Keynote Speakers | Wealth Management and Trust Conference

Dan Clifton, Partner & Head of Policy Research, Strategas Securities

Daniel Clifton is a Partner and Head of Policy Research for Strategas Securities. In this capacity, Mr. Clifton evaluates the financial market implications of policy and political developments. This includes analyzing tax, trade, infrastructure, healthcare, energy, defense and other policy initiatives to determine how public policy changes impact the economy and financial markets for institutional investors. Daniel leads Strategas’ Washington policy research team, which has been ranked as one of the top policy research teams on Wall Street for 14 consecutive years according to Institutional Investor. Mr. Clifton is also a top ranked analyst in the category of Tax and Accounting policy.

David Bridges, Geopolitical advisor, Fidelity Investments

David Bridges is a senior geopolitical advisor at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Bridges provides expert geopolitical assessment to Fidelity investors and institutional clients. Prior to joining Fidelity in 2012, Mr. Bridges served a 25-year career in the Central Intelligence Agency’s (CIA) Clandestine Service. He retired from the CIA in 2011. At the time of his retirement, he was a member of the Senior Intelligence Service, the elite leadership team that guides CIA activities across the globe.

Jennifer F. Galvagna, Head of Trust, Estates & Tax, Bank of America Private Bank

Jennifer (Jen) Galvagna is a Managing Director and Head of Trust, Estates & Tax for Bank of America Private Bank. In this role, Jen serves both Private Bank and Merrill lines of business and helps deliver an integrated approach to estate planning for our clients. Partnering with leaders across Wealth Management, Jen and a team of fiduciary professionals support the growth and innovation of our trust platform, oversee estate and trust settlement functions, manage fiduciary and personal tax services, and create complex estate planning strategies for clients. Jen joined Bank of America Private Bank in 2002. Frequently called upon by the media to comment on trust and estate issues, Jen has recently been quoted in Barron’s, The Wall Street Journal, FinancialPlanning, BusinessInsider, Rethinking65 and ThinkAdvisor.