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Bill Bradley, Retired U.S. Senator, Author, Former Presidential Candidate, Olympic Gold Medalist, NBA Hall of Fame Inductee, Rhodes Scholar, Consultant to Dimensional Funds Advisors

From 1979 to 1997, Bill Bradley served in the U.S. Senate representing the state of New Jersey. In 2000, he was a candidate for the Democratic nomination for President of the United States. Before serving in the Senate, he was an Olympic gold medalist in 1964 and a professional basketball player with the New York Knicks from 1967-1977 during which time they won two NBA championships.

Bradley is the author of six books on American politics, culture, and the economy, including “Time Present, Time Past”, “The New American Story,” and “Values of the Game”—all New York Times bestsellers.

Currently, Senator Bradley is a Managing Director of Allen & Company LLC, a member of the board of directors of Starbucks Company, and the host of “American Voices”, a weekly show on Sirius/XM Satellite Radio that highlights the remarkable accomplishments of Americans both famous and unknown.

Samuel A. Donaldson, JD, LL.M., Professor of Law, Georgia State University College of Law

Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law in Seattle for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association. Professor Donaldson served for two years as Associate Dean for Academic Administration and for six years as the Director of the law school’s Graduate Program in Taxation. He teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility.

Oscarlyn Elder, CFA, CAIA, Managing Director, Co-Chief Investment Officer, Truist Wealth

As co-chief investment officer, Elder oversees the Truist Wealth Investment Advisory Group of Truist Advisory Services, Inc., a team of experienced professionals who provide unique investment goals. Elder is also responsible for investment due diligence and communications. 

Elder previously served as Truist Wealth Investment Platform Executive. In that role, she helped define the Truist Wealth investment experience, focused on the intersection of technology, investment management solutions, as well as the client and investment professional experience.

Julie Genjac, Managing Director, Applied Insights, Hartford Funds

With over 20 years of experience in the financial services industry, Julie believes that financial professionals sit in the industry’s most difficult seat. As a registered corporate coach, she has extensive experience in coaching financial professionals and their teams, to help them not just create a vision for their practice but also achieve it. In addition to coaching, Julie’s passionate about engaging and educating financial professionals and their clients to prepare them for long-term demographic and lifestyle changes that lay ahead.


Paul Lehman, CFA, Vice President, Head of Bank/Trust Group, Dimensional Fund Advisors

As a Vice President and Head of Bank Trust Group, Paul Lehman brings more than 25 years of investment experience to his role within Dimensional's Global Client Group managing the firm's potential and existing relationships with bank wealth management divisions and independent trust companies.

Prior to joining Dimensional, he was the director of capital management and chief investment officer for a regional bank in the Southeast. The first half of Paul's career was spent as an advisor, while the second half has included responsibilities in division management, portfolio construction, and client education—all within the bank environment.

Alvina H. Lo, Chief Wealth Strategist, Wilmington Trust | M&T Bank Emerald Family Office & Advisory™

As part of the Wilmington Trust and M&T Emerald Advisory Services® team, Alvina is responsible for wealth planning, strategic advice, and thought leadership development for Wilmington Trust’s Wealth Management division. She oversees a national team of wealth strategists, financial planners, and thought leadership experts, who together, serve as advisors to high-net-worth individuals and families, business owners, entrepreneurs, and foundations and endowments.


Keep Me Informed

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