Before joining Chilton Trust, Mr. Zinn gained experience as a Financial Associate at Ober Fine Art, LLC. Since founding Chilton Investment Company with his Flagship Strategy in 1992, Mr. Chilton has built a broad organization and a team of investment professionals focused on long term capital growth. 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. Enterprise account. Before Chilton, she worked at GE Capital as part of GEs Financial Management Training program. Robert assisted in the formation of the Abbot Downing business in 2010 and served as Managing Director National Markets, where he supported 13 offices across the country. 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. Ms. Baudo has spent over fifteen years specializing in the administration of sophisticated estates and trusts. Robert was previously at Abbot Downing, a specialized boutique within Wells Fargo focused on serving individuals, families, and family offices with $50 million- $1billion+ in liquidity or net worth. from a carefully curated collection of retailers, 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. 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.

We believe our greatest asset is our people. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Mr. Horan began his career at the Federal Reserve. Ms. Ives graduated cum laude from St. Lawrence University with a B.A. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. Main Office New York, NY 10017-4036, Chicago Office 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. 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. Gina M. Nelson is a Senior Vice President Head of Fiduciary Services with over 15 years of experience in various trust and estate roles. 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. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. Lance earned his B.S. Prior to joining Chilton Trust, Mr. Kuensell gained experience in the alternative investment sector through his summer position at Protocol Capital Management. Forensic Risk Alliance Chooses DIFC for Middle East Head Office to Grow Forensics and Advisory Market, DIFC Sculpture Park - Harmony of different voices: a celebration of UAEs 50th year anniversary. "Perhaps the most pressing issue facing pension schemes today is how to invest in a way that gives a due level of assurance that liabilities will be met, while also allowing the opportunity to grow assets at an attractive rate," commented Justin Simpson, Senior Portfolio Manager and Head of Structured Products & Derivatives in MSIM's Alternatives Division.

Charlotte Chilton is the marketing associate within the Client Advisory team. Jennifer graduated summa cum laude with a B.A. During her tenure at Chilton, Jennifer has served on the Risk Committee, the Executive Committee and the Board of Directors. Ian Martin, former head of U.K. institutional sales, will continue focusing on institutional clients and will report to Mr. Lockwood. 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. For better web experience, please use the website in portrait mode. Mr. Lickle is a past Chairman of the Town of Palm Beach Shore Protection Board. 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. Mr. Wamser holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society New York. Processing of Special Categories of Personal Data: Purpose for the Personal Data Processing: Accounting & Auditing, Administration of Justice, Advt, Mrkt & PR for Others, Advt, Mrkt & PR for the DC Itself, Consultancy & Advisory Services, Credit Referencing, Information & Data Bank Administration, Licensing & Registration, Provision of Financial Services, Research, Staff Administration. 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. Can Sustainable Labeling of Financial Products Prevent Greenwashing? 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. Crovicz graduated from George Washington University with a B.B.A in International Marketing. Thomas resides in Naples, Florida with his wife and three children. 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, he was a Managing Director, Portfolio Manager and co-chairman of Family Office Services at Silvercrest Asset Management Group LLC. 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. He co-managed several strategies including a $1.4B international focused equity portfolio. in Accounting from Virginia Tech in Blacksburg, VA. Kevin is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). Copyright 2022 DIFC. If you have any problems with your access or would like to request an individual access account please contact our customer service team. Most recently, Ms. Memeger worked as a Special Assistant to the Chairman of QFS Asset Management. Before joining American Century, Mr. Wimmer worked on strategic growth oriented initiatives for PIMCO Investments. The majority of the investors' principal will be invested in the MSIM Institutional Fund of Hedge Funds, which has been managed by MSIM's global Alternative Investment Partners team since 1991. 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 Trust, Ms. Meck gained experience in Human Resources roles at Aircastle Advisor LLC, Soros Fund Management LLC, and the compensation consulting firm McLagan Partners. 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. Discover who we are and the right opportunity for you. He later joined Chilton Trust on the Manager Research Team as an Intern. Previously, he worked as Business Development Director at Fleming Asset Management and prior to that, as Finance Director at Fleming Pooled Pensions. Morgan Stanley is differentiated by the caliber of our diverse team. He also serves on the board for The Learning Collaborative, which provides tuition-free, high quality preschool education to children of at-risk families. He is also a graduate of the Business Bridge Program at the Tuck School of Business at Dartmouth. 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. Mary M. Morse joined Chilton Trust in 2010 as an experienced business development and client relations professional. Jennifer L. Foster is Co-Chief Investment Officer Equities at Chilton Trust. Bayard Kuensell is a Vice President in Client Advisory. In addition, in 2010 Mr. Chilton founded Chilton Trust which is a nationally chartered broad-based wealth management trust company focusing on services to high net worth individuals and families. Also, Simone Bouch was appointed vice president in the U.K. sales team and will work with Mr. Martin covering the U.K. institutional client market. Prior to joining Chilton Trust, Mr. Horan was a Managing Director at Morgan Stanley Smith Barney and served as MSSBs 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. 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. Peter Pinque is a Senior Accountant in the Family Office Services Group for Chilton Trust. "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.". She currently serves as the Chair of the Board of Trustees at St. Lukes School in New Canaan, CT, and as a trustee for the Mather Homestead Foundation in Darien, CT. Jennifer is married and has three children. Mr. Kim successfully earned the U.S. Army Ranger, Pathfinder and Airborne qualifications during his time in service. Morgan Stanley Investment Management Limited ("MSIM") today announced the launch of the Morgan Stanley Liability Driven Investment (LDI) Alpha Plus funds, aimed at providing UK pension schemes with a practical investment solution to their asset liability mismatch. 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.

