Chilton Trust Employee Directory

Financial ServicesNew York, United States51-200 Employees

Based in New York, Chilton Trust is a boutique wealth management firm focused on preserving and enhancing intergenerational wealth for select families and institutions. It builds on an established investment culture and a track record of performance standards associated with its parent, Chilton Investment Company. The firm provides a customizable suite of services, including internal equity and fixed-income management, access to external traditional and alternative managers, standalone trust capabilities, consolidated wealth reporting, and comprehensive family office and transactional planning services. 

The firm emphasizes relationship management grounded in integrity, confidentiality and high-quality service, offering tailored solutions to evolving client needs and complexities. It serves select families and institutions seeking integrated wealth and trust capabilities, emphasizing consolidated reporting and planning. In 2025, Jennifer Lee was appointed President and Chief Executive Officer, with her role effective October 6.

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