OUR TEAM

Meet the Team

At Chilton, we combine decades of institutional expertise across multiple sectors and business lines. Working together as long-tenured colleagues allows us to share services and resources to provide depth and flexibility.

Board of Directors

  • Richard L. Chilton, Jr.
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  • William P. Boardman
  • /
  • Porter Goss
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  • Garrison duP. Lickle
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  • Jonathan M. Wainwright
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The Chilton Team

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  • Leadership
  • Investment Management
  • Client & Wealth Advisory
  • Family Office Services
  • Legal Compliance & Operations
  • TRUST & FIDUCIARY

Richard L. Chilton, Jr.

Founder, Chairman & Chief Investment Officer – Equities

Garrison duP. Lickle

Vice Chairman

Pepper Anderson

President & Chief Executive Officer

Timothy W. A. Horan

Executive Vice President & Chief Investment Officer – Fixed Income

Jennifer L. Foster

Executive Vice President, Co Chief Investment Officer & Portfolio Manager – Equities

Louisa M. Ives

Managing Director & Head of Manager Research

Nick Frelinghuysen

Managing Director

Debra Crovicz

Managing Director

Stephen Stowe, CFA

Senior Vice President & Head of Credit Research

Francis McKenna

Vice President

Laura Ridolfi

Vice President

John R. Wamser, CFA

Vice President

G. David Phelps Hamar

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

Sara B. Bernard

Senior Vice President & Head of Client Advisory

Eriko Hashimoto

Senior Vice President

Larry McKay, CFA

Senior Vice President & Head of Portfolio Construction

Gina M. Nelson

Senior Vice President & Head of Fiduciary Services

Brooks Carey

Senior Advisor

Mary M. Morse

Senior Advisor

Mark Ryan, CFP®

Senior Vice President

Tom Trenchard

Senior Vice President

Stephanie L. Baudo

Vice President

Erin Markham

Vice President

Lindsey Palma

Vice President

Nicholas K. Rafferty

Vice President

Noah Wimmer

Vice President

Bayard Kuensell, CFA

Vice President

Connie Rhodes

Associate

Parks Robinson

Analyst

Christopher Zinn

Analyst

Skye Payette, CPA

Senior Vice President & Controller

Michaela N. Memeger

Vice President & Assistant Controller

Jessibel Monegro

Accountant

Peter Pinque

Senior Accountant

Blaire Meck

Managing Director, Director of Human Resources

Peter Kim

Managing Director, General Counsel & Chief Compliance Officer

Matthew Frost

Vice President, Manager

Abby Mead

Senior Vice President

Kevin A. Wells, CPA/PFS

Senior Vice President & Head of Tax Services

Jenifer Parker

Managing Director and Chief Financial Officer

Thomas L. Walsh, Jr., CFA

Senior Vice President

Andrew Burr

Executive Vice President & Head of Trading

Joseph Eggleton

Director of Operations

Richard L. Chilton, Jr.

Founder, Chairman & Chief Investment Officer – Equities

Richard L. Chilton, Jr. is the founder, Chairman and Chief Investment Officer of Chilton Trust Company, which in April 2012 was the first company in eight years to be awarded a trust charter in Florida. Mr. Chilton also serves as the Chairman, CEO and Chief Investment Officer – Equities of Chilton Investment Services and is the founder, Chairman, CEO and Chief Investment Officer of Chilton Investment Company.

Since founding Chilton Investment Company in 1992, Mr. Chilton has built a team of investment professionals focused on building wealth in favorable markets and preserving capital in declining markets. Under Mr. Chilton’s leadership, Chilton Investment Company has developed an investment approach committed to fundamental, bottom-up stock selection and disciplined portfolio management.

Prior to forming Chilton Investment Company, Mr. Chilton was a managing director of Allen Value Incorporated and a vice president and equity portfolio manager at Alliance Capital Management Corporation. Mr. Chilton began his career in the Mergers and Acquisitions group at Merrill Lynch and Company.

Mr. Chilton is the Vice Chairman of the Metropolitan Museum of Art in New York City, Chairman Emeritus of Greenwich Academy as well as The Darien Foundation, and Trustee Emeritus of the Robinhood Foundation. Mr. Chilton also serves as the Chairman of the Mather Homestead Foundation located in Darien, CT and Trustee of the Classical American Homes Preservation Trust.

Mr. Chilton received his B.S. in Finance and Economics from Alfred University.