But opting out of some of these cookies may affect your browsing experience. In 1999, he joined U.S. Trust Company of Florida as President where he later became Chairman and CEO. Mr. McKenna has been with Chilton Investment Services for over 8 years, making investment decisions and running their fixed income trading. in Finance from Lehigh University. 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. She also served on the companys Board of Directors. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. Prior to joining Chilton Trust, Tom was a Vice President and Financial Advisor for Evercore Wealth Management in New York. "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.". 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. You can change your cookie settings at any time. 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. We use some essential cookies to make our services work. Abby began her career as a college lacrosse coach at Kenyon College and College of the Holy Cross. Explore the district beyond the office, Stay up to date with the latest news, announcements and insights from across the Centre by visiting our Newsroom.

He joined Morgan Stanley in 2004 and has 34 years of industry experience. While in the UK he advised UK, Swiss, French and Middle Eastern clients on their investments in the US. He has served on the Board of Trustees at King College and chaired its Investment Committee. 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. Nick is responsible for investments on clients equity portfolios, with more than 29 years of experience in equity research and portfolio management. Robert C. Maund, CFP is a Managing Director and Senior Advisor on Chilton Trusts Wealth Advisory team in Charlotte, North Carolina. He began his career on the sell side at Donaldson, Lufkin & Jenrette. Prior to joining Chilton Trust, Ms. Palma worked in private wealth management at Barclays, advising high net worth clients and institutions. Protection against Rising Interest Rates. Lindsey Palma is a Senior Vice President in Client Advisory. He was part of the thought leadership team and authored several client-facing white papers. Experts. Robert earned his bachelors degree in business management from Auburn University, and earned his CFP designation in 1998. Prior to that, Ms. Harrison gained experience in the venture capital industry as an associate at Austin-based firm, BuildGroup. 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. At Morgan Stanley, giving back is a core valuea central part of our culture globally. Mr. Ryan graduated from King College and St. Johns College, Cambridge University. Mark Ryan has over 20 years of experience working with high net worth individuals and families. Kevin joined Silvercrest after earning his MBA from NYU Stern School of Business where he focused on investment management and business law. 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. 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. The market opportunity in U.S. residential mortgage-backed securities, Credit Indices Evolve with Enhanced Data Inputs, For institutional investors, ETFs can make meeting liquidity needs easier, Gold: the most effective commodity investment, 2021 Investment Outlook | Investing Beyond the Pandemic: A Reset for Portfolios, Ten ways retirement plan professionals add value to plan sponsors. Chicago, IL 60601, No P&I Daily for Independence Day holiday, The Institutional Investors Guide to ESG Investing, Climate Change: The Inescapable Opportunity, 2022 Defined Contribution East Conference. These cookies will be stored in your browser only with your consent. He has also received the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts. Prior to joining Chilton Trust, Lance worked for several mid-size CPA firms in the greater New York City area including Shanholt Glassman Klein Kramer & Co. and LM Cohen & Co. Lance has 12 years of diverse experience covering all areas of tax compliance and planning while specializing in those for complex individuals and families. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. After obtaining her B.A. Following the Plaza Accord, he also served as a foreign exchange trader for the Federal Reserve Bank of New York. Stay abreast of the latest trends and developments. 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. 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. Kim graduated from the University of Pennsylvania with a BSE in Systems Science Engineering, with minors in Mathematics and Chemical Engineering. sign in. You can change this in your browser settings. 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. Suite 3200 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. He received his MBA in International Finance from the Columbia University Graduate School of Business. Mr. Hamar is admitted to the Virginia State Bar and is a CPA. Ms. Bernard began her career working in the Research department at Chilton Investment Company as an Equity Research Analyst. You've rejected analytics cookies. Christina maintains a Certified Trust and Fiduciary Advisor (CTFA) designation and has been named an Accredited Estate Planner (AEP) by the National Association of Estate Planners and Councils. 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. Burr graduated from St. Lawrence University in 1997 with a degree in Economics.

Mr. Kim graduated from Columbia Law School, where he was named a James Kent scholar. Previously, Ms. Morse was a Vice President at Barclays Wealth responsible for Business Development and Client Relationships. He is also member of The Cleveland Clinic Heart Center Leadership Council in Cleveland (OH) and Weston (FL). Jonathan earned his A.B. Managed by global balanced risk control team, Targets undervalued, high quality companies, Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR.Registered in England and Wales with company registration numbers 09177174 & 09178013. He has served on Chiltons Compliance Committee, Operations Committee and Risk Committee over his time at the firm. Ms. Nelson received her B.A. He focuses his efforts in Connecticut, New York and Florida.

