Ken Montgomery

Ken Montgomery

Ken is Managing Director of Wealth Advisory Services for Chilton Trust, working with UHNW Families, Family Offices and Foundations to implement the strategies necessary to achieve their legacy investment objectives. With over 25 years of experience in the investment management and wealth advisory industries, Ken has achieved significant success and experience through his roles as a senior client advisor and executive level industry leader, advising families and privately held companies.

Prior to joining Chilton, Ken was a Managing Director and Senior Advisor at U.S. Trust, where he managed family offices, ultra high net worth individuals and large private foundations. Ken also 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 throughout the Eastern US. Earlier in his career, Ken was the President and Chief Operating Officer of a large Toronto based family office, responsible for the management of the office’s North American portfolio operations and investment strategy and also directed teams at both ING Group and CIT group, leading diverse investment strategies and portfolio management for large, privately held businesses, family offices and ultra-high net worth clients.

Ken earned his Bachelor of Arts Degree in Economics from The Lerner School of Business at The University of Delaware and has completed advanced studies in the areas of finance and real estate investment. Ken also serves on the Board of The Lerner School of Business where he advises on the School’s strategic direction and student development.