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
kdonofrio@prosek.com
(646) 818 9247