has held a
number of
leadership roles
in the technology
industry
with a significant focus on retiring
legacy technologies and successfully
implementing new
strategic business systems. Prior
to joining AXA, Kevin served as
CIO of the American
International Group.
Kevin is a member of the
American Ireland Fund New
York Regional Advisory Board,
the AT&T Technology Advisory
Board, Hewlett Packard
Advisory Board and the
Enterprise Ireland’s Advisory
Board.
Kevin earned a BS in computer
science with an emphasis in
finance at Penn State University.
He is a second-generation Irish
American. All of his grandparents
were born in West Cork and
migrated to the Bronx, NY in the
early 1900s. Kevin resides in
New York City.
Alfred Nunan Jr.
Capital One Bank
Alfred Nunan, Jr. is a senior vice
president of Business Banking at
Capital One Bank. He manages
over one hundred business banking
relationships for the bank
and coordinates a team of bank
product specialists. Despite the
economic slowdown, Alfred continues
to successfully develop
new business for the bank, and
credits his contacts within the
Irish-American community for
his continued success.
Prior to joining Capital One
Bank, Alfred worked for
Deutsche Bank in the Leveraged
Finance Portfolio Group and
Allied Irish Bank in New York.
Alfred is the president of the
Irish Business Association and
serves on the Board of Directors
of the Morris Center YMCA. He
served nine years on the active
roll of the First Troop
Philadelphia City Cavalry, a unit
within the Army
National Guard,
and continues to
serve as a nonactive
member.
Alfred is a thirdgeneration
Irish
American who
traces his Irish roots to
Castletown Conyers, Limerick.
He is a graduate of The Hun
School of Princeton and received
a BS degree in economics from
Monmouth University. He
resides in Maplewood, NJ with
his wife Anne and three children
Bridget, Freddy and Denis.
John O’Donoghue
Cowen & Co. L.L.C.
John F. O’Donoghue is the head of equities at
Cowen & Company L.L.C and a member of the
firm’s Executive Committee. As such, John oversees
the firm’s research sales, sales trading, and all
trading areas of the firm, along with strategic planning
and expansion of the firm’s franchise.
Prior to joining Cowen in 2005, John was managing director and
co-head of trading at Credit Suisse First Boston and was a member of
that firm’s Global Equity Operating Committee. Before that, he was a
partner at Schroders PLC and spent 17 years working with Schroders,
including six years as managing director.
A native of County Down, John received an honors BSc degree in
economics from Queen’s University in Belfast. He moved to the
United States in 1980 and has been active in the American Ireland
Fund, serving on the last seven chairman’s committees for the annual
New York Gala. John also serves on the QUB Advisory Board (US)
and is married to Debbie with two sons, John Patrick and Brendan.
Anthony O’Callaghan
Credit Suisse
Anthony “Tony” O’Callaghan is a director and relationship
manager for Credit Suisse Private Banking
USA, based in New York. Tony has over 26 years of
experience as an investment professional. Prior to
joining Credit Suisse (DLJ) in 1994, he was with
Kidder, Peabody & Co. for 12 years. Tony’s focus is on providing
wealth management solutions for corporations, foundations and pension
plans as well as senior corporate officers, family offices and ultra
high net worth and high net worth individuals. Tony is among the most
senior advisors in Credit Suisse’s Private Banking USA with particular
expertise in asset allocation and fixed income. He earned his BA in
economics from Michigan State University.
Tony is a fourth-generation Irish American whose great grandfather
came to the United States in the late 19th century. His branch of the
O’Callaghans traces back to County Mayo, where you can still see the
ruins of the once great O’Callaghan castle. Tony and his wife Patti
have three children: Anthony Ryan, Julia Britten and Bonnie Diane.
They have all visited Ireland and speak to their friends there regularly.
James O’Sullivan
UBS
James “Jim” O’Sullivan is a
managing director and senior
economist for UBS. While the
collapse in US housing was
more dramatic than expected, he
had been forecasting significant
weakening in sales and prices
and spillover to the overall economy.