Garrison duP. Lickle

Vice Chairman

Garrison duP. Lickle is Vice Chairman of Chilton Trust Company with over 40 years of experience in the fiduciary wealth management field. Mr. Lickle began his career as a trusts and estates attorney with Winthrop, Stimson, Putnam and Roberts (now known as Pillsbury Winthrop), where he was the Managing Partner in the Palm Beach office, and was later a partner of Gunster, Yoakley & Stewart, P.A., in Palm Beach. In 1999, he joined U.S. Trust Company of Florida as President where he later became Chairman and CEO. Most recently, Mr. Lickle was Regional President of Lehman Brothers Trust Company and a Managing Director of Lehman Brothers and Neuberger Berman. After the Barclays acquisition of Lehman Brothers, he was a Managing Director of Barclays Wealth.

Mr. Lickle graduated from The Choate School, received his B.A. and M.B.A. from Rollins College, his J.D. from the University of Richmond, and is a member of the Florida Bar.

Mr. Lickle is a former Director and now Life Trustee of The Kravis Center for the Performing Arts where he also serves as a member of the Finance Committee. Mr. Lickle previously held positions as a member of the Executive Committee, Treasurer, and Chairman of the Finance Committee. He is a Director of the Palm Beach Civic Association and former Secretary Treasurer and member of the Executive Committee. He serves as a board member of The Everglades Foundation and is Vice Chair of The Everglades Foundation Investment Committee and a member of the Finance Committee. He is also member of The Cleveland Clinic Heart Center Leadership Council in Cleveland (OH) and Weston (FL). Mr. Lickle is a founding member of the Massachusetts General Hospital Leadership Council on Psychiatry and a former member of the Board of Governors at the Rehabilitation Center for Children and Adults in Palm Beach. Mr. Lickle is a past Chairman of the Town of Palm Beach Shore Protection Board.

Pepper Anderson

President & Chief Executive Officer

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.

Timothy W. A. Horan

Executive Vice President & Chief Investment Officer – Fixed Income

With over 30 years of experience, Mr. Horan is a specialist in fixed income investing, ranging from municipal and US taxable securities to international bonds and currencies. He leads a team of nine professionals managing client assets across a variety of strategies including liquidity, tax-advantaged, taxable, international and global.

Prior to joining Chilton Trust, Mr. Horan was a Managing Director at Morgan Stanley Smith Barney and served as MSSB’s Chief Investment Officer of Fixed Income Investment Advisers, a division of MSSB, providing customized portfolio management to ultra-high net worth private clients, charities, endowments, foundations, and family offices, primarily in North America, the Caribbean and Latin America. Earlier, Mr. Horan led Morgan Stanley’s Private Wealth Management Fixed Income business in London serving European, Middle Eastern and Swiss private bank clients. Mr. Horan also served on the Morgan Stanley Global Asset Allocation Committee.

Before joining Morgan Stanley, Mr. Horan was Director of International Fixed Income at Lord Abbett & Co. He also held senior management positions in fixed income and foreign exchange portfolio management at Credit Suisse, Aubrey G. Lanston & Company, Inc. and Bankers Trust. At Bankers Trust, he helped pioneer the fixed income risk management frameworks. Mr. Horan began his career at the Federal Reserve. During the Volcker years, he was an Economist in the Sovereign Debt Unit at the New York Fed, working on the debt restructuring of Brazil, Mexico and Argentina. Following the Plaza Accord, he also served as a foreign exchange trader for the Federal Reserve Bank of New York.

Mr. Horan earned an AB with honors in Economics and History from the University of Pennsylvania, Wharton-Sloan Program. He was an Andrew Mutch Scholar in Economics and Politics at the University of Edinburgh and holds a post graduate law degree from the University of Cambridge, where he was a Thouron Scholar.

Jennifer L. Foster

Executive Vice President, Co Chief Investment Officer & Portfolio Manager – Equities

Jennifer L. Foster is Co-Chief Investment Officer – Equities at Chilton Trust. Jennifer joined Chilton Investment Company 24 years ago as an equity analyst and later became Director of Research and then Portfolio Manager. During her tenure at Chilton, Jennifer has served on the Risk Committee, the Executive Committee and the Board of Directors. Before Chilton, she worked at GE Capital as part of GE’s Financial Management Training program. Jennifer graduated summa cum laude with a B.A. in English from Boston College and earned an M.B.A. with distinction from Harvard Business School. She currently serves as the Chair of the Board of Trustees at St. Luke’s School in New Canaan, CT, and as a trustee for the Mather Homestead Foundation in Darien, CT. Jennifer is married and has three children.

