| The Wall Street 50
“After 9/11, we
quickly realized that we had several jobs ahead of us: the obvious task of
rebuilding our ½ne company; the moral obligation of taking care of this
family, especially those with children; and the need to heal and go on.”
– John Duffy, Chairman & CEO Keefe, Bruyette & Woods.
A special congratulations to all our
honorees. We welcome many new faces to this, our Ninth Annual list, as well
as those stalwarts of the financial industry who have been with us since our
inaugural Wall Street 50 in 1998.
There have been many changes over the past nine years, one of the most
striking being that in 1998, just one of our honorees was born in Ireland,
while on this year’s list we find that 18 percent of our Wall Street 50 are
Irish-born.
This is a stunning development when you consider that not too long ago an
Irish immigrant would have been lucky to end up as a runner on Wall Street.
Yet, even as we celebrate our successes, there’s the reminder that the story
of the Irish in America is one of triumph over hardship, and nowhere is this
more apparent than on Wall Street.
As we mark the upcoming 5th anniversary of 9/11, we are mindful that 40
percent of those who perished in the attack on the World Trade Center worked
in the financial industry. And, as we salute this year’s “Best and
Brightest” we remember all those we lost, and especially those who were Wall
Street 50 honorees.
Out of 9/11 came some of the most extraordinary leaders of our time, and one
of those leaders, a true chieftain of the clan, is John Duffy, Chairman and CEO of Keefe, Bruyette &
Woods, and this year’s Wall Street 50 Keynote Speaker.
John has 30 years of experience in finance. He is active in both capital
markets transactions and the mergers and acquisitions of banks throughout
the nation, and he was at the helm of last year’s Banc of America merger.
But more than that, John Duffy is representative of the exceptional men and
women who, despite their own personal tragedies, took command and led the
effort in rebuilding the financial markets after 9/11.
We salute all of you, and know that, as John says, “Every day you go to work
and do something meaningful, it is a tribute to all the special friends that
we lost.”
– Patricia Harty
 Kay
Booth
Bear Stearns & Co
Kay Booth’s over 30 years experience in the securities business
has served her well in her role as a Senior Managing Director and the
Director of Global Equity Research at Bear Stearns. She has developed
a new conceptual framework for research that has distinguished the company.
Booth’s efforts have had an international effect as well, broadening
the company’s product line to include Latin America, Asia and Europe.
All these new foreign departments are based on Booth’s successful
model.
She is an active member of the Securities Industry Association, the New
York Society of Securities Analysts and the CFA Institute. Booth is also
president of the BearXplorer Corporation and has served as chairman of
the President’s Advisory Council in 2004. She recently founded the
Bear Stearns Equities and Legal Division Women’s Network.
Kay Booth is a member of the Indiana University College of Arts and Sciences
Advisory Board. Married with two children, Booth traces her heritage to
counties Kerry and Kilkenny.
 David
Brennan
Bear Stearns & Co
David Brennan is a managing director of Bear Stearns & Co., and is
also the national director of the Bear Stearns Advisory Services Alliance.
As national director, it is Brennan’s responsibility to make sure
that the Alliance does its job of helping accountants, lawyers, agents,
and other professional advisors expand the services for high-net worth
clients. Brennan joined Bear Stearns in 2003. Previously, he was a managing
director at Oppenheimer & Co.
A second-generation Irish-American, Brennan received his B.A. in history
from Fordham University. In 1997, he and his wife traveled to Ireland
and acquired a historic Georgian house, a former rectory, in County Limerick.
His wife, Deirdre, who spent her summers on the family farm in Beale,
Co. Kerry, recently produced a natural history documentary directed by
renowned Irish wildlife filmmaker Eamon de Buitlear. The film, Sceillig
& Bermuda, A Last Refuge, was broadcast on Christmas Day in Ireland
last year. Brennan’s father’s family is from Kilkenny, while
his mother’s parents are from Leitrim and Sligo. Brennan enjoys
membership in the Irish Georgian Society, NYU’s Glucksman Ireland
House, and he is on the Campaign Leadership committee for the Irish Repertory
Theatre Company.
 Paul
Carey
Allied Irish Bank
Paul Carey is the Managing Director of the Allied Irish Bank (AIB) Corporate
Banking North America and previously worked in the European and London
markets where he focussed on structured deals including leveraged and
project finance transactions. He established and led the Special Finance
Unit of the AIB Capital markets and has extensive experience in this field.
He has held senior positions with AIB Investment Banking and Corporate
Banking and has former experience working with the Irish Development Bank
as well as the Irish Department of Finance.
Carey graduated from the University College Dublin with a bachelor’s
degree in Commerce. He later qualified as a Chartered Accountant for Price
Waterhouse. He is a member of the Institute of Chartered Accountants in
North America. A native of Dublin, Carey believes the U.S. is a great
place to do business and is a natural market for Irish companies. He is
married with three children.
 Maureen
Coen
Credit Suisse
Maureen Coen is the Managing Director and Global Head of ABCP Origination
at Credit Suisse, First Boston. Prior to joining Credit Suisse in October
2000, Maureen spent seven and a half years at Moody’s Investors
Service. During her time at Moody’s Maureen ran the Asset-Backed
Securitization Group for one and a half years and the ABCP group for over
three years.
Born in Suffern, NY, Maureen received her B.A. in Political Science from
the University of Dayton where she graduated magna cum laude. She went
on to get her M.B.A from Syracuse University where she graduated cum laude
in addition to being the recipient of a Juris Doctorate.
Coen is first generation Irish-American. Her father, Joen Coen comes from
Galway and her mother, Mary McConn hails from Dublin. She is married with
three children.
 Christopher
M. Condron
AXA Financial
Christopher “Kip” Condron, president and CEO of AXA Financial,
Inc., is also a member of the AXA Group Management Board. Condron joined
AXA immediately following his role as president and COO of The Mellon
Financial Corporation and chairman and CEO of the Dreyfus Corporation.
Condron began his career at C.S. McKee and Co. before forming his own
financial planning firm, Condron Associates. When the firm was acquired
by AYCO Corporation, he became co-president. In 1989, Condron joined The
Boston Company, now Mellon Private Asset Management, where he was named
executive vice president. In 1995, he took over the responsibility for
the Dreyfus Corporation.