Jim was co-ranked first in
economics in the Institutional
Investor survey of fixed-income
investors in 2007 and 2008. He
was named Forecaster of the
Year for 2008 and 2006 by Dow
Jones MarketWatch.
Born in New York, Jim grew
up in Co. Offaly.
His father is
from Limerick
and his mother
is from Cork.
Jim says,
“People in
Ireland take an
exceptional interest in political
and socioeconomic developments.
Growing up there stimulated
that interest in me. As an
economist, I am focused on the
interactions among government
policy, financial markets, and the
economy.”
Jim holds a BA in economics
from Trinity College Dublin,
where he achieved the distinction
of Scholar, and an MA in
economics from Queen’s
University in Ontario. He lives
in Manhattan with his Offalyborn
wife, Margaret Molloy, a
marketing executive, and their
sons, Finn and Emmet.
Declan Quirke
Cowen & Co. L.L.C.
Declan Quirke grew up in
Dalkey and moved to the US for
studies at
Columbia.
Declan, head of
health care
M&A for
Cowen and
Company,
joined the firm
in 2001 from Robertson Stephens
where he was co-head of their
East Coast M&A activities. Prior
to Robertson, he was a managing
director in PaineWebber’s M&A
Group responsible for all of their
technology and healthcare M&A.
Declan focuses on Cowen’s
Biotechnology, Specialty
Pharmaceutical and
Pharmaceutical and Healthcare
Services sectors in Europe and
North America. He has originated
and executed a large number
of transactions across a range of
geographies and sectors, including
mergers, acquisitions, divestitures,
exclusive sales, spin-offs
and other assorted defense and
financial advisory assignments.
Declan received an MBA from
Columbia University Graduate
School of Business and a BE in
mechanical engineering from
University College Dublin,
Ireland. Prior to business school,
he was a project engineer for
Babcock Power PLC, a nuclear
and defense contractor in the
UK. Declan is married to Karen
Murphy and they have four
daughters and one son.
AUGUST/SEPTEMBER 2009 IRISH AMERICA 59

Brian Ruane
Bank of New York Mellon
Brian Ruane is executive vice president of Client
Management and head of Financial Institutions at
The Bank of New York Mellon. Brian is a member
of the Bank’s Operating Committee and sits on the
board of Pershing LLC and BNY Mellon Financial
Services PLC, an Irish bank. In March 2009, Brian joined the Bank's
newly created Sovereign Advisory Board, tasked with best serving
sovereign organizations, sovereign wealth funds, sovereign pension
plans and central banks.
Brian graduated from Colaiste Eanna in Dublin in 1982. In 1989,
he graduated from The Chartered Association of Certified Accountants
in the U.K. and Ireland. In 1995, he received his MBA in international
banking from The Zarb School of Business, New York. Brian sits on
the advisory boards of The UCD Michael Smurfit School of Business,
Dublin, and The Zarb School of Business, New York.
Brian’s father comes from Crossmolina, County Mayo and his
mother is from Drumhaldry, County Longford. He and his wife Anna,
from Dublin, live in New York with their four children.
Patrick Shouvlin
PwC
Patrick J. “Pat” Shouvlin
began his career with
PricewaterhouseCoopers in
Cincinnati in 1977. He moved to
New York in 1986 to work in the
firm's Strategic Planning department.
He was admitted to the
partnership in 1988 and joined
the firm's Mergers & Acquisitions
group in 1990. In 1992 he joined
the Insurance group and led the
group from 1996 to 2003. Pat is
the global engagement partner on
American
Express and
Zurich
Financial
Services.
Pat holds a
BA in history
from Denison
University and an MBA in
finance from The University of
Pennsylvania's Wharton School
with an MBA in finance. He is on
the Executive Committee of the
Board of Overseers of St. John’s
University, School of Risk
Management, Insurance and
Actuarial Science, is a member of
the AICPA, and is a licensed CPA
in NY, Connecticut and Ohio.