Louisa M. Ives

Managing Director & Head of Manager Research

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 Project Y Theatre Company, and on the Investment Committee of Vinalhaven, ME Land Trust.

Nick Frelinghuysen

Managing Director

Nick Frelinghuysen is a Managing Director, Portfolio Manager – Equities. Nick is responsible for investments on clients’ equity portfolios, with more than 29 years of experience in equity research and portfolio management. Most recently, he was a partner at the boutique investment firm, Eagle Ridge Investment Management, LLC where he served as a portfolio manager and Co-Head of Research for an organization with $950m in assets focused on high net worth individuals and institutions. Prior to his role at Eagle Ridge, Nick worked at Oppenheimer Capital (Allianz Global Partners) as Co-Portfolio Manager on a $2B Mid Cap value mutual fund and served as Co-head of Mid-Cap and All-Cap investments for the $25B firm. He began his career on the sell side at Donaldson, Lufkin & Jenrette.

Nick attended Princeton University as an undergraduate and holds an MBA from The Wharton School at the University of Pennsylvania.

Debra Crovicz

Managing Director

Debra Crovicz is a municipal bonds specialist with over 25 years of fixed income investment management experience. Prior to joining Chilton Trust, Ms. Crovicz worked closely with Mr. Horan at Morgan Stanley Smith Barney where she was an Executive Director and Senior Portfolio Manager, overseeing the investment management of $3 billion in municipal assets. Prior to Morgan Stanley, Ms. Crovicz spent ten years at Brown Brothers Harriman & Co. as a Portfolio Manager focused on managing portfolios for ultra-high net worth and institutional accounts. Earlier in her career, she worked in fixed income at Republic National Bank of New York, Citibank Global Asset Management and U. S. Trust Co. of New York. Ms. Crovicz graduated from George Washington University with a B.B.A in International Marketing.

Stephen Stowe, CFA

Senior Vice President & Head of Credit Research

Stephen Stowe oversees credit research at Chilton Trust Company, responsible for establishing the firm’s credit policies and managing the fundamental research framework. He has experience in both corporate and municipal debt markets, with exposure to both the investment grade and high yield asset classes. Prior to joining Chilton, Mr. Stowe was employed at Samson Capital Advisors and Eaton Vance Management. He started his career in 2001 with Moody’s Investors Service and is a Chartered Financial Analyst (CFA) Charterholder. He received a Master’s of Public Policy from the Ford School at the University of Michigan, and a B.A. in English and History from The University of New Hampshire.

Francis McKenna

Vice President

Mr. McKenna is a Vice President and Portfolio Manager on the Chilton Fixed Income team. He has over 15 years of experience in fixed income markets, with expertise across multiple fixed income asset classes.  Mr. McKenna has been with Chilton Investment Services for over 8 years, making investment decisions and running their fixed income trading. His focus has included, but is not limited to, international and U.S. investment grade and high yield bonds, municipals, sovereign inflation linked securities, preferred stocks and emerging markets.  Prior to joining Chilton Investment Services, Mr. McKenna was a Vice President on the Morgan Stanley and Merrill Lynch Global Wealth desks.  He started his career as a municipal broker at Chapdelaine & Company.  Mr. McKenna graduated from Bucknell University with a bachelor degree in business management.

Laura Ridolfi

Vice President

Ms. Ridolfi is a Vice President and Associate Portfolio Manager- Fixed Income focused on U.S. taxable securities, municipal bonds, international sovereign bonds and foreign currencies for the Fixed Income Team.  Ms. Ridolfi joined Chilton from Barclays, where she spent three years as an Analyst working in Structured Credit Portfolio Management, Fixed Income Rates Trading, and Product Control.  Ms. Ridolfi is a graduate of Syracuse University with a B.S. in Finance & Real Estate.

John R. Wamser, CFA

Vice President

John R. Wamser is a Vice President on the Manager Research Team. He most recently was an accountant for the Family Office Services Group for Chilton Trust. Prior to joining Chilton Trust, Mr. Wamser was a Senior Project Analyst at Norwalk Hospital Physicians & Surgeons. John graduated from the University of Connecticut with a B.S. in Health Care Management and later returned to earn a Master’s in Business Administration with a concentration in Finance and Management. Mr. Wamser holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society New York.

G. David Phelps Hamar

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

With over 25 years of wealth advisory experience, Mr. Hamar has extensive experience in all aspects of 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.

