David Warren is President and Chief Executive Officer of Bridgeford Advisors and Co-Founder and Chairman of the Board of Bridgeford Trust Company, a sister company. He 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 President and Chief Executive Officer, David leads all planning and business development activities and brand development, working directly with families, family offices, and financial services professionals on sophisticated trust planning solutions including powerful asset protection, privacy, and state tax planning strategies.
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 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.