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Keynote Speakers | Wealth Management and Trust Conference

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Fabrice Braunrot, Retired Vice Chairman, J.P. Morgan

Fabrice retired after 34 years at J.P. Morgan, working in the firm’s commercial investment and private banking divisions in London, New York and Chicago. He worked with wealthy families and business owners, helping with asset management, family governance and estate planning matters. Fabrice continues to provide consulting and training services to the J.P. Morgan Private Bank, and provides guidance and leadership to a host other organizations. 

He serves on the advisory council of the Osher Center for Integrative Medicine, Northwestern Medicine. He is a director of The Nutritional Science Initiative (NuSI). He is on the advisory board of Good Food is Good Medicine (part of Family Farmed/Naturally Chicago). He is a director and serves on the advisory board of Spiral Sun Ventures, a fund group making early stage investments in health and wellness based consumer products. He serves on the advisory board of Tensility Venture Partners, who manage funds making early stage investments in companies in the AI and predictive analytics arena.

Joseph F. Coughlin, PhD, Director, MIT AgeLab

Joseph F. Coughlin, PhD, teaches in MIT's Department of Urban Studies and Planning and the Sloan School's Advanced Management Program. Coughlin conducts research on the impact of global demographic change and technology trends on consumer behavior and business strategy. He advises a wide variety of global firms in financial services, healthcare, leisure and travel, luxury goods, real estate, retail, technology, and transportation. Coughlin has served on advisory boards for firms such as Bell Canada, British Telecom, Daimler, Fidelity Investments and Sanofi-Aventis.

He was appointed by President George W. Bush to the White House Advisory Committee on Aging and by Governor Charlie Baker to the Governor’s Council on Aging in Massachusetts where he co-chaired the Innovation & Technology Subcommittee. Recently, Coughlin was recognized as one of 15 World Minds by the Zurich-based World Minds, a select community of global leaders in science, arts and business.

Gregory Davis, CFA®, Managing Director and Chief Investment Officer, Vanguard

Gregory Davis is responsible for the oversight of approximately $4 trillion managed by Vanguard Fixed Income, Equity Index, and Quantitative Equity Groups. The funds managed by these groups include active and index stock and bond funds, money market funds, and stable value funds.

Previously, Mr. Davis was principal and global head of Vanguard Fixed Income Group, responsible for its portfolio management, strategy, credit research, trading, and planning functions. He has also served as the company’s Asia-Pacific chief investment officer and a director of Vanguard Investments Australia. Mr. Davis is a member of the Treasury Borrowing Advisory Committee of the U.S. Department of the Treasury.

John Diehl, CFP®, CLU®, Senior Vice President, Applied Insights, Hartford Funds

John Diehl and his team are responsible for engaging and educating financial advisors and their clients about current and emerging opportunities in the financial services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes. John also oversees Hartford Funds’ relationship with the Massachusetts Institute of Technology AgeLab.

John has been widely quoted in consumer and trade publications such as The Wall Street Journal, Financial Planning, and On Wall Street. He has also appeared as a featured guest on CNBC and Bloomberg Television to discuss his views on retirement-related topics.

Laura Gregg, Senior Vice President, Director of Practice Management and Advisor Research, Northern Trust Asset Management

Laura is focused on leading the firm’s proprietary advisor and investor research and building programs to engage advisors and asset managers through industry intelligence and best practices.

She has more than 20 years of industry experience and speaks regularly at industry events on a range of business building strategies. Laura’s insights have been published in U.S. News & World Report, InvestmentNews and Financial Advisor Magazine, among others.

Cam Marston, President and Owner, Generational Insights

Cam Marston is the leading expert on the impact of generational characteristics and differences on the workplace and the marketplace. Marston’s books, articles, columns, and blog describe and analyze the major generations of our time: Matures, Baby Boomers, Generation X, Millennials, and iGen. His expertise has also been featured in the Wall Street Journal, The Economist, InvestmentAdvisor, BusinessWeek, Fortune, Money, and Forbes, as well as on Good Morning America and the BBC. 

Bruce Mehlman, Founder, Mehlman Castagnetti Rosen & Thomas

Bruce Mehlman leads the bipartisan firm he founded after serving at senior levels in politics, policy and business. Mehlman and his team help Fortune 500 companies and innovative startups understand, anticipate and navigate the ever-evolving policy environment and trends likely to impact the global marketplace. 

Mehlman frequently presents to boards of directors, global conference and strategic planning sessions, and has lectured on “winning business-government relations” at the top business schools. He is widely regarded as an expert on running issue campaigns, managing c-suite associations and developing strategies that achieve impactful policy outcomes. He concurrently serves as executive director of the Technology CEO Council and co-chairman of the Internet Innovation Alliance.

Michael G. Robinson, CFP®, Executive Vice President, Director of Wealth Management, Huntington Bank

Michael is responsible for all aspects of Huntington Bank’s wealth management business line, including Private Banking, Trust & Investment Management and Retirement Plan Services. He also has responsibility for Huntington’s Corporate Trust and Custody business.

Michael bring a wide breadth and depth of experience in wealth management gained in his 35-year career at J.P. Morgan and now Huntington Bank. During his career, Michael had responsibility for all areas of wealth management, managing teams, successfully bringing about change and growing the company’s wealth business.