Pat’s grandfather, PJ Shouvlin,
was born in the town of Ardara,
Donegal, in 1863 and emigrated
with his family in 1866. PJ, with
only four grades of formal education,
became an engineer and
designed one of the first internal
combustion engines for use in the
oil fields in the US.
60 IRISH AMERICA AUGUST/SEPTEMBER 2009
Brian Sweeney
Marco Polo Network
Brian Sweeney is a managing
director of Marco Polo Network,
a financial services
firm with a
specialized
focus on emerging
markets.
Brian was one
of the founding
members of the
company, which was established
in New York City in 2001. With
offices across the major emerging
markets, Marco Polo
Network is one of the fastest
growing platforms capitalizing
on global demand for emerging
market investments and the
growth of new marketplaces
across the globe. Brian, who has
over 15 years experience in trading
and operations, is responsible
for client strategy and sales
of equities, futures and fixed
income to Quant Funds and
Proprietary Trading Desks in
Europe and the USA. He began
his career at Citigroup before
becoming an options specialist
on the NYSE floor, and developed
his emerging markets
expertise while at the Standard
Bank of South Africa.
A Dublin native, Brian was
educated at Terenure College
and University College of
Dublin, where he received a BA
in economics and English. He
resides in New York City with
his wife, Fabienne and two children,
Liam and Xavier.
WALL
STREET50
Sharon Sager
UBS
Sharon Sager, senior vice president
of investments, is a private
wealth advisor at UBS Financial
Services Inc. A 25-year veteran
of the financial
securities industry,
Sharon previously
worked
in the textile
industry. She
graduated from
the College of
Mount St. Vincent with a bachelor’s
degree in fine arts. Later,
she obtained the Certified
Investment Analyst degree from
the Investment Management
Consultants Association. In
1983, she began her financial
career at Kidder Peabody & Co.,
which merged with Paine
Webber in 1995 and UBS in
2000. Sharon is a member of the
board of directors of the Careers
Through Culinary Arts Program.
In 2006, 2007 and 2008
Sharon was named one of
Barron’s “Top 100 Women
Financial Advisors,” and will be
again in 2009. She was also
named to Barron’s “Top 1,000
Advisors” in 2009. Sharon is a
second-generation Irish
American and holds membership
in the Irish Georgian
Society and the New York Irish
History Roundtable. Her father’s
family, the O’Tooles, are from
County Galway, while her mother’s,
the Carrolls, hail from
County Cork.
John Shea
Eaton Vance
John Shea is vice president and
CIO for Eaton Vance. He is
responsible for all technology
leveraged across Eaton Vance
and supervises a staff of more
than 70 employees. John has
over 10 years of experience in
the investment industry and over
25 years working in technology.
Prior to joining Eaton Vance,
he was director of information
technology at Batterymarch
Financial Management, an asset
management subsidiary of Legg
Mason. Previously, John was
senior vice president of MFS
Investment Management. Before
entering the financial services
industry, John developed software
for the nuclear power
industry and spent nearly 10
years as an officer in the U.S.
Navy Submarine Force (Nuclear
Power Program). He is currently
a captain in the Naval Reserve.
John holds a
BS in marine
engineering
from Maine
Maritime
Academy, an
MBA from Anna
Maria College
and a graduate certificate in
internet technologies from
Boston University.
The native Bostonian is a second-generation
Irish American
with roots in counties Killarney
and Kerry, and is married with
five children.
• end quote •
“My mother ran that house as if it were a navy
destroyer, but with such calm and grace, we never
knew how regimented it was.” The Crottys’
home doubled as the neighborhood playground,
ball field, and general gathering place for the
neighborhood. “With the community tennis
courts and swimming pool at the end of
the street, we never had to leave the
neighborhood…we had everything.”
– Christopher C. Crotty, vice president and director of convertible
trading at Farina and Associates. The second of seven close knit siblings
born a mere eight an a half years apart from each other, to James and
Kathleen Crotty, Chris and his family grew up in Hamburg, in the
suburbs of Buffalo, New York.