Category: Press Releases

NEW YORK, NY, June 27, 2019 – Chilton Trust, a leading independent wealth management firm, today announced that two industry veterans, Kenneth Montgomery and Tom Trenchard, have joined its growing team of senior leaders. Mr. Montgomery joins the firm as Managing Director responsible for supporting clients on the East coast, principally in the Philadelphia, New York and Florida regions. Mr. Trenchard joins the firm as Senior Vice President, servicing Florida and Connecticut.

“Ken and Tom’s industry experience and client-centric relationship philosophy align perfectly with our mission at Chilton Trust,” said Garrison duP. Lickle, Chilton Trust’s President and Chief Executive Officer. “We are committed to putting our client’s interests first and doing what’s right for the families we support. This includes building and growing a first-class team of wealth professionals to service our families whom have placed their trust in us. Both Ken and Tom will be part of our fabric as the firm continues its warranted but measured growth.”

Mr. Montgomery joins the firm with more than 25 years of experience with investment management and wealth advisory firms, focusing on ultra-high net worth families and business owners. Most recently, he was a Managing Director and Private Client Advisor at U.S. Trust, where he managed family offices, ultra-high net worth individuals and large private foundations. Prior to U.S. Trust, Mr. Montgomery worked as a Senior Relationship Strategist at Hawthorn, PNC Bank’s multifamily office, where he was responsible for the execution of wealth and investment management strategies for large family offices and ultra-high net worth individuals on the East Coast. Earlier in his career, Mr. Montgomery served as President and COO of Byron Hill Management, a large Toronto-based family office, where he managed the office’s North American portfolio operations and investment strategy.

Mr. Trenchard joins the firm with over 10 years of experience in the wealth advisory business, focusing on developing our ultra-high net worth business. Most recently, he was a Vice President and Financial Advisor at Evercore Wealth Management, where he supported ultra-high net worth families, foundations and endowments. Prior to this, Mr. Trenchard worked as a Private Client Advisor at U.S. Trust, where he led a team of wealth advisory specialists that provided customized Investment Management, Trust, Fiduciary and Wealth Transfer Strategies to those families throughout the U.S.

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
Kayce D’Onofrio
[email protected]
(646) 818 9247

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NEW YORK, NY – February 9, 2018 – Chilton Trust Company is proud to announce that it has been awarded “Best Investment Platform – Client Service” and “Best Family Office Service Provider” by Private Asset Management Magazine (PAM) for 2018. The awards were presented at PAM’s Awards Ceremony held in New York on February 8, 2018. The PAM Awards are designed for top investment professionals, wealth advisors, consultants and other key service providers operating within the private asset management industry, who have demonstrated excellence in their specific areas.

Chilton Trust was selected for these awards by an independent panel of industry experts who judged each of the nominees based on a variety of qualitative and quantitative criteria and performance metrics. This year’s awards continue to build on Chilton Trust’s track record of superior client services and success.

As a privately-held firm, Chilton Trust’s sole mission is to protect, carefully grow and manage their client’s wealth for generations to come. The Firm is dedicated to providing independent, unbiased solutions that are tailored to each client and delivering those solutions with the highest level of service. Chilton Trust is pleased to be acknowledged for our top-tier investment capabilities and customized wealth solutions free of conflicts.

Chilton Trust’s family office originated as a single family office for the Firm’s founder, who struggled with the lack of sophisticated and comprehensive options then-available in the industry to serve his family’s complex and varied needs. From those roots, Chilton Trust has built a multi-family office team dedicated to providing the dynamic, high-touch services required to meet the intergenerational needs of today’s ultra-high net worth family.

Chilton Trust is honored to be recognized for these services and the efforts the Firm puts forth to providing a full suite of customized services to its clients. The Firm was also honored to have been awarded Best Private Wealth Manager – Client Service Under $5 Billion” by PAM for 2017.

About Chilton Trust Company

Chilton Trust is a 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, a non-depository Florida 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.

For more information on Chilton Trust Company, please call 212-843-6882 or visit www.chiltontrustcompany.com.

NEW YORK, NY – February 14, 2017 – Chilton Trust Company is proud to announce that it has been awarded “Best Private Wealth Manager – Client Service – under $5 billion” by Private Asset Management Magazine (PAM) for 2017. The award was presented at PAM’s Awards Ceremony held in New York on February 13, 2016. The PAM Awards are designed for top investment professionals, wealth advisors, consultants and other key service providers operating within the private asset management industry, who have demonstrated excellence in their specific areas.

Chilton Trust was selected for this award by an independent panel of industry experts who judged each of the nominees based on a variety of qualitative and quantitative criteria and performance metrics. This year’s award continues to build on Chilton Trust’s track record of superior client services and success.

“We are honored to be recognized by our peers for our commitment to a common goal: to serve our client’s objectives and needs. We strive to deliver the type of care and attention that we would want for our own families and institutions, and consistent with that ethos, we act with the utmost integrity and with a highly involved sense of personal commitment to our clients.” Harry Grand, Head of Client Advisory of Chilton Trust Company, also added that “as a privately-held firm, Chilton Trust’s sole mission is to protect, carefully grow and manage our client’s wealth for generations to come. We are dedicated to providing independent, unbiased solutions that are tailored to each client and delivering those solutions with the highest level of service. It is rewarding – especially when clients are finding it challenging to find customized wealth solutions free of conflicts – to be acknowledged for making a difference.”

About Chilton Trust Company

Chilton Trust is a 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, a non-depository Florida 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.

For more information on Chilton Trust Company, please call Harry Grand at 646-443-7733 or visit www.chiltontrustcompany.com.

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CHILTON INVESTMENT SERVICES FIXED INCOME is delighted to announce that GREGG MANJEROVIC has joined our team as a Senior Vice President and Portfolio Manager. Gregg is a taxable fixed income specialist with over seventeen years of investment management experience.

Prior to joining Chilton, Gregg was a Senior Fixed Income Portfolio Manager and Director at Public Financial Management Asset Management, (PFM), where he worked for 14 years. At PFM, Gregg was responsible for management of over $9 Billion in separate account discretionary portfolios and also served as a member both of the Investment Committee and the Credit Committee.

Prior to PFM, Gregg worked for Northern Trust Global Investments in Chicago as Portfolio Manager and Trader managing intermediate and long-term Taxable –fixed income portfolios as well as trading corporate bonds for mutual fund, pension, foundation, and endowment accounts. In addition, Gregg also provided fixed income strategy and trading capability for Northern Trust Wealth Management.

Gregg received his MS in Financial Markets and Trading from the Stuart School of Business at the Illinois Institute of Technology and a B.S. in Finance from University of Illinois in Chicago. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

About Chilton Trust Company
Chilton Trust Company, LLC (“Chilton Trust”) is a private, independent trust company formed by Chilton Investment Company to advise and provide wealth management, fiduciary and investment solutions to high net-worth individuals, families, trusts, foundations, institutions and endowments. Headquartered in Palm Beach, Florida, and with representative offices in New York and Connecticut, Chilton Trust was founded on the principles of service, expertise, trust and integrity. Together with its SEC-registered investment advisor affiliate, Chilton Investment Services, LLC, Chilton Trust offers full-service, bespoke investment management, tailored asset allocation advice, and family office, tax advisory and fiduciary services.