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Tax Policy in a Democratic Washington

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Podcast

Tax Policy in a Democratic Washington

In this episode:

Jim Febeo, SVP, Government Relations, Fidelity Investments,
Phoebe Papageorgiou, Vice President, Trust Policy, American Bankers Association

Speaker

Phoebe Papageorgiou

Phoebe oversees the advocacy efforts of the ABA’s Trust Counsel Committee, Trust Taxation Committee, IRA Steering Committee, and Collective Funds Task Force. Her portfolio includes issues related to trust and wealth management services, fiduciary regulations and duties, tax reporting and preparation, investments, and bank custody services. Phoebe is a frequent speaker on bank fiduciary matters at ABA and state bankers associations’ wealth management and trust conferences, as well as similar events at other financial and legal associations. Prior to joining ABA in 2005, Phoebe worked for the U.S. Department of the Treasury in the Office of Domestic Finance. She received her law degree from The George Washington University Law School and her undergraduate degree from Carnegie Mellon University.