Sara B. Bernard

Senior Vice President & Head of Client Advisory

Sara Bernard is Head of Client Advisory, responsible for advising high net worth families, individuals, foundations and family offices. Prior to joining Chilton Trust, Ms. Bernard worked in strategy and sales at Trunk Club, a consumer retail start-up company, and at Jefferies & Company as an Equity Research Associate. Ms. Bernard began her career working in the Research department at Chilton Investment Company as an Equity Research Analyst. She received her B.A. in English Language and Literature from the University of Virginia. Ms. Bernard has also completed trust and estate courses at the Cannon Financial Institute. She serves on the Chicago Botanic Garden Guild board, and volunteers with her children’s schools.

Eriko Hashimoto

Senior Vice President

Eriko Hashimoto is a Senior Vice President at Chilton Trust. Prior to joining Chilton Trust, Ms. Hashimoto served as a Client Advisor at Bessemer Trust where she was responsible for advising high net worth families, individuals, foundations and family offices on all aspects of wealth management including investments, trusts, taxes, estate planning and philanthropy. Ms. Hashimoto received her B.A in International Studies from Middlebury College, and a Masters of Business Administration in Finance and Global Business from New York University, Leonard N. Stern School of Business, The Langone Program. She is a Certified Trust and Financial Advisor. She serves on the board of the Educational Video Center.

Larry McKay, CFA

Senior Vice President & Head of Portfolio Construction

Larry is a Senior Vice President – Head of Portfolio Construction. Larry was, most recently, a Co-Founder of Empactful LLC which is an SEC Registered Investment Advisor cultivating unique investment opportunities for High Net Worth clients.  Empactful also offers a robo-advisor platform focused on impact investing. Prior to that, he spent over 10 years with Bank of America/US Trust as a Senior Investment Strategist within the Chief Investment Office, serving in multiple capacities.  He co-managed several strategies including a $1.4B international focused equity portfolio.  He was also responsible for constructing the capital market assumptions and asset allocation leveraged across approximately $200B of U.S. Trust’s client assets in addition to working with clients on more customized solutions.  He was part of the thought leadership team and authored several client-facing white papers.  Before joining Bank of America/U.S. Trust, Larry began his career as a Senior Consultant with Capgemini Ernst & Young.

Larry earned his MBA from the Sloan School of Business at the Massachusetts Institute of Technology and holds a B.S. from Virginia Tech.  He has also received the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.

Gina M. Nelson

Senior Vice President & Head of Fiduciary Services

Gina M. Nelson is a Senior Vice President – Head of Fiduciary Services with over 15 years of experience in various trust and estate roles.  Prior to joining Chilton Trust, Ms. Nelson served as Executive Director/Global Head of Trusts and Estates Risk at J.P. Morgan where she was responsible for Risk Management of all of J.P. Morgan’s trust companies, which include the U.S., Delaware, Bahamas, and other international entities.  Prior to J.P. Morgan, Ms. Nelson accumulated over 10 years of trust company experience, serving as a resource on complex fiduciary matters, reviewing and approving new business, and developing and enhancing fiduciary processes and procedures.  She has spoken on panels at several key industry events, including the Delaware Trust Conference and the Mourant Ozannes International Trust and Private Client Conference.  Ms. Nelson began her career practicing law and opened her own practice where her focus was estate planning and trust and estate administration.  Ms. Nelson received her B.A. in French and European Studies from Vanderbilt University and her J.D. from the University of Minnesota School of Law.  Ms. Nelson also devotes her time to organizations focused on ocean conservation.

Brooks Carey

Senior Advisor

Mr. Carey has had over 25 years of experience working with high net worth individuals and families throughout the US. Prior to joining Chilton Trust, Mr. Carey spent over 20 years in London with Kidder, Peabody, Donaldson Lufkin & Jenrette and opened Alex Brown’s London office. While in the UK he advised UK, Swiss, French and Middle Eastern clients on their investments in the US. Since returning to the US, Mr. Carey has worked in wealth management and investment advisory at T. Rowe Price, Bessemer Trust, and U.S. Trust, where he was responsible for engaging and working with many of the firm’s most substantial clients. Mr. Carey graduated from the University of North Carolina, where he received a BA in International Studies. He received his MBA in International Finance from the Columbia University Graduate School of Business. Mr. Carey has served on the Board of Visitors and the Advisory Board of The Institute for the Arts and Humanities at the University of North Carolina. He also served on the Board and Executive Committee of Opera Carolina, as well as on the Founding Board of The First Tee of Charlotte. Currently, Brooks serves on the Mid-Am Committee of the United States Golf Association.

