Wealth Management and Trust Conference & Exhibition 2021 | Pennsylvania Bankers Association | 27 October 2021 | Hershey Lodge, 325 University Dr, Hershey, PA 17033, USA

Attendees will connect with fellow bankers, hear updates on trends and issues, network with trust professionals, learn from seasoned presenters and industry experts, and explore exhibitor resources.

More information to come.

2021 Speakers

Patrick Alyward
President & CEO, Resource Insurance Consultants (RIC)

Nora Gieg Chatha
Esquire, Tucker Arensberg, P.C.

Robert (Rob) Clofine
Esquire, The Elder Law Firm of Robert Clofine

Michael Dixon
Director of Organizational Development, Pohl Consulting & Training

Linda Duessel
CFA, CPA, CFP, Senior Equity Strategist, Federated Hermes

Jean Dunn
Vice President, Insights Leader, T. Rowe Price

Patrice Konarik
President & CEO, Sunwest Training Corp.

Natalie Marvi-Romeo
Senior Portfolio Manager, Vanguard

Dennis McAndrews
Founder, McAndrews, Mehalick, Connolly, Hulse, and Ryan Law Offices, P.C.

Ricky McLaughlin, CPA
Senior Manager-Professional Practice & TAS, Wolf & Company, P.C.

Scott Alan Mitchell
Esquire, Saxton & Stump

Michael Paese
Managing Director, Global Head of Government Affairs, Goldman Sachs

Malcolm (Mal) E. Polley, CFA
President & Chief Investment Officer, Stewart Capital Advisors, LLC

Tara Mashack-Behney, CFP, ChFC
Partner & President of Investment Advisory Services, Conrad Siegel

Scott Gehman, ERPA, CEBS
Retirement Plan Consultant, Conrad Siegel

2021 Sponsors

• Broadridge Financial Solutions, Inc.
• Infovisa
• Proxytrust
• Stewart Capital Advisors, LLC
• Trust Sourcing Solutions
• Federated Hermes