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2025 Keynote Speakers

Bill Acheson, Keynote Speaker, Body Language Expert

Bill Acheson is an expert in nonverbal communication. For over 25 years, he has taught people how to use body language to communicate more effectively, including at Bank of America, Wells Fargo, Morgan Stanley, Bayer, 3M, the U.S. Coast Guard and the NFL. With his keynote, you’ll discover: It’s not just what you say, it’s how you say it.

David Goetsch, Executive Producer and Comedy Sitcom Writer

Dave Goetsch was an executive producer and staff writer for “The Big Bang Theory” after starting his career with the show “3rd Rock from the Sun.” For a decade, he taught “Linked Narrative Storytelling for the Web” at USC’s School of Cinematic Arts.

Steve Chiavarone, Head of Multi Asset Group, Senior Vice President, Senior Portfolio Manager and Equity Strategist, Federated Hermes

Steve Chiavarone has more than 15 years of experience in the financial industry. He currently formulates Federated Hermes’ views on the economy, financial markets and the firm’s investment positioning strategies. He previously worked at U.S. Trust/Bank of America Private Wealth Management as a project manager in the Office of the Investment Management COO.

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

At Strategas Securities, Dan Clifton evaluates the financial market implications of policy and political developments. He leads Strategas’ Washington policy research team, which has been ranked one of the top on Wall Street for 15 consecutive years by Institutional Investor. Dan is also a frequent guest on CNBC, Bloomberg and Fox Business.

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Get updates on the Wealth Management and Trust Conference as we develop this year's program. Contact us if you have any questions.