Mary M. Morse

Senior Advisor

Mary M. Morse joined Chilton Trust in 2010 as an experienced business development and client relations professional. Previously, Ms. Morse was a Vice President at Barclays Wealth responsible for Business Development and Client Relationships. Prior to Barclays, Ms. Morse was a Vice President at Lehman Brothers and was responsible for business and client development in Florida for Lehman Brothers Private Investment Management and Lehman Brothers Trust Company. She also served on the Healthcare Advisory Committee to the Lehman Brothers Foundation. Before Lehman Brothers, Ms. Morse was a Vice President at U.S. Trust Company of Florida and Director of Marketing for ten years. She began her career at The National Gallery of Art in Washington, D.C., in the public relations department. Ms. Morse also worked at the Knoedler Gallery, as well as Sotheby’s and Christies in New York City, as Director of Museum Liaison and Special Events. She is Vice Chairman of the Board of Trustees at The Society of the Four Arts in Palm Beach, Vice Chairman and founding member of the Leadership Council of Psychiatry at Massachusetts General Hospital and a former Trustee and now Fellow of The National Tropical Botanical Gardens in Hawaii.

Mark Ryan, CFP®

Senior Vice President

Mark Ryan has over 20 years of experience working with high net worth individuals and families.  Prior to joining Chilton Trust, Mr. Ryan worked at Cary Street Partners, where he opened and managed the firm’s Charlotte office and co-managed its multi-family office practice.  He has also worked at US Trust and Deutsche Bank in roles where he was responsible for serving families of substantial size and complexity.  Mr. Ryan graduated from King College and St. John’s College, Cambridge University.  He has served on the Board of Trustees at King College and chaired its Investment Committee.  Currently, he serves on the US Growth and Development Board for St. John’s College, Cambridge.  He also serves on the board for The Learning Collaborative, which provides tuition-free, high quality preschool education to children of at-risk families.

Tom Trenchard

Senior Vice President

Tom brings over 10 years of experience in the wealth advisory business, focusing on developing relationships with ultra-high net worth individuals and families, foundations and endowments and other institutional clients.  He focuses his efforts in Connecticut, New York and Florida.

Prior to joining Chilton Trust, Tom was a Vice President and Financial Advisor for Evercore Wealth Management in New York. Prior to his experience at Evercore, Tom was a Private Client Advisor at U.S. Trust, where he led a team of professionals that provided Investment Management, Trust, Fiduciary and Wealth Transfer solutions to wealthy families across the United States.

Earlier in his career, Tom was an Institutional Sales Director working with global corporate investment bankers developing and enhancing relationships by providing asset management, institutional custody and securities lending platforms to the bank’s clients.

Tom holds a Bachelor of Science degree from Jacksonville University, Jacksonville, FL.

Stephanie L. Baudo

Vice President

Prior to joining Chilton Trust, Ms. Baudo served as Estate Administrator/Fiduciary officer at Bessemer Trust where she was responsible for handling complex estate administration and trust administration for the Florida region. Ms. Baudo began her career as a Certified Legal Assistant at Erik Edward Joh, P.A., a trust and estate law firm practice. Ms. Baudo has spent over fifteen years specializing in the administration of sophisticated estates and trusts. Ms. Baudo received her B.A. in finance and management from Florida Atlantic University.

Erin Markham

Vice President

Erin Markham is a Vice President and Senior Trust Officer with over 15 years’ experience in the trust and estate planning industry.  Ms. Markham is responsible for advising fiduciary clients on creative trust and estate planning techniques, income tax planning and generational wealth succession planning. Prior to joining Chilton Trust in 2017, Ms. Markham served as Vice President and Senior Trust Advisor for Comerica Bank & Trust, N.A.. Prior to Comerica, Ms. Markham held similar fiduciary roles with Wilmington Trust Company and Wells Fargo.  Ms. Markham received her B.A. in Finance from Wilmington University, attended Cannon Financial Trust School and completed Advanced Estate Planning courses through the American College of Financial Services.

Ms. Markham received her Certified Trust and Fiduciary Advisor (CTFA™) from the Institute of Certified Bankers and her Accredited Estate Planner (AEP®) from the National Association of Estate Planners & Councils.  She is a Member of the American Bankers Association and the Estate Planning Council of Delaware.