Condron received his bachelor’s degree in business from the University
of Scranton. He is a member of the Financial Services Roundtable and its
Board of Directors. He is also a director and treasurer of The American
Ireland Fund. Married with three children, Condron is a third-generation
Irish-American with roots in Donegal and Cork.
 Richard
F. Connolly
UBS
Richard F. Connolly serves as Senior Vice President for Investments at
UBS and is the co-founder of The Connolly Group. He received his B.A.
in History at the College of the Holy Cross in Worcester, Massachusetts,
and his M.B.A. at Babson College’s Olin Graduate School.
Over twenty years ago Connolly held the first annual golf tournament to
benefit the Children’s Medical Research Foundation, which provides
money for research to Our Lady’s Hospital in Dublin. He has since
raised over $3 million for the hospital. In 2000 he received an award
from the Francis Ouimet Scholarship Fund for distinguished service. Connolly
has also received the “Man of the Year” award from the National
Multiple Sclerosis Society, and the Laboure Medal from Laboure College,
which is given to individuals “who champion the cause of the poor,
the infirm and the hungry.”
Connolly, a second-generation Irish-American and member of the Ireland
Fund, is the son of Richard Connolly and Ruth Doherty. His mother’s
family comes from Pontoon, County Mayo. He currently lives with his wife,
Ann Marie, and their three sons in Concord, Massachusetts.
 Noreen
M. Culhane
New York Stock Exchange
As executive vice president for the New York Stock Exchange’s Global
Corporate Group, Noreen Culhane is responsible for the Exchange’s
efforts to attract new listings and to serve companies already listed.
She manages Business Development, Client Service, Marketing, Sales Support,
and the Initial Public Offering process and Structured Products for the
Exchange’s business worldwide.
A first-generation Irish-American, with roots in County Kerry, Culhane
believes that strong relationships founded on mutual trust and respect
are essential to economic growth and peace and that Ireland and the U.S.
should lead the way and be a model for others.
A native New Yorker, Culhane obtained an undergraduate degree from the
College of Mount St. Vincent, where she serves on the board, and a graduate
degree in education from the College of New Rochelle. She also completed
the Advanced Management Program at Harvard, and serves on the Management
Committee for the NYSE, and the Fund Raising Board of the Borough of Manhattan
Community College. She is a member of the Economic Club of New York.
 Robert
Cunningham
Merrill Lynch
Robert Cunningham is a managing director in the Equity Markets Division
of Merrill Lynch. Currently in the global
equity financing division, Mr. Cunningham held a series of leadership
positions within the firm. Prior to his current role, he had senior management
responsibilities on the NYSE and American Stock Exchange floor operations.
He became a member of the NYSE in 1983 and a
partner at Merrill Lynch since 1987. He was also on the Board of Directors
of Merrill Lynch Specialists from 1995-1998. Cunningham was on the NYSE
Arbitration Committee, the NYSE Technology Committee and served as a governor
of the NYSE. He is also on the Board of Directors of the NYSE Luncheon
Club and St. Ignatius grammar school. He was raised in Woodside, Queens
and attended St. Sebastian’s grammar school, Msgr. McClancy High
School, and is a 1981 graduate of St. John’s University. An active
member of the American Ireland Fund, Cunningham resides in Ridgewood,
New Jersey with his wife Maeve and their three sons.
 David
Dempsey
Bentley Associates, L.P.
David Dempsey has over twenty-six years experience as an international
investment banker specializing in private equity, mergers and acquisitions.
He is currently a Managing Director at Bentley Associates L.P. in New
York. He was a Vice President, Mergers & Acquisitions Group, at Bankers
Trust and Prudential Securities in New York and, earlier in his career,
he was also a Principal at the management consulting firm of Booz Allan
& Hamilton. He started his career at the Chase Bank in London after
completing his term as Secretary General of AIESEC International in Brussels,
Belgium. He is an Advisory Board member for the Pennell Venture Partners
Marathon Fund L.P., a private equity fund. He is a former member of the
Board of Directors of 205-69 Inc. and AIESEC U.S. Inc. He is also the
founder of the China Investment Group, LLC.
David grew up in Dublin and earned a Bachelor of Commerce from University
College Dublin and his M.B.A. from Fordham University Graduate Business
School. He was also a Visiting Professional at New York University. He
is also a Commercial Pilot and Master Flight Instructor and lives in New
York City with his wife, Deborah.
 Richard
A. Devine
Bear Stearns and Co.
Richard Devine has been in the financial services industry for more than
22 years. His current position is Managing Director in Private Client
Services of Bear Stearns and Co., Inc. Before that, Mr. Devine spent 17
years at Oppenheimer and Co., Inc. as a Senior Vice President of the Private
Client Services and managed money consultant.
A Certified Investment Management Analyst, Devine received his certification
through the Wharton School of Business at the University of Pennsylvania.
Devine was born in Brooklyn and attended St. Francis College where he
studied economics. Concurrent with his studies at St. Francis, Devine
gained hands-on experience at Drexel Burnham Lambert. One of his favorite
quotes and standards he likes to live by is “we are excellent.”
Devine is a second-generation Irish-American. His father, Alfred, traces
his roots to County Roscommon. His mother Genevieve Sullivan’s family
is from County Cork. Devine resides in New York with his wife and three
children.
 Thomas
E. Durkin
Merill Lynch
Thomas “Ted” Durkin is the Director of the Philadelphia Complex
of Merrill Lynch. The five offices under his direction are City Center,
Blue Bell, Doylestown, Elkins Park, and Jenkintown. Prior to Philadelphia
he was Director of the Hamptons Roads Complex in Norfolk, VA and before
that, Sales Manager in Washington DC.
A graduate of Lehigh University, Ted started his career at Merrill Lynch
as a Financial Consultant in the World Financial Center in New York City.
In April 2000 Ted moved to Management.
A fourth-generation Irish-American Mr. Durkin traces his roots to Cork
on his father’s side and Mayo on his mother’s. Ted and his
wife Meg reside in Wyndmoor, PA and their two daughters, Mollie and Claire.
