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Faculty | Wealth and Trust School - Advanced

  • October 14-17, 2024
  • Emory Conference Center
  • Atlanta, GA
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Our instructors are experienced practitioners, presenting up-to-date content relevant to your bank’s needs.

Austin Bertrand, CTFA
Senior Vice President, Wealth Strategies Advisor
Bank of America

Stephanie Buckley
Head of Trust Philanthropic Services
Wells Fargo

Steve Goodman
President
TrainWorks

Tom Lasley, J.D., LL.M.
Regional Director, Advise and Planning
Truist

Alvina Lo
Chief Wealth Strategist, Executive Vice President
Wilmington Trust

Kent Lytle
Senior Vice President and Fiduciary Executive (Retired)
SunTrust Bank

Tony McEachern
Consultant

Mark Oller, CTFA
Delaware Trust Executive
U.S. Trust Company of Delaware

Bill Stone, CFA®, CMT
Chief Investment Officer & Managing Principal
The Glenview Trust Company

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