Ms. Markham currently serves as a Mentor for the University of Delaware, Lerner College of Business & Economics, Trust Management Minor Program. In her capacity, she provides independent professional mentorship, career development guidance and educational opportunities for current undergraduate or graduate students. She previously served on the Advisory Board for Best Buddies of Delaware, the local chapter of an international non-profit organization dedicated to building one-to-one friendships, leadership development and integrated job opportunities for people with intellectual and developmental disabilities, from 2015 – 2018 and served as Chairperson of the Best Buddies Annual Friendship Walk from 2016 – 2018.

Lindsey Palma

Vice President

Lindsey Palma is a Vice President in Client Advisory.  Prior to joining Chilton Trust, Ms. Palma worked in private wealth management at Barclays, advising high net worth clients and institutions.  Ms. Palma began her career working  at Brown Brothers Harriman as a Client Account Manager. She received her B.A. in Finance from Lehigh University.

Nicholas K. Rafferty

Vice President

Nicholas K. Rafferty is a Vice President in Client Advisory at Chilton Trust. Before his role in Client Advisory, Mr. Rafferty worked for the Fixed Income Team at Chilton Trust investing in U.S. taxable securities, municipal bonds, international sovereign bonds and foreign currencies. Prior to joining Chilton Trust, Mr. Rafferty worked at Morgan Stanley gaining extensive experience trading fixed income securities and currencies for customized, separately managed discretionary portfolios. Before joining Morgan Stanley, Mr. Rafferty worked at Butler Capital Corporation assisting in asset allocation and portfolio management for high net worth families, individuals, and foundations. He began his career as an equity analyst with Capital Counsel in New York. Mr. Rafferty received his B.A. in History from Trinity College. Mr. Rafferty serves on the board of the Boys & Girls Clubs of Palm Beach County Foundation.

Noah Wimmer

Vice President

Mr. Wimmer has over fifteen years of experience working with institutions, family offices, high net worth individuals and families throughout the US. Prior to joining Chilton Trust, Mr. Wimmer worked at American Century Investments working with clients on their investment portfolios, across varied asset classes. Before joining American Century, Mr. Wimmer worked on strategic growth oriented initiatives for PIMCO Investments. He started his career as a futures sales trader at Bear Stearns and Fimat, a business of Société Générale. Mr. Wimmer received a B.A. in History from Trinity College in Connecticut, where he was a member of the four-time national championship squash team.

Bayard Kuensell, CFA

Vice President

Bayard Kuensell is a Vice President  in Client Advisory. Prior to joining Chilton Trust, Mr. Kuensell gained experience in the alternative investment sector through his summer position at Protocol Capital Management. Mr. Kuensell graduated from Dartmouth College where he received a BA in Economics. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society New York.

Connie Rhodes

Associate

Prior to joining Chilton Trust, Ms. Rhodes gained experience at Kirkland & Ellis, LLC as a Corporate Case Assistant Intern. She received her BA in Political Science, Entrepreneurship, and Art History from the University of North Carolina at Chapel Hill and also completed a variety of business courses at UNC’s Kenan-Flagler Business School.

Parks Robinson

Analyst

Prior to joining Chilton Trust, Mr. Robinson gained experience at AmWins Group, Inc. as a Finance Intern. He received his BA in Linguistics while completing the Philosophy, Politics, and Economics program at the University of North Carolina at Chapel Hill. He is also a graduate of the Business Bridge Program at the Tuck School of Business at Dartmouth.

Christopher Zinn

Analyst

Before joining Chilton Trust, Mr. Zinn gained experience as a Financial Associate at Ober Fine Art, LLC. Prior to Ober Fine Art, Mr. Zinn worked in the non-profit sector by serving as an Assistant Director of Development for the First Tee. Mr. Zinn began his career by completing an Internship at The Breakers Palm Beach. He graduated from Elon University where he received his B.A. in Entrepreneurship.

Skye Payette, CPA

Senior Vice President & Controller

Skye Payette, CPA is Senior Vice President and Controller in the Family Office Services Group for Chilton Trust. Prior to joining, Ms. Payette was a Controller at Buffington Capital Holdings, a real estate investment firm located in Austin, Texas. Previously, she was a Corporate Accounting Associate at SAC Capital Advisors in Stamford, CT. Ms. Payette received her B.S from the University of Rhode Island in Accounting and is a Certified Public Accountant.

