The Ritz-Carlton, Fort Lauderdale
The Ritz-Carlton, Fort Lauderdale, 1 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Sep 26 EDT - Fri Sep 27 EDT (about 2 years ago)
Location The Ritz-Carlton, Fort Lauderdale
1 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA
Region Americas

This annual conference is designed with the trust and wealth management professional firmly in mind. The timely curriculum will cover topics pertinent to the issues currently challenging the trust and wealth management industry. Attorneys well versed in the legal aspects, industry consultants providing important data and viable strategies, and senior trust and wealth management officers deep in the daily trenches will come together to present topics that will not only help bankers survive but thrive in this economy.

Who Should Attend?
This conference will benefit all trust and wealth management bankers from any sized financial institution.


2019 Speakers

Bruce Stone
Shareholder, Goldman, Felcoski & Stone, P.A.

Lester Law, Director
Franklin Karibjanian & Law PLLC

Sasha Klein, JD, LLM
Partner, Ward Damon

Travis Hayes
Shareholder, Grant Fridkin Pearson

Mark Parthemer
Senior Fiduciary Counsel, Bessemer Trust Company

Lee Poskanzer
CEO, Directive Communication Systems

Mike Tropeano, CFA
Solution Architect, Wealth Management & Trust Division, FIS

Gerard J. Lachnicht, CFA
Managing Principal, Sabal Trust Company

Donald Luskin
Chief Investment Officer, TrendMacro

Peggy Hoyt
Founding Partner, The Law Offices of Hoyt & Bryan, LLC

Sponsors & Partners

2019 Sponsors

• Comerica Bank Wealth Management
• Jackson National Life Distributors, LLC
• MainStreet Advisors
• Caldwell Trust Company

• SunTrust Banks, Inc.