- Founded
- 2010
- Employees
- 30
About Chilton Trust
Chilton Trust is a boutique wealth management firm designed to provide the continuity, structure and acumen to protect and enhance the intergenerational wealth of select families and institutions. The firm is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of Chilton Investment Company. We offer a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone trust company capabilities, consolidated wealth reporting, comprehensive family office services and transactional planning. Furthermore, our emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with our clients.
Leadership at Chilton Trust
The team at the top of the org chart.
Sara Burnett Bernard
Managing Director, Client And Wealth Advisory
11 reports
Tom Trenchard
Senior Vice President Business Development
John Wamser
Vice President Manager Research
Timothy Horan
Executive Vice President Chief Investment Officer Fixed Income
2 reports
Mary Morse
Managing Director
4 reports
Mark Ryan
Managing Director
Thomas Walsh
Senior Vice President
Kim Sebo
Vice President
Jaime Caisman
Vice President, Family Office
Charlotte Chilton
Vice President; Director Of Media, Communications, And Strategic Partnerships
1 report
Christopher Zinn
Associate
Cpa/Pfs Kevin A. Wells
SVP | Head Of Tax Services
5 reports
Shannon Healy
Accountant
Viviane G.
Accountant
Lauren Petrozzi
Accountant
Jack Neafsey
Associate, Client Advisory
Kate Brush
Client Advisory Analyst
Constance Rhodes
Vice President, Client Advisor
Katie Harrison
Vice President, Client Advisor
Nicholas Wood
Vice President - Client Service & Reporting Manager
Bayard Kuensell
Senior Vice President, Client Advisor
Lindsey Palma
Senior Vice President, Client Advisor
Connie Rhodes Chandler
Vice President, Client Advisor
Open Jobs at Chilton Trust (4)
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