Michaela N. Memeger

Vice President & Assistant Controller

Michaela Memeger is a Vice President and Assistant Controller in the Family Office Services Group for Chilton Trust. Most recently, Ms. Memeger worked as a Special Assistant to the Chairman of QFS Asset Management.  Prior to her role at QFS, Ms. Memeger held accounting and finance positions at D.E. Shaw & Co., Pioneer Square Advisors and Quellos Financial Advisors. Ms. Memeger earned a BA in Business Administration from the University of Washington and is a Certified Trust and Financial Advisor.

Jessibel Monegro

Accountant

Jessibel Monegro is an Accountant in the Family Office Services Group for Chilton Trust. Prior to joining Chilton Trust, Ms. Monegro worked as a paralegal for 10 years before working in the Accounting Department at Belpointe Capital in Norwalk, CT and Wells Fargo Bank. Ms. Monegro received a B.A. in Political Science, coupled with a minor in Women Studies, from the University of Connecticut and has an Associate degree in Legal Studies and Criminal Justice from Norwalk Community College.

Peter Pinque

Senior Accountant

Peter Pinque is a Senior Accountant in the Family Office Services Group for Chilton Trust. Prior to joining Chilton Trust, Mr. Pinque served as the Finance and Accounting Coordinator Intern at Catalyst, Inc. in Rochester, NY, and as an Accounts Payable Intern with SeaCube Containers LLC, in Woodcliff Lake, NJ. Mr. Pinque graduated from St. John Fisher College in Rochester, NY as a member of the Honors Program, and received his B.S. in Finance, coupled with a minor in Accounting.

Blaire Meck

Managing Director, Director of Human Resources

Blaire Meck was the Assistant Director of Human Resources at Chilton Trust from 2007-2009 and rejoined in 2014 as the Head of Human Resources. Prior to joining Chilton Trust, Ms. Meck gained experience in Human Resources roles at Aircastle Advisor LLC, Soros Fund Management LLC, and the compensation consulting firm McLagan Partners. Ms. Meck began her career in financial services with Smith Barney Capital Management after graduating from Bucknell University with a BS in Business Administration.

Peter Kim

Managing Director, General Counsel & Chief Compliance Officer

Peter Kim, JD serves as Managing Director, General Counsel and Chief Compliance Officer for Chilton Trust and is also a member of the Compliance Committee and Risk Committee. Prior to joining Chilton Trust, Mr. Kim worked as a corporate attorney at the law firm of Davis Polk & Wardwell, specializing in private fund formation and leveraged finance. Mr. Kim graduated from the University of Pennsylvania with a BSE in Systems Science Engineering, with minors in Mathematics and Chemical Engineering. Mr. Kim graduated from Columbia Law School, where he was named a James Kent scholar. Prior to law school, Mr. Kim served in the United States Army as a Captain in the military intelligence and infantry branches, where he provided chief tactical support to various infantry schools, including U.S. Army Sniper School. Mr. Kim successfully earned the U.S. Army Ranger, Pathfinder and Airborne qualifications during his time in service.

Matthew Frost

Vice President, Manager

Matt joined Chilton in November 2015 and previously worked as a Operations Manager and Trader at BulwarkBay Investment Group LLC, a distressed debt hedge fund located in Boston, MA. Prior to BulwarkBay, Matt held positions at State Street Corp and RBS Greenwich Capital Markets.  Matt earned a BS in Finance from Sacred Heart University.

Abby Mead

Senior Vice President

Abby Mead is a Senior Vice President at Chilton Trust. Abby provides her clients with customized and integrated wealth management strategies to help them achieve their financial goals. Abby has expertise advising clients with pre-transactional planning, concentrated position management, wealth transfer strategies and ensuring philanthropic goals have maximum impact. Previously, Abby was an Executive Director at J.P. Morgan Private Bank, where she led a team that delivered financial solutions to high net worth families and nonprofit organizations. In 2019, Abby was recognized a Women’s Bond Club Rising Star award winner; an honor given to women on Wall Street that are emerging leaders in the financial services industry.

Abby began her career as a college lacrosse coach at Kenyon College and College of the Holy Cross. Abby received her MBA from Kenan-Flagler Business School at the University of North Carolina (UNC) and her BA in Political Science and Economics from Davidson College. During her time at UNC, Abby served as Vice President of the Finance Club and the Carolina Women in Business club. While at Davidson, Abby was a member of the Varsity Lacrosse team and a Wildcat Award Winner for her commitment and dedication to the program.

Abby resides in New York City with her husband Nick, and enjoys traveling, reading and spending time with friends.

