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.