George Wilbanks
George spent over 20 years building the asset and wealth management practice at Russell Reynolds Associates to an industry leading position before starting his own firm. Earlier he had worked with a venture capital and family office business, Agtek International, and then The Dreyfus Corporation in business development as Assistant to the Chairman. A graduate of Williams College with a degree in Political Philosophy, he subsequently earned his MBA in Marketing at New York University’s Stern Graduate School of Business.
Cristina Junco O'Reilly
Cristina Junco O’Reilly assists Wilbanks Partners with its digital initiatives. She most recently spent 3 years in Operations Support with the e-learning platform, onQ. Prior to that, she had succeeded Carol Karpf as Director of the SaltLight Center and served as Head of Digital Initiatives for Family Promise of Gwinnett County. She began her career as a Lead Instructor in the D. Scott Hudgens Early Education Center at Gwinnett Technical College. Cristina earned a BS in Child & Family Development from the University of Georgia.
Trisha Sears Schultz
Trisha most recently managed investment programs, client service, and operations with several RIAs. Her earlier career included over 10 years in roles of increasing responsibility in consultant relations (Vice President), global product strategy, channel marketing and client relationship management with RCM Capital/Allianz Global Investors and NWQ/Nuveen. She received her BS in Finance and Business Management from Marist College.
Beverly Love
Beverly worked with George at Russell Reynolds Associates in the asset and wealth management practice. Previously, she worked in the office of the Chief Economist of Morgan Stanley & Company for five years. She earned a Masters from Southern Methodist University and an undergraduate degree from Abilene Christian University. She is also an emerging jugendlich dramatischer soprano with an extensive repertory.
Kathleen Rosales Urena
Kathleen Rosales Urena works with Wilbanks Partners on research and business analytics. She has built multiple online e-shops and other creative start-up ventures. She is currently the Product Manager for Cariona, a global provider of eco-friendly reusable products. She also previously worked as Product Growth Lead for Lumeo Studios. She began her career as a Product Manager and Marketing Lead for Vent, a social network based in Australia. Originally from the Philippines, Kath received a BSBA with a major in Computer Applications and Business Analytics from De La Salle - College of St. Benilde in Manila, where she also served on the Red Cross Youth Council.
Neil Callaghan
Neil has over 20 years experience in the financial services industry and founded SIEN Research. He worked with George at Russell Reynolds Associates for a decade, heading the Asset & Wealth Management research activities. He began his career in research with Wasserstein Perella, and has an undergraduate degree in Economics from Stonehill College and a Masters in Information Sciences from Long Island University/C.W. Post.