Kevin A. Wells, CPA/PFS

Senior Vice President & Head of Tax Services

Kevin joined Chilton Trust in November 2020 as Senior Vice President, Head of Tax Services. Prior to joining Chilton, Kevin was a client manager at Sapere Wealth Management in Charlottesville, VA where he advised clients on all areas of their financial matters, including taxation. Before Sapere, Kevin was the manager of the tax group at Silvercrest Asset Management Group, where he handled tax compliance and planning for individuals, trusts, partnerships and foundations. Kevin joined Silvercrest after earning his MBA from NYU Stern School of Business where he focused on investment management and business law. Prior to attending business school, Kevin was an auditor with Deloitte & Touche in their financial services group, auditing public & private investment vehicles in New York City. Kevin earned his B.S. in Accounting from Virginia Tech in Blacksburg, VA. Kevin is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).

Jenifer Parker

Managing Director and Chief Financial Officer

Jenifer Parker is a Managing Director and Chief Financial Officer of Chilton Trust with over 20 years of financial, accounting and compliance experience. Prior to joining Chilton in 2017, Ms. Parker served as Chief Financial Officer of Portfolio Advisors, LLC, Highcroft Racing Inc. and Benedetto, Gartland & Company. During her tenure at Benedetto, Gartland & Company, Ms. Parker also obtained FINRA Series 27, 24, 7 and 63 licenses and served as the firm’s Financial Operations Principal and Chief Compliance Officer. Ms. Parker earned a M.B.A. in Corporate Accounting & Finance from the William E. Simon School of Business, University of Rochester and B.A.s in Mathematics & Economics from Miami University of Ohio.

Thomas L. Walsh, Jr., CFA

Senior Vice President

Mr. Walsh joins Chilton Trust with nearly 20 years of experience working with ultra-high net worth individuals and families to deliver thoughtful and integrated solutions meeting the complex and sophisticated financial needs of his clients.  Thomas has expertise helping clients navigate the wealth transfer and estate planning landscape, next generation and family education, tax planning, as well as ensuring each client’s philanthropic legacy has maximum impact.  A CFA Charterholder and honors graduate of Cannon Trust School, Thomas brings a deep commitment to the highest standards of ethics, education, and professional excellence.

Prior to joining Chilton Trust, Thomas served as a Principal and Senior Client Advisor at Bessemer Trust where he led a team that advised and implemented strategies for clients in the areas of investment management, estate planning/wealth transfer, tax planning, and philanthropy.  He was a senior member of the firm’s Officer Committee and Florida Trust Committee.  Thomas began his career with an investment focus as a Portfolio Analyst with a Sarasota based RIA and later as a Portfolio Manager with Northern Trust.

Thomas received his MS Finance from the Kelley School of Business at Indiana University and BS Finance from the Lutgurt College of Business at Florida Gulf Coast University, where he graduated Magna Cum Laude.  Additionally, he has earned the CFA Charterholder designation and is an honors graduate from the Cannon Trust School. He is a member of the CFA Institute and CFA Society of Naples, where he served as a past board member.

Thomas enjoys teaching and mentoring and has served as an adjunct professor of Finance at Florida Gulf Coast University and remains actively involved with the college of business as a mentor and guest speaker. Thomas resides in Naples, Florida with his wife and three children.

Andrew Burr

Executive Vice President & Head of Trading

Andrew Burr is an Executive Vice President and Head of Trading at Chilton. Mr. Burr has worked at Chilton for over 20 years, and has led the Trading team since 2007.  He has served on Chilton’s Compliance Committee, Operations Committee and Risk Committee over his time at the firm.

Mr. Burr graduated from St. Lawrence University in 1997 with a degree in Economics. He is a Co-President of the Walsh Park Benevolent Corporation, chairs the Property Committee for the Fishers Island Development Corporation, VP of the Fishers Island Sportsman Club and has served on the Mission and Social Actions Committee at The Congregational Church of New Canaan.

Joseph Eggleton

Director of Operations

Joe Eggleton is Director of Operations at Chilton and a member of Chilton’s Operating Committee, Compliance Committee and Risk Committee. Mr. Eggleton has worked at Chilton for over 20 years and has led various back and middle office departments to develop and maintain Chilton’s institutional-quality infrastructure. Previously, Mr. Eggleton managed the Fixed Income and Derivatives group at Paloma Partners Management Company after graduating from the University of Connecticut in 1997 with a degree in Finance.