Featured Keynote Speakers | American Bankers Association

2025 Keynote Speakers

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.

Chip Hughey, CFA, Senior Vice President, Managing Director, Fixed Income, Truist Advisory Services Inc.

Chip Hughey leads the Investment Advisory team responsible for establishing Truist’s fixed income strategy and outlook. He has more than 19 years of investment experience in asset allocation strategies, portfolio management, investment research, market strategy and new business development. Chip is also a frequent contributor to financial media, including Bloomberg, Barron’s, CNBC and The Wall Street Journal.

Ric Mayfield, CFA, CAIA, Senior Vice President, Managing Director — Manager Research, Truist Advisory Services Inc.

Ric Mayfield leads the Investment Advisory team responsible for sourcing Truist’s traditional manager selection. He has more than 31 years of investment experience in investment due diligence, market analysis, and portfolio management and construction. Prior to his current role, Ric held positions at SunTrust, Wachovia Bank and AmSouth Bank.

Anna Snider, CAIA, Managing Director and Head of Investment Manager Selection (Due Diligence) for the Chief Investment Office (CIO), Bank of America Corp.

Anna Snider is responsible for manager research and implementation guidance across all asset classes supporting Bank of America Private Bank, Merrill Lynch and Bank of America Retirement & Personal Wealth Solutions. She has decades of investment and risk analysis expertise, with roles at the Federal Reserve Bank of New York, JPMorgan and UBS. Anna is also a voting member of the Global Wealth & Investment Management Investment Strategy Committee.

Keynote Speakers | Wealth Management and Trust Conference