Prior to joining Chilton Trust, Mr. Robinson gained experience at AmWins Group, Inc. as a Finance Intern.
She is a Certified Trust and Financial Advisor. 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 UNCs Kenan-Flagler Business School. All rights reserved.
Robert earned his bachelors degree in business management from Auburn University, and earned his CFP designation in 1998. from the University of Minnesota School of Law.
How has the threat of climate change affected your organizations approach to real estate investments?
Ms. Ridolfi is a Vice President and Portfolio Manager- Fixed Income focused on U.S. taxable securities, municipal bonds, international sovereign bonds and foreign currencies for the Fixed Income Team.
Yes, You Can Be a Tech Innovator at Morgan Stanley. in Political Science from Yale University, and has also completed trust and estate courses at the Cannon Financial Institute. A Certified Financial Planner (CFP) professional, Robert has consistently built trusted relationships with clients over the course of his career while serving in various leadership roles in consumer banking, commercial banking, and wealth management, most recently as Managing Director of Lakeview Capital Partners and Head of Lakeview Private Wealth.
Prior to joining Chilton, he was a Managing Director, Portfolio Manager and co-chairman of Family Office Services at Silvercrest Asset Management Group LLC.
By using the website and its offers and continuing to navigate, you accept these cookies.
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. The team invests in the best alpha-generating strategies and managers, without regard to asset class, to produce an innovative, market neutral, low volatility alpha portfolio.
If you have any problems with your access or would like to request an individual access account please contact our customer service team. Mr. Chilton is vice chairman of the Metropolitan Museum of Art, trustee emeritus of the Robin Hood Foundation, chairman emeritus of Greenwich Academy and a trustee of Classic American Homes Preservation Trust.
Peter Pinque is a Senior Accountant in the Family Office Services Group for Chilton Trust.
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. At Morgan Stanley, giving back is a core valuea central part of our culture globally.
Mr. Hamar is admitted to the Virginia State Bar and is a CPA.
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. Ms. Meck began her career in financial services with Smith Barney Capital Management after graduating from Bucknell University with a BS in Business Administration. Mr. Wamser holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society New York.
It is mandatory to procure user consent prior to running these cookies on your website.
Lickle is Vice Chairman of Chilton Trust Company with over 40 years of experience in the fiduciary wealth management field. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
At Bankers Trust, he helped pioneer the fixed income risk management frameworks.
Previously, he worked as Business Development Director at Fleming Asset Management and prior to that, as Finance Director at Fleming Pooled Pensions.
Jonathan lives with his wife and two children in Short Hills, NJ, where he currently serves as Executive Director of the Millburn-Short Hills Lacrosse Club, Inc. Jonathan is a member of the estate planning councils of New York City, Greater New Jersey and Bergen County, the latter where he is a Past-President. 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. He started his career in 2001 with Moodys Investors Service and is aChartered Financial Analyst (CFA) Charterholder. Earlier, Mr. Horan led Morgan Stanleys Private Wealth Management Fixed Income business in London serving European, Middle Eastern and Swiss private bank clients.
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 Banks Fiduciary Investor Group, and Investment Team Lead for High Net Worth and Fiduciary.
Dubai International Financial Centre (DIFC) is one of the worlds most advanced financial centres, and the leading financial hub for the Middle East, Africa and South Asia (MEASA), which comprises 72 countries with an approximate population of 3 billion and a nominal GDP of US$ 7.7 trillion.
You've accepted analytics cookies.
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.
He was part of the thought leadership team and authored several client-facing white papers. Sign up to our mailing list and we will keep you informed on the items that matter to you most. Stephen Stowe oversees credit research at Chilton Trust Company, responsible for establishing the firms credit policies and managing the fundamental research framework. Jonathan earned his A.B. Across all our businesses, we offer keen insight on today's most critical issues. New York, NY 10017-4036, Chicago Office 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. A native of Augusta, GA, Robert enjoys golf, fishing, pickleball, and spending time with family and friends.
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 childrens schools.
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.
We value our commitment to diverse perspectives and a culture of inclusion across the firm. 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.
Lindsey Palma is a Senior Vice President in Client Advisory. 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. He has served on the Board of Trustees at King College and chaired its Investment Committee.
