Instructor Biography

David Warren, JD

Co-Founder & Chairman, Bridgeford Trust Company
Instructor's Course List

About The Instructor

David Warren is Co-Founder and Chairman of the Board of Bridgeford Trust Company, as well as a member of the Trust Administrative Committee. He is also President and CEO of Bridgeford Advisors dba Bridgeford – a sister company operating throughout the country and around the world providing consultative, planning, business development, and marketing support to Bridgeford Trust Company.

David is an attorney with over 20 years of professional experience practicing law and working in the financial services industry serving the trust and wealth management needs of high and ultra-high net worth families across the nation and around the world. As Co-Founder and Chairman, David shapes Bridgeford Trust Company’s strategic growth, domestically and globally, and brand development.

Prior to establishing Bridgeford Trust Company, David was recruited out of a prestigious Mid-Atlantic law firm, to join the Wealth Management/Trust Department of a large regional bank as a Vice President/Senior Trust Administrator. In this position, he worked extensively with wealthy families and individuals on a variety of trust and fiduciary issues. David subsequently transitioned his career to Bank of New York Mellon and later to PNC Wealth Management where he worked exclusively and extensively with ultra-high net worth families on various wealth management issues including tax planning, asset protection, and legacy planning.

David is very active in the community having served in leadership roles for many non-profit organizations over the years. He is also active in several groups and organizations, including the Society of Trust and Estate Practitioners (STEP) and the Key Biscayne Bar Association, as both a speaker and supporter of their events. David is also a past member of Vistage International – the world’s foremost executive leadership organization.

David speaks throughout the country and around the world on modern and progressive U.S. trust law, addressing several professional organizations and various audiences each year. He is also a past lecturer for the Pennsylvania Bar Institute (the continuing education arm of the Pennsylvania Bar Association) and is a former adjunct professor at Harrisburg Area Community College where he taught courses in the business law and paralegal programs, such as Trusts and Estates and Business Law. In addition, he is frequently published and quoted by publications on various trust and estate planning topics.

David earned a Bachelor of Applied Science, Political Science and Government from Albright College and a Juris Doctor degree from Suffolk University Law School.
CPE sponsors

The Florida Institute of Certified Public Accountants (FICPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org