 Robert
M. Fitzgerald
LaSalle Bank
Robert M. Fitzgerald is senior vice president in the Public Funds Division
of LaSalle Bank where he is a relationship manager for clients in the
government sector. Prior to joining the bank in July, 2005 he was senior
vice president for Bank of America where he served as a loaned executive
to the Governor’s Office of Management & Budget in Springfield.
Fitzgerald also had a long career with the Federal Reserve System, serving
as senior vice president of operations at the Chicago Fed, and Chairman
of the Federal Reserve System’s subcommittee on electronic payments.
Fitzgerald holds a Bachelor of Science degree from Loyola University,
Chicago and is an alumnus of both the Graduate School of Banking at the
University of Wisconsin, Madison, and the Executive Development Program
at Northwestern University, Evanston. He serves as vice chair of the Chicago
Crime Commission, is secretary-treasurer of the Bankers Club of Chicago,
a trustee of Old St. Patrick’s Church, a trustee of the Children
at the Crossroads Foundation and a director of Concern Worldwide (US).
Fitzgerald is a second-generation Irish American, with ancestors from
counties Kerry and Mayo and is a member of the Irish Fellowship Club.
He is the father of four adult children and has eight grandchildren and
lives in Chicago.
 Tom
Gahan
Deutsche Bank Securities Inc
Tom Gahan is the Chief Executive Officer of Deutsche Bank Securities Inc,
the US investment banking and securities arm of German banking colossus
Deutsche Bank. The firm offers underwriting, financial advisory services,
and mergers and acquisitions assistance, and specializations in the technology
and telecommunications equipment industries. Deutsche Bank Securities
also provides investment products, brokerage, and financial advice to
wealthy individual investors through its Deutsche Bank Alex Brown division.
Gahan is also head of CIB Americas based in New York. He is a member of
both the Global Banking Executive Committee and Global Markets Executive
Committee and responsible for Deutsche Bank’s corporate and investment
banking business across advisory, debt and equity activities in the Americas.
Prior to Deutsche Bank, Gahan spent 11 years at Merrill Lynch in a number
of capacities, most recently as Global Head of Credit Trading within the
Fixed Income Division. Gahan has a B.A. in Economics from Brown University.
He is married with five children and is a third-generation Irish-American
with roots in county Wexford.
 Robert
Charles Golden
Prudential Financial
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 450 people. Golden,
who earned his BS and M.B.A. 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, and in 2002, by Catholic Big
Brothers. Golden is a Knight of Malta and a Knight Commander of the Holy
Sepulchre. A third-generation Irish-American with roots in County Mayo,
Golden is a member of the Friendly Sons of St. Patrick, the AOH, and the
St. Patrick Society of Brooklyn. He and his wife Maureen live in Staten
Island with their two children, Katie and Bobby.
 Janet
Hanson
Milestone Capital Management
Janet Hanson is the founder of Milestone Capital Management, a $2 billion
money management company which is the only woman-owned firm of its kind
in the United States and has recently been ranked one of the 25 Best Small
Companies Nationwide by Working Mother Magazine. She is also the founder
of 85 Broads, a global community of businesswomen with14,000 members worldwide.
Hanson’s career started at Goldman Sachs where she became the first
woman in the firm’s history to be promoted to sales management in
1986. Following her 14-year career at Goldman, Janet founded Milestone
Capital Management. In 2004, Hanson also became a Managing Director and
Senior Adviser to the President of Lehman Brothers. She has degrees from
both Wheaton College in Massachusetts and Columbia Graduate School of
Business.
Hanson is on the Board of Trustees of Wheaton College, The Christopher
Reeve Foundation, and Miles To Go, a network-based foundation she established
which supports venture philanthropy for women around the world. Hanson
has received a number of awards and honors, including the Forbes Trailblazer
Award and the Isabel Benham Award from the Women’s Bond Club of
New York. Association. She traces her Irish roots to Muff, County Donegal
and is married with two children.
 Brian
J. Haughey
Citigroup
As a Director with Citigroup Global Markets, Inc., Brian J. Haughey has
been a driving force in developing the company’s overseas Mutual
Fund Fee market. His innovations in the product securitizations led to
increased demand and over $3.5 billion in sales.
Haughey was raised in Ireland and attended University College Dublin,
graduating with a BS in 1985 and a Master’s in Business Studies
in 1990. He moved to the United States in 1994 and began working at Citigroup,
then known as Citicorp, in 1997. Before moving to the United States, Haughey
worked in the electronics industry in Dublin.
Haughey’s father, Sean, is from Derry, while his mother, Imelda
Corcoran, hails from Galway. He lives with his wife and two children,
and says, “We owe a tremendous debt of gratitude to the Irish who
came to the USA before us.”
 Michael
P. Higgins
CIBC World Markets
Michael Higgins is Managing Director and Head of Real Estate Finance at
CIBC World Markets. He 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. 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.
A native of County Mayo, Ireland, Higgins 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. He is married and has four children.
 Brian
P. Hull
Merrill Lynch and Co.
In his newly appointed role as Senior Vice President in Merrill Lynch’s
Global Private Client Group, Brian P. Hull heads Distribution and Business
Development and the Institutional Advisory Division for Global Private
Client. Hull is responsible for servicing the Advisory Division through
the alignment of product specialists, marketing and sales support services
among other duties.
Prior to joining Merrill Lynch, Hull spent more than 10 years at Atlanta/Sosnoff
Capital Corp. where he managed a trading desk and was a member of the
Investment Committee.
Hull’s notable achievements and awards include positions on the
boards of Fairfield University and St. Ignatius School and memberships
in Merrill Lynch’s Global Private Client Executive Committee and
Global Private Client Operating Committee.
Born in Brooklyn, NY, Hull is a graduate of Fairfield University where
he received his B.S. in Accounting. Hull is a third-generation Irish-American
and a member of the American Ireland Fund. His father, Earl Hull, traces
his roots to County Clare and his mother, Patricia Flanagan’s family
comes from Tipperary. Hull and his wife, Laura, reside in Manhasset, NY
with their three children Michael, Matthew and Annie.
 Thomas
J. Jordan
Jordan and Jordan
Thomas Jordan is founder, President, and CEO of Jordan and Jordan. Established
in 1990, the company provides management consulting, project management,
market data management, search and software development to the securities
and banking industry. It recently expanded to London and Singapore.
