Chilton Trust, a leading independent wealth management firm and national trust bank, today announced that Jennifer Lee has been named President and Chief Executive Officer, effective October 6^th. Ms. Lee will report to Richard Lockwood Chilton, Jr., Founder and Chairman of Chilton Trust, and will succeed Peter Kim who served as Interim-President. Mr. Kim will work closely with Ms. Lee while assuming his previously held roles of General Counsel and Chief Compliance Officer.

“We are very excited to welcome Jennifer as our next President and CEO. She brings a deep commitment to client service, thoughtful leadership and a proven ability to drive strategic growth within U.S. markets over her tenured career,” said Richard Lockwood Chilton, Jr. “I am confident that she will champion our firm’s mission of providing personalized wealth management solutions to each of our clients. Jennifer’s extensive experience with ultra-high-net-worth families, endowments and foundations makes her an invaluable addition to our firm.”

With over 30 years of private wealth experience, Ms. Lee joins Chilton Trust from PNC Private Bank, where she most recently served as the Head of U.S. Markets. At PNC, she was responsible for developing relationship management and client strategies across all North American geographies, with a significant focus on creating, leading and implementing client acquisition and retention strategies. Previously, Ms. Lee held positions at firms including Wells Fargo Private Bank, Lehman Brothers and Goldman Sachs. She earned her Master of Business Administration from the NYU Stern School of Business and her undergraduate degree from Barnard College.

“I am honored to become Chilton Trust’s next President and CEO. I have long admired Richard and the firm for its steadfast commitment to putting clients first,” added Jennifer Lee. “Chilton Trust’s reputation for excellence is built on relationships that span generations, and I am passionate about building upon this strong foundation and driving the firm’s long-term success.”

About Chilton Trust

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. Chilton Trust is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of its affiliate, Chilton Investment Company, which was founded over three decades ago by Richard Lockwood Chilton, Jr.

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 national trust company capabilities, consolidated wealth reporting, comprehensive family office services and transactional planning. 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. Chilton Trust, which has over $9B in assets under management, works with over 275 family relationships.

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