Firm Continues Florida Growth to Support Evolving Client Needs
Chilton Trust, a leading independent wealth management firm, today announced that Thomas Walsh has joined the firm as Senior Vice President of the Naples and SW Florida Region. In this role, he will be responsible for leading the continued expansion of Chilton Trust in Florida’s southwest region and will ultimately support the opening of a new office in Naples this year.
"Thomas’ deep breadth of experience in building and maintaining client relationships in Florida, where we’re experiencing measurable growth, aligns perfectly with Chilton’s core values of consistently going the extra mile to deliver reliable advice and results for clients," said Pepper Anderson, Chilton Trust’s President and Chief Executive Officer. "We know that Thomas will serve as a great representative of our firm and will uphold our philosophy of placing our clients’ needs and interests above all else."
Mr. Walsh brings nearly 20 years of experience helping clients navigate all aspects of the wealth management landscape. Most recently, he served as a Principal and Senior Client Advisor at Bessemer Trust where he led a team that advised and implemented strategies for clients related to investment management, estate planning and wealth transfer, tax planning and philanthropy. In addition, Mr. Walsh was a senior member of Bessemer Trust Company of Florida Officer’s Committee and the Bessemer Trust Company of Florida Trust Committee. He began his career with an investment focus as a Portfolio Analyst with a Sarasota-based RIA.
"What initially drew me to the firm were Chilton Trust’s commitment to understanding and adapting to each client’s needs and objectives, as well as Chilton Trust’s long-term investment philosophy," said Mr. Walsh. "The fact that they just secured a National Trust Charter only underscores the firm’s dedication to their clients by giving them access to some of the most sophisticated courts in the country. I am excited to lead this new endeavor for Chilton Trust, adding to the already strong foothold in Florida and providing boots-on-the-ground support for clients in a market I know extremely well."
Mr. Walsh holds a Master of Science in Finance from the Kelley School of Business at Indiana University and a Bachelor of Science in Finance from the Lutgurt College of Business at Florida Gulf Coast University. Additionally, he has earned the CFA Charterholder designation and is an honor’s graduate from the Cannon Trust School. He is also a member of the CFA Institute and CFA Society of Naples.
About Chilton Trust Company
Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high net worth individuals, families, foundations, endowments and institutions. The firm is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of Chilton Investment Company founded over 26 years ago. Chilton Trust offers a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone trust company capabilities, consolidated wealth reporting, comprehensive family office services and transactional planning. Furthermore, the firm’s emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with clients.
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