He is also co-founder and executive director of the financial information
forum, a combination of brokers, vendors, service bureaus, and exchanges
who address issues regarding the effect of structural and technological
changes on securities processing, as well as the collection and distribution
of market data.
He has held various management positions at IBM on both the technical
and marketing side of business. He has also been the chairman of Monchik-Weber,
a Wall Street consulting and product development firm. From 1985 until
he founded his own company in 1990, he was a managing director of Knight-Ridder
Financial/Americas.
Jordan, a second-generation Irish-American, served as an officer in the
U.S. Army Corps of Engineers in Korea. His maternal grandparents came
from Kinaleck, County Cavan. He holds a BS degree in mathematics from
Saint Peter’s College and a master’s in industrial administration
from Union College. He is married and has one daughter, Kathleen.
 John
P. Kehoe
Kehoe Partners, Inc
A New York native, Kehoe began his career on Wall Street and spent over
ten years working his way through the capital markets ranks. In 1969 John,
known as Jack, founded Kehoe, White, Savage and Co., an investor relations
consulting practice, based in New York and Los Angeles. After the sale
of the New York practice to an employee group in 1998 the company name
was changed to Kehoe Partners Inc.
As a senior advisor of his company, he counsels clients and executives
at the Abernathy MacGregor Group on various business communication and
management issues. Kehoe served in the U.S. Marine Corps prior to receiving
a B.A. in English lit from Fordham University. He also has a master’s
degree in business policy from Columbia University Graduate School of
Business. Kehoe is a member of The American Friends of James Joyce, a
trustee of Fordham University and a member of the Executive Committee
of the University’s board and its President’s Council.
A first-generation Irish-American, his late father, John M. Kehoe, emigrated
from Castletown, County Wexford and his mother, Mary Denning Kehoe, from
Virginia, County Cavan. Married to Veronica Lally, who traces her paternal
roots to County Mayo, the Kehoes have five children and reside in New
York City and Montauk.
 Denis
P. Kelleher
Wall Street Access
Denis Kelleher is founder and CEO of Wall Street Access, a diversified
financial services organization with expertise in money management and
trading for institutions and hedge funds. Billions of dollars are processed
through Wall Street Access annually and it is a member of the New York
Stock Exchange.
Kelleher began his career in 1958 as a messenger with Merrill Lynch, where
through dynamic financial talent, he rose dramatically through the company
ranks until 1980 when he used his acquired knowledge and experience to
found Wall Street Access.
Kelleher is a native of County Kerry, Ireland, with a degree from St.
John’s University. He is a member of both the Independence Community
Bank and The New Ireland Fund, and was proud to be recognized with the
Ellis Island Medal of Honor in 1995. Last year, he was Grand Marshal of
the Saint Patrick’s Day parade in New York City. He is married with
three children.
 Sean
P. Kelley
Deutsche Bank AG
In 2004, Sean Kelley took on the role of Global Head of Technology and
Operations for Deutsche Asset Management New York. Prior to this he had
amassed 23 years of experience in technology management including global
chief technology officer positions at Merrill Lynch Investment Managers
and Morgan Stanley Asset Management. Additional management roles positions
included Wells Fargo, Nikko Investment Advisors and CEO of SecurTour Inc.,
a software company servicing the Homeland Security marketplace.
Kelley attended Marquette University in Milwaukee, earning a BS in Operations
Research and Finance. He later completed his M.B.A. at New York University.
The old Chinese proverb “Within the problem is the solution to the
problem’ resonates with Kelley, whose company has an office at the
International Financial Services Centre in Dublin.
Kelley is a second-generation Irish-American. His father’s family
hails from County Roscommon, which is a stronghold for this particular
family name. He is married and has two children.
 Thomas
J. Kenny
Goldman Sachs
Thomas Kenny is a managing director and co-head of Goldman Sachs Asset
Management’s Global Cash and Fixed Income Portfolio. His team is
responsible for managing assets in excess of $200 billion across multiple
strategies with teams in London, Tokyo and New York.
After spending 13 years at Franklin Templeton Group of Funds in California,
where he is from, Kenny joined Goldman Sachs in 1999 as head of the Municipal
Bond Portfolio Management Team, with plans to spend only18 months in New
York. Six years later, he has no plans of leaving in the near future.
Kenny is an Irish-American with roots in County Galway, Balinasloe and
Glenamaddy. He graduated with a bachelor’s degree in business economics
from the University of California, Santa Barbara and an M.S. in finance
from Golden Gate University, San Francisco. While in college Kenny
was paralyzed from the waist down, and now actively
reaches out to others with disabilities through the organizations World
Team Sports and Shake-a-Leg. Kenny and
his wife Susan live in Manhattan.
 Donald
Keough
Allen & Co.
Following his retirement as president, COO and director of the Coca-Cola
Company in 1993, Donald Keough became chairman of the board of Allen &
Company Incorporated, a New York investment-banking firm. In 2004, Coca-Cola
re-elected him to the post of director, making a change in their retirement
policy. Keough has been a crucial member of the company since 1950.
Keough also serves on the boards of IAC/InterActive Corp., Global Yankee
Holdings, Convera Corporation, and Berkshire Hathaway, Inc.
He has received various honors in his career, including honorary doctorates
from the University of Notre Dame, his alma mater Creighton University,
Emory University, Trinity College, Dublin, University College Dublin,
Ireland and Clarke University. The University of Notre Dame’s highest
honor, the Laetare Medal, was presented to Keough in 1993. In 1995, Mr.
Keough established the Keough Institute of Irish Studies at the University
of Notre Dame. He was elected a Fellow of the American Academy of Art
& Sciences in 2002, inducted into the Junior Achievement National
Business Hall of Fame in 2003.
 Robert
Lyons
Bear Stearns and Co.
Robert Lyons’ “work hard, play hard” motto has taken
him far in his career. The Bronx-born Lyons is a Senior Managing Director
at Bear Stearns and has acted as Chief Operating Officer of Institutional
Equities and Co-Head of Sales Trading for Bear Sterns since 1998. Prior
to that he was Chief Financial Officer of International Equities for the
firm. Before joining the team at Bear Sterns, Lyons worked with Arthur
Andersen where he was Senior Staff Auditor.
