Author: chiltontrust

NEW YORK, NY, May 28, 2024 – With over 12 years at the firm, Peter Kim will assume the role of Interim-President and manage day-to-day operations at Chilton Trust. He succeeds Pepper Anderson who has stepped down as President and CEO, effective immediately.

“We thank Pepper for her five years of leadership and dedicated service to Chilton Trust,” said Richard Lockwood Chilton, Jr., Founder of Chilton Trust, Chairman of the Board and Chief Investment Officer – Equities. “We remain steadfast in our commitment to ensuring stability and continuity for our clients and employees, and Peter Kim was a natural choice to assume this position and continue driving our mission forward. His tenured experience and deep history with the Firm will ensure that Chilton is well positioned under his stewardship to continue to deliver excellent outcomes for our clients and stakeholders.”

Peter Kim joined Chilton Trust in 2012 and has held several leadership positions over the years, including serving as the Firm’s General Counsel and Chief Compliance Officer. He is also a member of the Firm’s Executive Committee. Prior to joining Chilton, he worked as a corporate attorney at the law firm of Davis Polk & Wardwell.

Media Contact: Jill Gordon
[email protected]

NEW YORK–(BUSINESS WIRE)–Chilton Trust, a leading independent wealth management firm, today announced that it has received a National Trust Charter from the Office of the Comptroller of the Currency (the “OCC”) and is now authorized to provide full fiduciary services on a national scale, with immediate effect in its offices in Delaware and Florida. This meaningful development carries special significance to the firm as it celebrates its 10^th anniversary. Among other things, the national charter provides Chilton with national credibility and furthers its commitment to expanding on its full fiduciary capabilities for all clients, in addition to its marquee investment management and family office capabilities.

The firm also marks a year of noteworthy growth under Chief Executive Officer Pepper Anderson, building its team of senior leaders and resources for an engaged, sophisticated clientele.

“Despite a global pandemic and volatile markets, Chilton has been able to execute on its goals, and we will end 2020 with the best client resources in our firm’s history,” said Anderson. “When I joined Chilton Trust last year, I created an aggressive plan for taking an exceptionally client-focused firm to the next level. The National Trust Charter is a significant piece of the puzzle, but equally important are the individuals who have joined our team to deliver a more holistic wealth management experience to our clients.”

National Trust Charter

Chilton Trust is the first firm in nearly a decade to successfully convert its state charter to a national trust charter. As a result of the conversion, Chilton Trust will now be regulated by the OCC. Notably, this development allowed Chilton to open fiduciary offices in Delaware out of which it can provide the full suite of Delaware fiduciary services. This in turn provides clients access to a trusted and well-established court and legal system, as well as certainty and clarity in issues regarding trust management. To help clients navigate this new offering strategically, Gina Nelson was hired in August and serves as Senior Vice President, Head of Fiduciary Services. She was formerly Executive Director, Global Head of Trusts and Estates Risk at J.P. Morgan.

“We are in the business of supporting families of multiple generations, and the National Trust Charter enables us to provide an even deeper level of flexibility and personalized support,” said Nelson. “Delaware is one of the best states in which to operate as its system is built to understand the unique nuances of trusts and its laws give those creating trusts immense flexibility, allowing Chilton to support our clients in the most customized way possible.”

Expanded Expert Bench

Consistent with Chilton Trust’s commitment to organic growth, leadership has focused on creating a deeper bench of resources for clients instead of aggressively seeking to expand the firm’s clientele. In addition to hiring Nelson, Chilton brought on Larry McKay, Head of Portfolio Construction, Nick Frelinghuysen, Managing Director, Portfolio Manager – Equities, and Kevin Wells, Head of Family Office Tax Services. These additions to the senior leadership team bolster Chilton’s investment management and portfolio construction expertise as well as the firm’s tax services and family office capabilities, and further support Chilton’s commitment to providing clients with a holistic approach to their portfolio and financial needs.

About Chilton Trust Company

Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high net worth individuals, families, foundations, endowments 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 founded over 26 years ago. Chilton Trust offers 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, the firm’s 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 clients.

Contacts
Amanda Lake
[email protected]

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NEW YORK, NY, June 1, 2020 – Chilton Trust, a leading independent wealth management firm, today announced that industry veteran Nick Frelinghuysen has joined its growing team of senior leaders as an investment professional. Nick joins the firm as Managing Director, responsible for investments on clients’ equity portfolios along with Richard L. Chilton, Chairman and Jennifer Foster, Co-Chief Investment Officer, to whom he will report.

“Nick’s industry experience and investment philosophy is very similar to the way we think about long-term equity investing. Combine that with his client-centric relationship philosophy and he is a great match for Chilton Trust and all of our clients,” said Pepper Anderson, Chilton Trust’s President and Chief Executive Officer. “Our clients and the families we support come first. We are committed to continuing to build a first-class organization and adding Nick to our investment bench is part of our growth plan.”

“I’m thrilled to join the Chilton Trust team. Beyond feeling an immediate rapport with Richard, Jennifer and Pepper, their investment philosophy and commitment to developing deep, personal relationships with clients really resonated with me,” said Frelinghuysen. “Chilton Trust’s independence, history of success in active equity investing, and focus on ensuring individuals and families have direct engagement with specialists at all levels of the firm truly set it apart.”

Nick joins the firm with more than 27 years of experience in equity research and portfolio management. Most recently, he was a partner at the boutique investment firm, Eagle Ridge Investment Management, LLC where he served as a portfolio manager and Co-Head of Research for an organization with $950m in assets focused on high net worth individuals and institutions. Prior to his role at Eagle Ridge, Nick worked at Oppenheimer Capital (Allianz Global Partners) as Co-Portfolio Manager on a $2B Mid Cap value mutual fund and served as Co-head of Mid-Cap and All-Cap investments for the $25B firm. He began his career on the sell side at Donaldson, Lufkin & Jenrette.

Nick attended Princeton University as an undergraduate and holds an MBA from The Wharton School at the University of Pennsylvania.

About Chilton Trust

Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high net worth individuals, families, foundations, endowments 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 founded over 20 years ago. Chilton Trust offers 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, the firm’s 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 clients.

Contact Lexie Perri
[email protected]

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