He has over 15 years of experience in fixed income markets, with expertise across multiple fixed income asset classes. Lance Kravitz, CPA is the Tax Manager in the firms Tax Services Group.
130 E. Randolph St.
With over 20 years of experience, Jonathan advises individuals, families, foundations and nonprofit institutions across a range of financial disciplines, including investment management, trust and estate planning, credit strategies, financial planning, philanthropic planning, fiduciary appointments, life insurance and art/collectibles management.
Ms. Harrison began her career at Chilton Trust, spending five years on the client advisory team before pursuing her M.B.A. at the University of Virginia Darden School of Business. 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. Unit 701 & 702,Level 7, Gate Precinct Building 3, Dubai International Financial Centre, Dubai, 506501, United Arab Emirates, Morgan Stanley Investment Management Limited, Morgan Stanley Investment Management Limited (DIFC Representative Office), DNFBP:
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. Morgans trust companies, which include the U.S., Delaware, Bahamas, and other international entities.
He has also worked at US Trust and Deutsche Bank in roles where he was responsible for serving families of substantial size and complexity. Following the Plaza Accord, he also served as a foreign exchange trader for the Federal Reserve Bank of New York.
Mr. Zinn began his career by completing an Internship at The Breakers Palm Beach.
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.
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.
Prior to joining Chilton Trust, Mr. Carey spent over 20 years in London with Kidder, Peabody, Donaldson Lufkin & Jenrette and opened Alex Browns London office.
to a diverse range of art galleries and some of the citys best restaurants.
Skye Payette, CPA is Senior Vice President and Controller in the Family Office Services Group for Chilton Trust. Choose your news we will deliver. During her tenure at Benedetto, Gartland & Company, Ms. Parker also obtained FINRA Series 27, 24, 7 and 63 licenses and served as the firms Financial Operations Principal and Chief Compliance Officer. If you already have an account please use the link below to sign in.
Richard Lockwood Chilton, Jr. is the founder, Chairman and CEO of Chilton Investment Company. 685 Third Avenue
Prior to joining Chilton Trust, Jonathan was a Managing Director and wealth advisor at Truist Wealth and previously at U.S. Trust. Prior to joining Chilton Trust, Ms. Palma worked in private wealth management at Barclays, advising high net worth clients and institutions.
Shaw & Co., Pioneer Square Advisors and Quellos Financial Advisors.
Christina earned her undergraduate degree in Psychology from Montclair State University and her MBA from Northeastern University. He started his career as a municipal broker at Chapdelaine & Company. Mr. Lockwood was director of institutional business development at ABN AMRO Asset Management, London, and joined Morgan Stanley in July. Mr. Hamar began his career with Price Waterhouse and Dewey Ballantine.
Debra Crovicz is a municipal bonds specialist with over 25 years of fixed income investment management experience.
Tenth Floor Mr. Carey graduated from the University of North Carolina, where he received a BA in International Studies.
We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. in English with Honors in Creative Writing and a Minor in Art History from the University of North Carolina at Chapel Hill where he attended as a Morehead Scholar.
Currently, Brooks serves on the Mid-Am Committee of the United States Golf Association as well as the Executive Committee of the Opera Carolina Endowment. 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. "We believe the MSIM LDI Alpha Plus Funds offer a solution to this problem by combining a swaps programme, which neutralizes interest rate and inflation risk, with the uncorrelated returns from an alpha engine purpose-built for institutions.".
The firm's investment management division, with over 400 investment professionals around the world, manages assets in excess of $440 billion and offers asset management services to a diverse client base which includes: governments, institutions, corporations, and individuals. Prior to joining Chilton Trust, Mr. Flanagan gained experience at GoldenTree Asset Management as an Intern on their Investment Team.
He is also member of The Cleveland Clinic Heart Center Leadership Council in Cleveland (OH) and Weston (FL).
Nick Frelinghuysen is a Managing Director, Portfolio Manager Equities. 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. He was a senior member of the firms Officer Committee and Florida Trust Committee.
He received his MBA in International Finance from the Columbia University Graduate School of Business. 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.
in Finance, coupled with a minor in Accounting. in English Language and Literature from the University of Virginia. 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.
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.
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. 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. We will keep you informed on the items that matter to you most.