A graduate of St. John’s University in New York, Lyons holds a Bachelor
of Science degree in Accounting.
As a member of the American Ireland Fund, Lyons remains loyal to his Irish
heritage. A second-generation Irish-American, Robert Lyons boasts Irish
blood on both his mother and father’s sides. Lyons’ father,
Lawrence and mother, Patricia both trace their roots to Mayo. Robert Lyons
is married with three children.
 Mary
Beth Malone
ABN AMRO Inc.
Mary Beth Malone is a Director at ABN AMRO Inc., the US Broker Dealer
entity for ABN AMRO Bank N.V. She has recently assumed responsibility
for Global Markets Account Management for the Americas. Prior to joining
ABN AMRO, Mary Beth was in the Correspondent Banking business at Deutsche
Bank and spent many years in Global Transaction services at Bankers Trust
where she started her banking career. She is a magna cum laude graduate
of the College of Mount Saint Vincent with a B.A. in Mathematics. She
served on the Alumnae/Alumni Board for CMSV and currently serves on the
Mount’s Board of Trustees. She is also a member of the Cabrini Hospice
Advisory Board and has served as treasurer of her coop for many years.
Mary Beth is third-generation Irish-American. Her mother’s family
hails from Waterford and her father’s is from Mayo.
 Robert
J. McCann
Merrill Lynch
Robert J. McCann is President of Merrill Lynch & Co., Inc.’s
Global Private Client Group. He is also a member of the firm’s Executive
Management and Operating Committees.
Since joining the firm in 1982 as an associate in the MBA Sales &
Trading program, Mr. McCann has served in a variety of leadership positions
throughout the organization, including head of Global Equities, head of
Global Securities Research and Economics, Chief Operating Officer of Global
Markets & Investment Banking and Vice Chairman of the Wealth Management
Group, overseeing Global Private Client, Merrill Lynch Investment Managers
and Research.
Additionally, Mr. McCann is a member of the Board of Trustees of Bethany
College and a member of the National Board and Executive Committee of
the American Ireland Fund. Mr. McCann also serves as Chairman of the Sponsors
for Educational Opportunity (SEO) Advisory Council. He is married with
two children and traces his roots to County Armagh.
 John
Kevin McCarthy
Merrill Lynch
John Kevin McCarthy is a Managing Director in the Global Markets &
Investment Banking Division of Merrill Lynch. He has held numerous positions
during his tenure of over 20 years at Merrill Lynch. He began his career
as a clerk on the trading floor of the Philadelphia Stock Exchange for
Wagner Stott Clearing Corp (now known as Merrill Lynch Professional Clearing
Corp) in October 1985. He managed the US Professional Trader client service
group from 1993 until 2004 when he entered the Prime Brokerage area and
in October 2005 was promoted to Co-head of Global Prime Brokerage Customer
Service. His responsibilities include managing clients with assets in
excess of $1 billion. Born in Lansdale, Pennsylvania, McCarthy attended
Temple University of Philadelphia and has actively participated in various
industry forums such as Philadelphia Stock Exchange committees and Option
Industry Council events.
A third-generation Irish-American, he traces his roots back to Donegal
and Gweedore and visits several times a year. He is a generous supporter
of numerous charitable organizations and participates in activities to
raise money for these organizations, such as the National MS Society,
Leukemia & Lymphoma Society, FACT of Bucks County and others. He lives
in New York City.
 Patrick
McElhatton
UBS
Patrick McElhatton is a financial advisor at UBS, where he specializes
in wealth management solutions for individuals, small business and corporations.
He leverages 10 years of investment experience that began at Citigroup.
McElhatton held roles as a portfolio manager, equity sales trader and
Investment Analyst with Citigroup Asset Mgmt. where he was responsible
for managing multi style asset portfolios for institutions and private
clients. He was a member of the Smith Barney Mid Cap team and assisted
in managing the fund. He also assisted in sales and trading for the Smith
Barney Large Cap and Aggressive Growth teams. McElhatton was also a member
of the Citigroup Asset Mgmt Investment Committee.
Patrick lives in Westchester, New York. He holds a B.S. degree in Finance
from Manhattan College. Patrick is first-generation Irish-American, with
parents from County Tyrone and a fiancée from Tipperary. He is
very active in the New York Irish community, as a member of the Irish
Business Organization, the New York Gaelic Athletic Association, the Irish
Arts Center, the American Ireland Fund and the NY Tyrone Society.
 Brendan
McDonagh
HSBC Bank USA, N.A.
Brendan McDonagh is Chief Operating Officer of HSBC Bank USA, N.A. In
his role as COO, which he assumed in October of 2004, Mr. McDonagh serves
as a member of the bank’s senior management committee and is responsible
for HSBC’s retail and commercial banking business in the USA. He
also has responsibility for the bank’s general operations and technology
divisions and is chairman of HSBC Investments (USA) Inc. In August 2005,
Mr. McDonagh was appointed a Group General Manager of HSBC Holdings plc.
McDonagh is Treasurer and a member of the board of directors of the New
York Bankers Association (NYBA) and a director of both the Consumer Bankers
Association (CBA) and British American Business Inc. (BABI). He is also
an associate of the Institute of Financial Services and a fellow of the
Chartered Management Institute, UK-based organizations.
McDonagh is a first-generation Irish-American whose father is from Dublin
and mother is from Ballina, and received his Bachelor of Business Studies
and Master of Arts degrees from Trinity College, University of Dublin.
He 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 currently resides in New York with his wife and two children.
 Liam
McGee
Bank of America
Liam E. McGee is president of Global Consumer and Small Business Banking
for Bank of America. His responsibilities include a distribution network
of more than 5,800 domestic banking centers and the nation’s leading
Online Banking service and ATM network.
Before he was named president of the California Branch, McGee led the
California Consumer Bank, and Corporate Technology & Operations. In
2001, he was appointed president of the Bank of America Consumer Bank.
Active in civic affairs and education, McGee is a member of the National
Urban League Board of Trustees and the Arts & Science Council Board
of Directors in Charlotte, North Carolina. He also served recently as
chairman of both the University of San Diego Board of Trustees and the
United Way of Greater Los Angeles.
A native of County Donegal, Ireland, McGee 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. McGee lives in Charlotte,
North Carolina with his wife and four children.
