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.
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 menstruation 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 BS in Civil Engineering and a BSBA with a major in Computer Applications and Business Analytics from De La Salle University in Manila, where she also served on the Red Cross Youth Council.
Trisha Sears Schultz
Trisha was most recently she was Director of Advisor Services at Enso Wealth Management and previously worked in investment program management and manager due diligence with Belpointe Asset Management and Sierra Analytics. Her career included 8+ years in various roles of increasing responsibility Consultant Relations and Global Product Strategy with Allianz Global Investors and predecessor firms and in product and client relationship management with 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.
Eric Urena
Eric Urena is a digital entrepreneur, bilingual content producer, and Cisco Certified Network Associate. He assists Wilbanks Partners in all website management, digital marketing and digital security issues. He was a member of the youngest team to receive funding through Startup Chile, a Chilean government seed accelerator, founding Lumeo Studio, which has amassed a total of 1 billion video views across all social media platforms. He previously served as a Content Creator and Social Media Consultant for Futurism, Dose, and Gilded. Eric is a member of the New York University Kairos Society Entrepreneurial Chapter.
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.
Sara Tillett
Sara Tillett assists Wilbanks Partners in project management. She previously held administrative roles with Lea Black Enterprises and the Dickinson College Department of Music. Additionally, she was a Graduate Assistant in the voice department at Binghamton University. An operatic soprano, Sara recently completed a Professional Studies Diploma Mannes School of Music in NYC. She earned a Master of Music in Voice & Opera from Binghamton University and a Bachelor of Music in Voice Performance from Dickinson College. She received a minor in Italian Language and Cultural Studies with additional study at Florence University of the Arts.