The Leadership Team at Chilton Trust is responsible for setting the strategic direction and overall management of the firm. They oversee key areas such as client advisory, investment management, fiduciary services, business development, and tax services. This team ensures the delivery of customized wealth management solutions while maintaining Chilton Trust’s rigorous standards of performance excellence and upholding the firm's core values of integrity, confidentiality, and high-quality service.
Cpa/Pfs Kevin A. Wel...
SVP | Head Of Tax Services
Gina Nelson
Senior Vice President - Head O...
John Wamser
Vice President Manager Researc...
Laura Ridolfi
Portfolio Manager | Vice Presi...
Mary Morse
Managing Director
Pepper Anderson
President and Chief Executive ...
Ross Weissman
Chief Financial Officer
Sara Burnett Bernard
Managing Director, Head Of Cli...
Timothy Horan
Executive Vice President Chief...
Tom Trenchard
Senior Vice President Business...
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