 Francis
A. McGrail
UBS Wealth Management
Senior vice president Francis McGrail has been with UBS Wealth Management
for 24 years. McGrail operates out of Manhattan and supervises 80 people.
A member of the UBS Director’s Council, McGrail spent 14 years building
businesses with private clients, driving investment product marketing
in the Northeast, and working in private placements and investment banking
in Houston, Texas, all with UBS. Previous to his current position, he
held the posts of District Manager and Regional Director in the North
Atlantic. He is also an active industry arbitrator with the NASD.
Born in Monmouth County, New Jersey, McGrail is a second-generation Irish-American
who traces his roots on his father’s side to County Leitrim. He
is a graduate of St. Peter’s College where he obtained a bachelor’s
degree in political science.
Married with three children, McGrail is a member of the board at the Juvenile
Diabetes Research Foundation, where he serves as treasurer.
 Anthony
Murphy
HSBC Securities
Anthony Murphy is President and Chief Executive Officer of HSBC Securities
(USA) Inc. He has been leading the Corporate, Investment Banking and Markets
(CIBM) senior management team in the Americas since 2005. He joined the
HSBC Group in 1990 and has held various general management, trading, strategy
and risk management positions in New York and London. Throughout his time
at HSBC, Murphy has been a keen advocate of diversity goals and a promoter
of education partnerships between business and the local community.
Prior to joining HSBC, he held positions at Towers, Perrin, Forster and
Crobsy, HSBC James Capel & Co. and Nomura International, based in
London. Murphy graduated in Mathematics and Physics from Trinity College,
Dublin University in 1981 and holds a Ph.D. in Theoretical Physics from
Oxford University. He is a Fellow of the UK Institute of Actuaries. Murphy
was born in Dublin, Ireland, where his mother’s family is from.
His father’s family is from County Wicklow. He is married with two
children.
 Joseph
J. Murphy
Refco Global Futures
As CEO of Refco Global Futures and Executive Vice President of Refco Group
Ltd., Joseph Murphy is the key player in one of the largest global FCMs
in the world. Murphy’s climb began after he received his BS from
Providence College. In 1983 he began work with Chase Manhattan Bank where
he attended the Chase Capital Markets Training Program. From there he
was assigned to the treasury area, before moving to Chase Futures as a
vice president and manager of a sales desk selling exchange-traded OTC
derivatives and cash products. In 1994 he joined HSBC Futures and went
on to become the executive managing director before coming to Refco.
His professional affiliations include memberships with CBOT, CME, NYBOT,
and NYMEX. Murphy, who is married, is a third-generation Irish American
who traces his lineage to County Cork through his mother and County Tyrone
through his father.
 John
F. O’Donoghue
Cowen & Company, LLC.
John F. O’Donoghue is the Managing Director and Co-Head of Equities
of Cowen and Company, LLC., one of the leading firms in health care, technology,
media & telecommunications, consumer, and aerospace & defense
equity research. Prior to joining Cowen in 2005, O’Donoghue was
a Managing Director and Co-Head of Trading at Credit Suisse First Boston.
Prior to that, O’Donoghue spent 24 years with Schroder and Company
Inc, where he was Managing Director from 1994 to 2000.
O’Donoghue was born and raised in County Down, Ireland and graduated
from Queen’s University in Belfast with an honors B.Sc. degree in
Economics. He moved to the United States in 1980 and is married with two
children. He serves on the Queen’s University Foundation Board and
is a member of the American Ireland Fund.
 Brendan
J. O’Halloran
TD Securities
Brendan O’Halloran is Vice Chair and USA Region Head of TD Securities
and Senior Vice President of TD Bank Financial Group. He is responsible
for the firm’s investment banking, sales & trading and operational
activities in the United States. TD Securities is a subsidiary of TD Bank
Financial Group, one of North America’s largest financial services
providers. TD operates in key financial centers around the globe and in
the US through TD Securities, TD Banknorth and its investment in TD Ameritrade.
Prior to his current position, O’Halloran served as head of US Debt
Capital Markets where he oversaw Loan Origination, Loan Sales & Trading,
High Yield Origination, and Fixed Income Origination & Distribution.
He has also served as Head of Global Loan Syndications responsible for
all syndicated loan underwritings for TD Securities worldwide.
O’Halloran began his career on Wall Street with First Boston. He
holds an A.B. from Princeton University and an M.B.A. from the Harvard
Graduate School of Business. His mother was born in Mayo and his father
in Dublin. O’Halloran resides in New Canaan, Connecticut with his
wife Lorraine and three children.
 Suzanne
O’Halloran
Bloomberg News
Suzanne O’Halloran’s career began at UBS Securities LLC in
New York City as an analyst in their equity research division. Today she
covers daily financial, economic and stock stories for Bloomberg News
and contributes to Bloomberg’s "Market Week" program,
Bloomberg’s Global Networks in Europe and Asia. Her financial stories
have been published in The International Herald Tribune, The Seattle Times,
The Arizona Daily Star and the Detroit News. In 2006, O’Halloran
was a team recipient of The Golden Wheel Award-Detroit Press Club Foundation
for: "GM: Retooling an American Icon.”The program provided
an in-depth look at the challenges facing the world’s largest automaker,
General Motors.
O’Halloran holds a Bachelor of Arts in Communications from Boston
College in Chestnut Hill, MA. She has served as a volunteer for Literacy
Partners, Not-for-Profit Adult Literacy Program. O’Halloran is a
proud second generation Irish-American whose paternal grandparents emigrated
from Cork City and mother’s family comes from Co. Mayo and Waterford.
She credits the values learned from watching her grandparents succeed
in America and her strong connection to her ancestry as being partly responsible
for her success.
 Ciaran
T. O’Kelly
Bank of America
Ciaran T. O'Kelly is Head of Equity Capital Markets at Bank of America.
He joined Bank of America as part of a management team hired in 2002 with
a mandate to create a top-tier equities business. Until June of this year,
he ran the firm's equity trading, sales trading and risk arbitrage departments.
O'Kelly is currently focused on building the firm's capabilities in raising
equity capital for corporations through IPOs, follow-ons, private placements
and convertible bonds. He is also a member of the Bank of America Corporation
(BAC) operating committee. In 2005, BAC was ranked the third most profitable
U.S. company, with earnings of $16.4 billion. Born in Dublin, he graduated
with a bachelor's of business studies from Dublin City University in 1989.