Yes, You Can Be a Tech Innovator at Morgan Stanley. He started his career as a municipal broker at Chapdelaine & Company. Robert brings 33 years of experience and a passion for serving as an advocate for clients and their families. Get access to the news, research and analysis of events affecting the retirement and institutional money management businesses from a worldwide network of reporters and editors. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Prior to her role at QFS, Ms. Memeger held accounting and finance positions at D.E. Before joining Bank of America/U.S. She received her B.A. These cookies do not store any personal information. Lickle is Vice Chairman of Chilton Trust Company with over 40 years of experience in the fiduciary wealth management field. in Political Science from Yale University, and has also completed trust and estate courses at the Cannon Financial Institute. He has experience in both corporate and municipal debt markets, with exposure to both the investment grade and high yield asset classes. Our website uses cookies. She serves on the board of the Educational Video Center. Abby resides in New York City with her husband Nick, and enjoys traveling, reading and spending time with friends. Prior to joining Chilton Investment Services, Mr. McKenna was a Vice President on the Morgan Stanley and Merrill Lynch Global Wealth desks. 2022Morgan Stanley. 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. Companies House does not verify the accuracy of the information filed, MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED (01981121), MORGAN STANLEY PENSION TRUSTEE LIMITED (06374553). 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. Offers Pension Schemes a Solution to Asset Liability Mismatch. Mr. Wimmer received a B.A. 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.

from Virginia Tech. 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. Chilton attended the University of North Carolina at Chapel Hill where she received her BA in Political Science with a minor in Business Journalism from the UNC Hussman School of Journalism and Media. Over the next 16 years Christina worked with Summit Banks successor institutions, the last of which being U.S. Trust, Bank of America Private Wealth Management. 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 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. We will keep you informed on the items that matter to you most. If you have any problems with your access or would like to request an individual access account please 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. in English from Boston College and earned an M.B.A. with distinction from Harvard Business School. Tenth Floor It is mandatory to procure user consent prior to running these cookies on your website. Ms. Baudo began her career as a Certified Legal Assistant at Erik Edward Joh, P.A., a trust and estate law firm practice. Matt earned a BS in Finance from Sacred Heart University. Visit our YouTube page. After the Barclays acquisition of Lehman Brothers, he was a Managing Director of Barclays Wealth. 130 E. Randolph St. Debra Crovicz is a municipal bonds specialist with over 25 years of fixed income investment management experience. Mr. Horan also served on the Morgan Stanley Global Asset Allocation Committee. Michaela Memeger is a Vice President and Assistant Controller in the Family Office Services Group for Chilton Trust. in Accounting from the University of Miami in Coral Gables. 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. 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 offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. He has over 15 years of experience in fixed income markets, with expertise across multiple fixed income asset classes. He graduated from Elon University where he received his B.A. ALL RIGHTS RESERVED. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Ms. Meck began her career in financial services with Smith Barney Capital Management after graduating from Bucknell University with a BS in Business Administration. She serves on the Chicago Botanic Garden Guild board, and volunteers with her childrens schools. A native to NJ, she began her career in 2002 with Summit Bank & Trust Company. This website uses cookies to improve your experience while you navigate through the website. Prior to joining Chilton Trust, Mr. Flanagan gained experience at GoldenTree Asset Management as an Intern on their Investment Team. 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. wachowski The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world. 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. in finance and management from Florida Atlantic University. Prior to joining Chilton Trust, Ms. Rhodes gained experienceat Kirkland & Ellis, LLC as aCorporateCase Assistant Intern. He started his career as a futures sales trader at Bear Stearns and Fimat, a business of Socit Gnrale. Mr. McKenna graduated from Bucknell University with a bachelor degree in business management. 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. 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. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Jennifer joined Chilton Investment Company 24 years ago as an equity analyst and later became Director of Research and then Portfolio Manager. Designated Non-Financial Businesses and Professions, Stay up-to-date with DIFCs response to Covid-19, A Continuous Record Growth with Key Milestones Achieved in 2019. Sara Bernard is Head of Client Advisory, responsible for advising high net worth families, individuals, foundations and family offices. Katie Harrison is a Vice President in Client Advisory. If you already have an account please use the link below to in English and History from The University of New Hampshire.

More than a world-class financial centre, DIFC is also a vibrant community of retail and lifestyle. He received a Masters of Public Policy from the Ford School at the University of Michigan, and a B.A. Mr. Carey has had over 25 years of experience working with high net worth individuals and families throughout the US. Mr. Lockwood's responsibilities at ABN AMRO Asset Management have been reassigned to Simon Chinnery, head of U.K. institutional business.

She also served on the Healthcare Advisory Committee to the Lehman Brothers Foundation. Shaw & Co., Pioneer Square Advisors and Quellos Financial Advisors. 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. in French and European Studies from Vanderbilt University and her J.D. How has the threat of climate change affected your organizations approach to real estate investments? 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. Stephen Stowe oversees credit research at Chilton Trust Company, responsible for establishing the firms credit policies and managing the fundamental research framework. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley. shanks