Delaware Trust Conference 2021 | Delaware Bankers Association | 19 October 2021 | Chase Center on the Riverfront, 815 Justison St, Wilmington, DE 19801, USA

We’re delighted to be back at the Chase Center on the Riverfront after holding last year’s edition virtually. But for those who still need to distance, this year’s conference will also be available as a live stream. There will also be a selection of on-demand sessions.

The Delaware Trust Conference is an ideal opportunity to network while obtaining continuing education credit for: Trust Professionals, Portfolio Managers, Financial Advisors, Attorneys, CPAs, CTFAs, Wealth & Asset Management Services Executives, Executive Trust Officers, Investment Officers, Investment Managers, and Trust Department Managers.

2021 Speakers

Samuel A. Donaldson
Professor of Law, Georgia State University

Jeffrey Wolken
National Director, Delaware Trust Planning, Wilmington Trust, N.A.

Vincent Thomas
Partner, Young Conaway Stargatt & Taylor LLP

Jeffrey D. Grant
Esq., GrantLaw, PLLC

Daniel Hayward
Director, Gordon, Fournaris & Mammarella, P.A

Kirsten Wolff
Partner, Sideman & Bancroft LLP

Michael Neri
Managing Director, U.S. Trust Company of Delaware

Jennifer Smith
Member, McCollom D’Emilio Smith Uebler LLC

Sean R. Weissbart
Partner, Blank Rome LLP

Maria McGarry
Chief Compliance Officer, Glenmede Investment Management, L.P.;

Mike Rea
Assistant Deputy Comptroller, Office of the Comptroller of the Currency

Dana G. Fitzsimons
Jr., Principal, Senior Fiduciary Counsel, Bessemer Trust

Jocelyn Margolin Borowsky
Partner, Duane Morris LLP

Gregory J. Weinig
Partner, Connolly Gallagher LLP

Kalimah Z. White - Wealth Strategist
TD Wealth Private Client Group

Ray Odom
Director of Wealth Transfer Strategies, Northern Trust

Jennifer Z. McCloske
Director of Trust Management Minor, University of Delaware

Elizabeth Luk
Head of Delaware Trust, BNY Mellon

Vanesa Browne
Private Employer

Todd Flubacher
Partner, Morris Nichols Arsht & Tunnell LLP

Cynthia D.M. Brown
President, Commonwealth Trust Company

Elizabeth B. Wagner
Senior Vice President, Director of Institutional Wealth Management, Bryn Mawr Trust

Vernita L. Dorsey
Senior Vice President-Director of Community Strategy, WSFS Bank

Marie Holliday
Managing Director, Cover & Rossiter

Thomas M. Forrest
President & CEO, U.S. Trust Company of Delaware

Michael Stein
Managing Chief Counsel, PNC Bank

Leigh-Alexandra Basha
Partner, McDermott Will & Emery LLP

Joseph A. Field
Senior Counsel, Pillsbury Winthrop Shaw Pittman LLP

Jason Concavage
Senior Vice President-Team Leader, Citi Trust

Trisha Hall
Partner, Connolly Gallagher

Robert W. Eaddy
President, The Bryn Mawr Trust Company of Delaware

Kristen Bennett
Gawthrop Greenwood, PC

Chari M. Alson
CELA, Anderson Elder Law

Scott Swenson
Partner, Connolly Gallagher

2021 Sponsors

PLATINUM SPONSORS:
• BMT
• WSFS Wealth

DIAMOND SPONSORS:
• Glenmede
• GF&M
• MCcollom D'emilio Smith Ueber LLC
• Richards Layton & Finger
• Young Conaway

GOLD SPONSORS:
• Charles Schwab Trust Company
• Connolly Gallagher LLP
• Morris, Nichols, Arsht and Tunnell LLP
• The NorthernTrust Company of Delaware
• Wilmington Trust

SILVER SPONSORS:
• Bank of America, Private Bank
• BNY Mellon Wealth Management
• Brown Advisory
• Chilton Trust
• Commonwealth Trust Company
• Cover & Rossiter
• First State Trust Company
• Morris James LLP
• New York Private Trust Company
• Pinion
• PNC Delaware Trust Company
• Santora CPA Group
• Truist Delaware Trust Company

BRONZE SPONSORS:
• Belfint, Lyons & Shuman
• Delaware Community Foundation
• Duane Morris LLP
• Evercore Trust Company, N.A.
• K&L Gates LLP