He began his Wall Street career in 1990 at Lasser Marshall Inc., a New
York-based inter-bank foreign exchange dealing firm. Before joining BAC,
O'Kelly was head of equity trading at Citigroup.
He is a member of NYU’s Glucksman Ireland House and the American
Ireland Fund. He has served on the chairman's committee for the annual
AIF New York gala dinner for the last six years. He lives in Manhattan
with his wife Lisa and their three sons.
 Noel
M. O’Rourke
Oppenheimer & Co. Inc.
As a Vice President in the Financial Services Group at Oppenheimer &
Co. Inc. Noel M. O’Rourke has been responsible for providing financial
advice and executive services to both national and international high-net-worth
clients for the past 14 years. Since joining Josephthal & Co. Inc.
(which later was acquired by Oppenheimer) in 1992, Noel has gained an
expertise in financial management that has allowed him to attract and
retain a very successful clientele. Noel attributes his success to a simple
strategy.“Trust is something that should be earned, and earning
someone’s trust is the first step toward a long and mutually rewarding
relationship with a client.”
O’Rourke was born and raised in Sligo, Ireland and attended Galway
University. He came to the United States in 1992 and enjoys return trips
to Ireland every so often. He has a strong interest in the arts, and finds
time to vacation in the Hamptons on Long Island. When asked to provide
a statement on how he lives his life, Mr. O’Rourke responded, “
Treat everyone equally no matter his or her station, for the true measure
of a man cannot be measured by material wealth.”
 Dennis
Purcell
Aisling Capital
Dennis Purcell has served as the Senior Managing Director of Aisling Capital
since February 2000. Prior to that, Purcell served as Managing Director
of the Life Sciences Investment Banking Group at Chase H&Q (formerly
Hambrecht & Quist, “H&Q”) for over 5 years, and served
on the Executive Committee of Hambrecht & Quist. During his tenure,
BioWorld and other industry publications cited H&Q as the leading
underwriter of life sciences securities from 1995 through 1998. Purcell
has also often been cited as one of the sectors leaders. He was honored
in the “Biotech Hall of Fame” by Genetic Engineering News
in June 1998 and named to the Biotechnology All-Stars list by Forbes ASAP
in May 1999.
Purcell serves as a director of Auxilium Pharmaceuticals, Inc., Valentis,
Inc., Xanodyne Pharmaceuticals, Inc. and Bridge Pharmaceuticals, Inc.
He is also a member of the Board of Directors of the Biotechnology Industry
Organization (BIO)-Emerging Companies Section and the Irvington Institute.
Purcell received a B.S. in Economics and Accounting from the University
of Delaware and an M.B.A. from Harvard University. He is a second-generation
Irish-American with family from Tyrone and Kilkenny. He is married with
four children.
 Christopher
C. Quick
Banc Of America Specialist, Inc.
Chris Quick is the Chief Executive Officer of Banc of America Specialist,
the third largest specialist firm on the New York Stock Exchange trading
floor. The company is a wholly owned subsidiary of Bank of America Corporation.
Chris is a former member of the NYSE Board of Directors. Banc of America
Specialist is the market maker for more than 425 NYSE listed companies
whose trading comprises 17% of the total NYSE share volume and 20% of
the dollar volume of trading. Securities represented by Banc of America
include 9 of the 28 NYSE-listed Dow Jones Industrial Average companies,
52 of the 250 most active stocks on the NYSE and 87 of the companies comprising
the Standard & Poor’s 500 index. Chris joined The Quick &
Reilly Group in 1979 and has spent his entire career in the specialist
business. Fleet Boston Financial acquired The Quick & Reilly Group
in 1998 and was subsequently acquired by Bank of America Corporation in
2004.
He began his career after earning his Bachelor of Science degree in Finance
from Fairfield University. He is a member of the Boards of Trustees of
Fairfield University, The Boys Club of New York and the U.S. Ski and Snowboard
Team Foundation. Chris and his wife Ann reside in Purchase, New York and
are parents of four daughters.
 Leslie
C. Quick, III
Massey, Quick & Co., LLC
Leslie C. Quick III is a founding partner of Massey, Quick & Co. LLC.
He began his career in 1975 as the fourth employee of Quick and Reilly
Inc., the first New York Stock Exchange (NYSE) member to offer discount
stock brokerage to the investing public. Over his 28 years with the firm
he served in many capacities. He was a key member of the management team
that built the branch network, started and grew a major clearing firm,
acquired and ran a major NASDAQ market making firm, made many acquisitions
of NYSE specialist firms and built one of the first electronic Internet
trading platforms in the industry. Quick was the company liaison when
it offered stock to the public in 1983 and became a listed company on
the NYSE. The Quick and Reilly Group, Inc. was acquired by Fleet Bank
in 1998 and he finished his career as Chairman of Fleet Securities, Inc.
Quick serves on the boards of St. Bonaventure University, Oak Knoll School,
Bishop's Finance Council for the Diocese of Metuchen and the Finance Council
for Our Lady of Perpetual Help. He also serves as the Chairman of the
Campaign for the Heart at Morristown Memorial Hospital. He is a recipient
of the Ellis Island Medal of Honor, was named the Flame of Charity's Man
of the Year and holds an honorary degree from St. Bonaventure University.
 Patrick
Ruane
ING Financial Advisers
Patrick Ruane currently serves as Regional Director of Sales for ING’s
defined contribution market in the metropolitan New York area. Ruane joined
ING Financial Advisers in 1998 following ING’s acquisition of Aetna
Retirement Services. Ruane is responsible for marketing ING’s Retirement
Services (such as defined contribution plans and 401k plans) to institutions
with a concentration in the small to mid marketplace. Ruane primarily
distributes ING’s retirement program through the broker dealer channel,
third party administrators and independent agents.
Prior to joining ING, Ruane was a graduate of the Executive Sales program
at UBS Paine Webber and worked as a financial consultant to high net worth
individuals at their international headquarters in New York City.
