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.

Investment Management

Chilton Trust

Sara Burnett Bernard

Tom Trenchard

John Wamser

Timothy Horan

Charlotte Chilton

Christopher Zinn

Mary Morse

Mark Ryan

Thomas Walsh

Kim Sebo

Jaime Caisman

Ross Weissman

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.

Vice Presidents and Senior Vice Presidents

Leadership Team

Accounting and Tax Team

Vice Presidents and Senior Vice Presidents

About

Team members

Other teams at Chilton Trust

Leadership Team

Accounting and Tax Team