He started his career as a futures sales trader at Bear Stearns and Fimat, a business of Socit Gnrale. While at Abbot Downing, Robert also served as a national wealth management partner to Wells Fargos corporate and investment banking business, where he helped business owners navigate the transition from the sale of a closely-held business to the establishment of a successful family enterprise. At Morgan Stanley, youll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Experts.
We also use third-party cookies that help us analyze and understand how you use this website. 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 banks clients.
We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
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.
Thomas resides in Naples, Florida with his wife and three children.
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. in English Literature and earned an M.B.A from Harvard Business School.
Jack Flanagan is an Analyst on the Client Advisory team at Chilton Trust. He leads a team of nine professionals managing client assets across a variety of strategies including liquidity, tax-advantaged, taxable, international and global. During her time at UNC, Abby served as Vice President of the Finance Club and the Carolina Women in Business club. Can Sustainable Labeling of Financial Products Prevent Greenwashing? Mr. Lickle graduated from The Choate School, received his B.A. 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. She received her B.A.
Andrew Burr is an Executive Vice President and Head of Trading at Chilton. Mr. McKenna is a Vice President and Portfolio Manager on the Chilton Fixed Income team.
Prior to joining the firm, he worked at ABN Amro as Director of Institutional Business Development. "Our initial feedback from clients and consultants has been very positive, and the funds will play a key role in our strategy to offer UK institutional investors innovative and market-leading products.".
Mr. Lickle previously held positions as a member of the Executive Committee, Treasurer, and Chairman of the Finance Committee.
Jennifer graduated summa cum laude with a B.A.
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 firms most substantial clients.
Mr. Pinque graduated from St. John Fisher College in Rochester, NY as a member of the Honors Program, and received his B.S.
She earned a B.A. Jennifer L. Foster is Co-Chief Investment Officer Equities at Chilton Trust.
Stay up to date with the latest news, announcements and insights from across the Centre by visiting our Newsroom. He is also a graduate of the Business Bridge Program at the Tuck School of Business at Dartmouth.
Protection against Rising Interest Rates. Prior to forming Chilton Investment Company, Mr. Chilton was a managing director at Allen Value Incorporated and a vice president and equity portfolio manager at Alliance Capital Management Corporation. While in the UK he advised UK, Swiss, French and Middle Eastern clients on their investments in the US.
You are currently accessing Investment Week via your Enterprise account.
Tom holds a Bachelor of Science degree from Jacksonville University, Jacksonville, FL. Richard Lockwood is Head of Northern European Distribution for Morgan Stanley Investment Management. He has served on Chiltons Compliance Committee, Operations Committee and Risk Committee over his time at the firm.
Previously, Ms. Morse was a Vice President at Barclays Wealth responsible for Business Development and Client Relationships. Mr. Burr has worked at Chilton for over 20 years, and has led the Trading team since 2007. Ms. Morse also worked at the Knoedler Gallery, as well as Sothebys and Christies in New York City, as Director of Museum Liaison and Special Events.
Read about our achievements last year, DIFC is one of the worlds top financial centres, and the leading financial hub for the Middle East, Africa and South Asia, Watch our expert-led business webinars today.
He is a member of the CFA Institute and CFA Society of Naples, where he served as a past board member. She was head of European client services for Henderson Global Investors, London, where she has not been directly replaced.
Mr. Hamars 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.
Larry earned his MBA from the Sloan School of Business at the Massachusetts Institute of Technology and holds a B.S.
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. Jessibel Monegro is an Accountant in the Family Office Services Group for Chilton Trust. Ms. Memeger earned a BA in Business Administration from the University of Washington and is a Certified Trust and Financial Advisor. 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.
We'd also like to use analytics cookies so we can understand how you use our services and to make improvements.
in French and European Studies from Vanderbilt University and her J.D. We use some essential cookies to make our services work. He has experience in both corporate and municipal debt markets, with exposure to both the investment grade and high yield asset classes. He received his BA in Linguistics while completing the Philosophy, Politics, and Economics program at the University of North Carolina at Chapel Hill. 2022Morgan Stanley. Richard Lockwood was appointed executive director and head of U.K. sales at Morgan Stanley Investment Management, London, after the group restructured its U.K. institutional sales team and merged it with the intermediary sales group.
Prior to joining Chilton Trust, Mr. Robinson gained experience at AmWins Group, Inc. as a Finance Intern.