Ruane received his secondary education in Dublin, Ireland and earned a
Bachelor of Science in Finance from Hofstra University in 1992. Ruane
also attended Fordham University graduate school of business for their
Master’s program. He is a first-generation Irish-American whose
father’s family is from County Mayo and mother’s family is
from County Longford. He is a member of the Ireland American Fund and
American Friends of James Joyce.
 Arthur
F. Ryan
Prudential Financial, Inc.
Arthur Ryan is chairman and CEO of Prudential Financial, Inc., one of
the largest diversified financial institutions in the world. When Ryan
took his position in 1994, he became the first chairman and CEO in the
company’s history to be elected from outside the company. Previously,
Ryan was president and COO of Chase Manhattan Bank, where he had a 22-year
career. Ryan was named chairman of the American Council of Life Insurers
in October 2003 and is co-chair of the New Jersey Performing Arts Center.
Ryan is also a member of the Council on Foreign Relations and the board
of trustees of New York Presbyterian Hospital, Regeneron Pharmaceuticals,
Inc. and co-chair of the board of Achieve, Inc., an organization created
by U.S. governors and business leaders to promote high academic standards
for public schools in the U.S.
He is a graduate of Providence College with a degree in mathematics. Ryan
is a second-generation Irish-American with roots in Tipperary. He is married
with four children.
 Thomas
Ryan
ING Captial
Thomas Ryan is managing director and regional head of the Americas for
the Financial Engineering group at ING Capital based in New York. He is
the youngest managing director in ING Capital and under his leadership
the group has grown to be the largest revenue-generator for ING Capital
in the region.
Ryan joined ING 11 years ago after a short period at NCB Stockbrokers
in Dublin. He started with the structured leasing unit of ING in Dublin
followed by a period in the Financial Engineering group at the head office
of ING Group in Amsterdam. He moved to New York in November of 2001 to
help develop the Financial Engineering business for the U.S. and was made
regional head of the group in 2003.
A Munster man, Ryan has a degree in Business Studies from the University
of Limerick and received a master’s of science in Economics from
the center for Economic Research in Tilburg, the Netherlands. Since coming
to New York as a student many years ago, Ryan is fulfilling a dream by
working in the finance sector with ING. He got married in the city in
2005 and is a member of The American Ireland Fund and the University of
Limerick Foundation.
 Sharon
T. Sager
UBS Financial Services
As a 23-year veteran of the financial securities industry, Sharon Sager
holds the title of Senior Vice President, Investments and Private Wealth
Advisor at UBS Financial Services Inc. Sharon previously worked in the
textile industry having graduated from the college of Mount St. Vincent,
Riverdale, New York, with a bachelor’s degree in fine arts. Later,
she obtained the Certified Investment Analyst (CIMA) degree at the Wharton
School 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.
Sager is a member of the board of directors of C-CAP (Careers Through
Culinary Arts Program), former co-chairman of the Board of Directors of
the Women’s Venture Fund, a not-for-profit micro lender, and in
the President’s Circle of the James Beard Foundation. Sager was
recently named in Barron’s Top 100 Women Financial Advisors. She
is a second-generation Irish-American and true to her roots, she holds
membership in the Irish Georgian Society and the New York Irish History
Roundtable. Her father’s family is from Galway, while her mother’s,
the Carrolls, hail from Cork.
 Alfred
E. Smith IV
Bear Wagner Specialists LLC
Alfred E. Smith is Managing Director of Wagner Stott Bear Specialists
LLC, where he has been since 1997. Smith began his career as an independent
member floor broker of the New York Stock Exchange before joining Mitchell-Hutchins
and becoming vice president. He then went on to become a partner at CMJ
partners, New York. He is a director on the Management Board at Mutual
of America.
In the civic sector, Smith’s activities include chairing both the
Government Relations Committee for the New York Stock Exchange and the
Wall Street division of the Cardinals Committee of the Laity.
He serves as secretary, dinner chairman, and director for the Alfred E.
Smith Memorial Foundation, honoring his grandfather. He is also the chairman
of Hackers for Hope, a foundation dedicated to raising funds for research
and cancer care.
Smith, who traces his roots to County Cork, has been appointed Chairman
of the Ireland Chamber of Commerce-USA. He is married with two children.
 Anne
M. Tatlock
Fiduciary Trust Company International
Chairman and CEO of Fiduciary Trust Company International, Anne Tatlock
heads one of the oldest global investment firms in the U.S., a position
she will retire from this fall.
With 40 years’ experience in managing assets, she began her career
at Smith Barney & Co. where she stayed for 22 years before joining
Fiduciary in 1984. She also serves as director of Fortune Brands, Inc.
and Merck & Company, Inc.
Tatlock received her master’s degree in economics from New York
University after earning her bachelor’s from Vassar College, where
she serves as a trustee and chairman of the Investment Committee. She
is also a member of Franklin Templeton’s Office of the Chairman
and Board of Directors and serves as a trustee of the American Ballet
Theatre Foundation, as chairman of the Andrew W. Mellon Foundation and
as trustee of the Mayo Foundation and the Howard Hughes Medical Institute
This year she became a trustee of the The World Trade Center Memorial
Foundation, a not-for-profit builder of the planned 9/11 memorial and
the memorial museum. Tatlock is first-generation Irish-American and both
of her parents were born in Ireland; her father in Enniskillen, County
Fermanagh and her mother from Ballyragget, County Kilkenny.
 Thomas
F. Troy
Bear Wagner Specialists LLC
Tom Troy assumed the role of Executive Vice President and Senior Managing
Director in June 2004. Before joining Bear Wagner Specialists, he spent
20 years at Merrill Lynch. Troy was most recently Senior Vice President
responsible for Global Financing. Prior to that, he had served as Head
of Merrill Lynch’s Institutional Equity Business for the Americas,
after having had the same position in London as Head of Equity Markets
for Europe, the Middle East and Africa.
An active member of the American Ireland Fund, he serves on the Board
of St. Ignatius School in Hunts Point, The Bronx. Troy attended College
of the Holy Cross where he graduated with a B.A. in Economics. He later
completed his M.B.A. at New York University. A first-generation Irish-American,
his father’s family comes from County Mayo and his mother’s
family, the Jordans, hail from County Cork. He resides in Summit, NJ with
his wife Kim and their four sons, two of whom currently attend the University
of Notre Dame.
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