ABOUT US

Placing Clients First

Chilton Trust is an independent, privately owned business. With no pressure to make sales, our teams are guided instead by a philosophy grounded in placing our clients’ needs and interests above all else. We take great pride in providing options, expertise and services customized for the individual needs of each client. Whether serving in their capacity of wealth planning, investment management, trust and fiduciary or family office expertise, our advisors are always driven to go the extra mile.

Our Mission & Values

We seek excellence, discipline and integrity in every endeavor and work towards a common goal: to serve our client’s objectives and needs.

Experienced Leadership Working Alongside Driven, Creative Professionals

Our leadership and team-oriented structure let us take a nimble approach to address clients’ specific needs.

Pepper Anderson

President & Chief Executive Officer

G. David Phelps Hamar

Managing Director & Head of Wealth Advisory Services and Family Office Services

Louisa M. Ives

Managing Director & Head of Manager Research

Join the Team

Exploring a new opportunity? Learn more about our culture and what it means to be part of our wealth management team.

Having a Positive Impact on Communities.

We’re dedicated to supporting communities in ways that bring people together and make a meaningful difference.

Build a Trusting Relationship with Our Experienced Advisory Team

Learn more about the array of services Chilton Trust offers to meet our clients’ unique goals and objectives.

Pepper Anderson

President & Chief Executive Officer

Anderson

Pepper Anderson is President and Chief Executive Officer of Chilton Trust, with nearly three decades of experience in financial services and wealth management. 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, Head of the Private Bank’s Fiduciary Investor Group, and Investment Team Lead for High Net Worth and Fiduciary.

After obtaining her B.A. degree from Tulane University, Pepper’s successful foray into the financial world began in equity trading at Bear Stearns & Co. She then held roles in fixed income portfolio management at Meredith, Martin & Kaye and the Union Bank of Switzerland.

Pepper serves on the board of the Greenwich YWCA, as a committee chair for Impact Fairfield County and enjoys additional volunteer opportunities with her church and children’s schools.

G. David Phelps Hamar

Managing Director & Head of Wealth Advisory Services and Family Office Services

Hamar

With over 25 years of wealth advisory experience, Mr. Hamar has extensive experience in all aspects wealth management and planning. Prior to joining Chilton, he was a Managing Director, Portfolio Manager and co-chairman of Family Office Services at Silvercrest Asset Management Group LLC. Prior to Heritage Financial Management, LLC’s merger with Silvercrest in 2005, Mr. Hamar was a Managing Director, Portfolio Manager and Head of the Family Office Tax Group at Heritage. Mr. Hamar previously founded and served as President of Hamar Capital, Limited, a tax and financial advisory firm, which merged with Heritage Financial Management in 2001. Mr. Hamar began his career with Price Waterhouse and Dewey Ballantine.

Mr. Hamar’s entire career has been focused on planning and wealth management for ultra high net worth individuals and their related entities. Mr. Hamar’s investment management related experience has included all aspects of traditional and alternative investment portfolio construction and supervision and related relationship management for ultra high net worth individuals, trusts and foundations. Mr. Hamar’s wealth advisory activities have included, in addition to co-chairing Silvercrest’s Family Office Services Group, all aspects of tax compliance and planning, financial and philanthropic planning and family office services, IRS audits and appeals and U.S. Tax Court and Federal District Court litigation. Mr. Hamar is a graduate of the University of Virginia School of Law and Old Dominion University. Mr. Hamar is admitted to the Virginia State Bar and is a CPA.

Louisa M. Ives

Managing Director & Head of Manager Research

Li

Ms. Ives is responsible for external manager selection and due diligence for Chilton clients and is also a member of the Executive and Investment Committees at Chilton Trust. Prior to joining Chilton, Ms. Ives was a Managing Director at Chilton Investment Company, where she was a research analyst covering the financial services sector.  She also served on the company’s Board of Directors.  Prior to joining Chilton, she worked at Coopers & Lybrand Consulting Group, reporting directly to the CEO, and began her career at Chemical Bank in their Middle Market Lending Group.  Ms. Ives graduated cum laude from St. Lawrence University with a B.A. in English Literature and earned an M.B.A from Harvard Business School.

Ms. Ives serves on the boards of The First National Bank of Long Island, the North Haven, ME Casino (Yacht Club), The Project Y Theatre Company, and on the Investment Committee of Vinalhaven, ME Land Trust.