Cpa/Pfs Kevin A. Wells

SVP | Head Of Tax Services at Chilton Trust

Kevin A. Wells is currently the Head of Tax Services at Chilton Trust. Prior to this role, Kevin held positions at various companies such as Sapere Wealth Management, Silvercrest Asset Management, The Bank of New York Mellon, and Deloitte & Touche. Kevin's responsibilities included providing financial advice to clients, managing tax departments, conducting audits for investment vehicles, and supporting wealth management professionals. Kevin holds a Master of Business Administration in Financial Instruments and Business Law from NYU Stern School of Business and a Bachelor of Science in Accounting from Virginia Tech - Pamplin College of Business.

Links

Previous companies

BNY Mellon logo
Deloitte logo
Silvercrest Asset Management logo

Timeline

  • SVP | Head Of Tax Services

    November, 2020 - present