Stamford, CT, July 9, 2019 – Chilton Trust, a leading independent wealth management firm, today announced that industry veteran Pepper Anderson has been named President and Chief Executive Officer, effective immediately. With nearly three decades of experience in financial services and wealth management, Ms. Anderson will succeed Garrison duP. Lickle, who will become Vice Chairman, continuing to work closely with clients in support of their financial needs and long-term objectives.
Mr. Lickle has served as President and Chief Executive Officer of Chilton Trust since its inception in 2010, where he has played a pivotal role in shaping the Company’s business strategy. Under his leadership, the firm has become one of the most successful independent true wealth managers in the United States, with $5 billion in assets under management spanning 110 families. As the Company embarks on the next decade of its lifecycle, its foremost priorities are ensuring that Chilton Trust remains well positioned to maintain its distinct culture, principles and unwavering commitment to providing a first-class client experience.
“Chilton Trust clients have unique, sophisticated financial lives and they require and deserve more than simple money management,” said Richard L. Chilton, Jr., Chilton Trust’s Founder, Chairman and Chief Investment Officer of Equities. “To that end, this leadership transition is part of a carefully planned for and calibrated strategy that we believe is necessary to continue providing our clients with the service and experience they expect. Pepper has the vision and leadership to advance what Gary and I have built and is the right individual to take Chilton Trust to even greater heights.”
Prior to joining Chilton, Ms. Anderson spent more than 20-years with J.P. Morgan Private Bank, where she most recently served as Managing Director and Market Manager for Connecticut and Westchester County, NY. During her tenure at J.P. Morgan, Ms. Anderson developed a deep understanding of both technical investing and private client relationship management, holding roles of increasing responsibility across a diverse range of businesses, including U.S. Head of Discretionary Fixed Income and Investment Team Lead for High Net Worth and Fiduciary.
“Succession planning is a key priority not only for our clients, but in keeping with our core values at Chilton Trust,” said Mr. Lickle. “From the very beginning, we have worked hard to eliminate key man risk and ensure that the institutional-quality company we have built is on solid footing for many years to come. I have loved serving as President and Chief Executive Officer of Chilton Trust and it is a privilege to continue to support our clients in my capacity as Vice Chairman. Now is the right time for me to pass the baton to Pepper. I am confident that she will do an excellent job both for our clients and for Chilton Trust.”
“While much of the industry is adapting to embracing a client-centric model, Chilton has always prioritized client relationships together with excellence in money management and family services to expertly assist in any problems that arise.” said Ms. Anderson. “The firm prides itself on gathering and building authentic relationships with their clients, and that is a value and sentiment that I share. I look forward to helping our clients achieve their longterm financial and family planning objectives and supporting the firm’s continued growth.”
Ms. Anderson is based in Chilton’s New York City office and Mr. Lickle will remain in the firm’s Palm Beach office where the Firm’s fiduciary business is located.
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.
Contact
Amanda Lake
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(646) 818-9225