PAB: Wealth Management, Trust Conference, & Exhibition 2017 | Pennsylvania Bankers Association | 1 November 2017 | Hershey Lodge and Convention Center, 325 University Dr, Hershey, Pennsylvania 17033, USA
Venue
Hershey Lodge and Convention Center
Hershey Lodge and Convention Center, 325 University Dr, Hershey, Pennsylvania 17033, USA
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| Event Date | Wed Nov 1 EDT (about 7 years ago) |
| Location |
Hershey Lodge and Convention Center
325 University Dr, Hershey, Pennsylvania 17033, USA |
| Region | Americas |
Details
This conference is a time to connect with fellow bankers, hear updates on trends and issues, network with trust professionals, learn from seasoned presenters and industry experts and visit the exhibitor resources
Speakers
2017 Speakers:
Phil Buchanan
Chairman, Cannon Financial Institute, Inc., Athens, Ga.
John Sherman, CFA
Senior Portfolio Manager, Vice President, Federated Investors, Pittsburgh, Pa
Richard S. Caputo, Esquire
Partner , Fox Rothschild LLP, Philadelphia, Pa
Nora Gieg Chatha, Esquire
Partner, Tucker Arensberg, P.C., Pittsburgh, Pa
Vicky Ann Trimmer, Esquire
Partner, Daley Zucker Meilton Miner, Lemoyne, Pa.
Lena Rizkallah
Vice President, Retirement Strategist, JP Morgan Asset Management, New York, N.Y
Joseph W. Major
PA Bankers Chair, Bank Leader, Chairman & CEO, The Victory Bank, Limerick, PA
Liz Young, CFA
Vice President, Senior Investment Strategist, BNY Mellon, Pittsburgh, Pa.
Bill J. Nasgovitz
Chairman, CIO and Portfolio Manager, Heartland Advisors, Milwaukee, Wis
Anne T. Durkin, CFA
Portfolio Manager, MainStreet Advisors, Chicago, Ill.
William C. Ries, Esquire
Partner, Tucker Arensberg, P.C., Pittsburgh, Pa.
Karishma Shah Page, Esquire
Partner, K&L Gates, Washington, D.C.
Carter D. Frantz, Esquire
Partner, Bybel Rutledge LLP, Lemoyne, Pa.
Kevin D. Buckley
Principal, Axios Advisory Group, Ltd., Hollidaysburg, Pa.
Mero J. Capo
Principal, Axios Advisory Group, Ltd. Hollidaysburg, Pa
Booker Moore, CEBS, CMS, RPA
Chief Executive Officer, L.R. Webber Associates, Inc., Hollidaysburg, Pa
Meagan Johnson
Speaker, Author, Generational Humorist, Johnson Training Group, Phoenix, Ariz
Sponsors & Partners
2017 Exhibitors & Sponsors
• Accutech Systems Corporation
• BNY Mellon Investment Management
• BPAS
• Broadridge Financial Solutions, Inc.
• Cetera Financial Institutions/BAR Financial. LLC
• EPIC Advisors, Inc.
• FAM Funds
• FASTER Systems LLC
• FCI Advisors
• Federated Investors
• Fidelity Investment
• FinTech Securities, LLC
• Harbor Funds
• Infovisa
• Innovest Systems, LLC
• ITM TwentyFirst
• L.R. Webber Associates, Inc.
• Matthews Asia
• Morgan Stanley Investment Management
• Principal Global Investors
• Private Trust Group of America LLC
• Promontory Interfinancial Network, LLC
• Proxytrust
• Reich & Tang
• Total Bank Solutions
• Trust Imaging Systems Inc.
• Trust Sourcing Solutions
• T. Rowe Price Associates, Inc.
• Wright Investors’ Service, Inc.
• Wolters Kluwer CCH Trust US