NEW YORK--(BUSINESS WIRE)--Chilton Trust, a leading independent wealth management firm, today announced that industry veteran Nick Frelinghuysen has joined its growing team of senior leaders as an investment professional. Nick joins the firm as Managing Director, responsible for investments on clients’ equity portfolios along with Richard L. Chilton, Chairman and Jennifer Foster, Co-Chief Investment Officer, to whom he will report.
“Nick’s industry experience and investment philosophy is very similar to the way we think about long-term equity investing. Combine that with his client-centric relationship philosophy and he is a great match for Chilton Trust and all of our clients,” said Pepper Anderson, Chilton Trust’s President and Chief Executive Officer. “Our clients and the families we support come first. We are committed to continuing to build a first-class organization and adding Nick to our investment bench is part of our growth plan.”
“I’m thrilled to join the Chilton Trust team. Beyond feeling an immediate rapport with Richard, Jennifer and Pepper, their investment philosophy and commitment to developing deep, personal relationships with clients really resonated with me,” said Frelinghuysen. “Chilton Trust’s independence, history of success in active equity investing, and focus on ensuring individuals and families have direct engagement with specialists at all levels of the firm truly set it apart.”
Nick joins the firm with more than 27 years of experience in equity research and portfolio management. Most recently, he was a partner at the boutique investment firm, Eagle Ridge Investment Management, LLC where he served as a portfolio manager and Co-Head of Research for an organization with $950m in assets focused on high net worth individuals and institutions. Prior to his role at Eagle Ridge, Nick worked at Oppenheimer Capital (Allianz Global Partners) as Co-Portfolio Manager on a $2B Mid Cap value mutual fund and served as Co-head of Mid-Cap and All-Cap investments for the $25B firm. He began his career on the sell side at Donaldson, Lufkin & Jenrette.
Nick attended Princeton University as an undergraduate and holds an MBA from The Wharton School at the University of Pennsylvania.
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. 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 20 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.