The Vice Presidents and Senior Vice Presidents at Chilton Trust play a pivotal role in driving the firm's wealth management strategies and maintaining high standards of client service. They are responsible for overseeing portfolio management, developing business opportunities, leading fiduciary and tax services, managing family office functions, and ensuring rigorous investment performance. These executives collaborate to provide customized solutions, ensuring the preservation and growth of intergenerational wealth for the firm's select clientele.
Cpa/Pfs Kevin A. Wel...
SVP | Head Of Tax Services
Gina Nelson
Senior Vice President - Head O...
Jaime Caisman
Vice President, Family Office
John Wamser
Vice President Manager Researc...
Kim Sebo
Vice President
Laura Ridolfi
Portfolio Manager | Vice Presi...
Mark Ryan
Senior Vice President
Thomas Walsh
Senior Vice President
Timothy Horan
Executive Vice President Chief...
Tom Trenchard
Senior Vice President Business...
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