Chilton Trust
Thomas Walsh, CFA has a diverse work experience spanning several financial institutions. Thomas is currently serving as the Senior Vice President at Chilton Trust, where their focus is on understanding clients' needs and providing customized wealth planning, investment management, trust and fiduciary, and family office solutions. Prior to joining Chilton Trust, Thomas worked at Bessemer Trust as a Principal and Senior Client Advisor for twelve years. Before that, they served as a Portfolio Manager at Northern Trust Corporation and as a Portfolio Analyst at Wood Asset Management.
Thomas Walsh, CFA completed their education and certifications in the field of finance. Thomas obtained a Master of Science (MS) degree in Finance from Indiana University Bloomington from 2011 to 2013. Prior to that, they earned a Bachelor of Science (B.S.) degree in Finance, General from Florida Gulf Coast University, studying from 2000 to 2002. Additionally, Thomas Walsh, CFA has obtained additional certifications, including the CFA Institute Professional Learning Program 5-year Milestone in January 2022 and the CFA designation from the CFA Institute in September 2006.
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Chilton Trust
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Chilton Trust is a boutique wealth management firm designed to provide the continuity, structure and acumen to protect and enhance the intergenerational wealth of select families 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. We offer 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, our 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 our clients.