NEW YORK--(BUSINESS WIRE)--Chilton Trust, a leading independent wealth management firm, today announced that Jonathan Justice and Christina Duffy have joined its growing team of senior leaders. Jonathan joins the firm as Managing Director, Senior Advisor and Christina has joined as a Senior Vice President, Wealth Advisor.
“Christina and Jonathan’s industry experience and commitment to providing excellent advice and service aligns closely with our client-centric philosophy at Chilton Trust,” said Pepper Anderson, Chief Executive Officer of Chilton Trust. “Chilton Trust is dedicated to putting our clients and the families we support first. We are thrilled to have Christina and Jonathan join our team and are confident they will help our clients achieve their long-term financial objectives.”
Jonathan joins the firm with more than 20 years of experience advising individuals, families and nonprofit institutions across a range of financial disciplines. Most recently, he was a Managing Director at Truist Wealth. He also served as Managing Director at U.S. Trust. Earlier in his career, he served as a Senior Vice President and Wealth Advisor at Wells Fargo Private Bank, Vice President and Financial Advisor at Bernstein Global Wealth Management and Vice President of Trust and Estates Appraisals at Sotheby’s.
“My entire career path has led me to being a part of the Chilton team. Chilton’s platform provides a unique, culminating opportunity to advise clients in a focused and unconflicted manner,” said Jonathan. “It’s exciting to offer clients this rarefied version of wealth management: client-centric advice delivered in an independent, privately held environment.”
Christina joins the firm as a wealth management professional with a 20-year tenure in a fiduciary environment. She has worked closely with high-net-worth families to understand their unique needs and develop customized strategies to help achieve their goals.
She has significant experience in fiduciary administration and relationship management, as well as business development. Christina is seasoned in credit strategy and has an extensive network of professional partners and resources. Most recently, she served as a Senior Vice President and Client Advisor at SunTrust Bank. Prior to her role at SunTrust Bank, she served as a Senior Vice President and Private Client Manager at U.S. Trust.
“There are many things that excite me about the opportunity with Chilton Trust, however nothing excites me more than Chilton’s ‘client first’ philosophy,” said Christina. “I look forward to focusing on the practice areas that impact clients most, while working alongside colleagues who have exceptional professional pedigrees.”
Jonathan and Christina each maintain a Certified Trust and Fiduciary Advisor (CTFA) designation and have been named Accredited Estate Planners® (AEP®) by the National Association of Estate Planners and Councils.
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 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.