Category: In The News

Family Wealth Report Interviewed Chilton Trust’s CEO & President, Pepper Anderson

Post author By Connie Rhodes
Post date March 31, 2022

Chilton Trust’s expansion into Southwest Florida covered in the Business Observer

Post author By Connie Rhodes
Post date March 24, 2022

Gulfshore Business highlights Chilton Trust’s new Naples Office with Thomas Walsh at the helm

Post author By Connie Rhodes
Post date March 24, 2022

So, you’re moving to Florida? Get in line. Thomas Walsh, SVP of Naples and SW Florida Region, Discusses the Migration to Florida and Domicile Transfer with Florida Weekly.

Post author By Connie Rhodes
Post date March 24, 2022

Jennifer Foster, co-CIO & portfolio manager for equities at Chilton Trust, explains why her firm is optimistic about U.S. stocks this year despite geopolitical tensions and concerns over inflation and Covid.

Post author By Connie Rhodes
Post date February 22, 2022

Gina M. Nelson, Head of Fiduciary Services, discusses What it Means to Act as Fiduciary with the Palm Beach Daily News

Post author By Connie Rhodes
Post date January 24, 2022

December Jobs Report showed lower-than-expected numbers, showcasing that the Federal Reserve’s emphasis on full employment will shift as we cross the Rubicon of policy tightening. Read more from our CIO of Fixed Income, Tim Horan’s, recent interview with NBC News

Post author By Connie Rhodes
Post date January 7, 2022

Chilton’s Head of Fiduciary Services, Gina Nelson, recently authored a byline for Trusts and Estates around the unique considerations that financial and estate planners should take into account when working with LGBTQ+ clients

Post author By Connie Rhodes
Post date October 1, 2021

Jennifer Foster sits down with Bloomberg to discuss the current investment landscape with the surge of the Delta variant

Post author By Connie Rhodes
Post date August 13, 2021

Head of Fiduciary Services Gina Nelson discusses estate planning for LGBTQ+ families with CNBC

Post author By Connie Rhodes
Post date July 1, 2021

LGBTQ+ families have unique needs when it comes to financial planning and wealth management. Pride Month is as good a time as any to understand the most important aspect of planning for this incredible community. Chilton’s Head of Fiduciary Services, Gina Nelson, discussed the importance of estate planning for LGBTQ+ families and the steps these families can take to create a plan that best fits their needs with CNBC’s Michelle Fox.