Chilton Investment Co. Forms Private Wealth Management Business

Chilton will also serve as chief investment officer of the new wealth management business, according to the statement.

In addition to Lickle, the other members of Chilton Trust Management’s senior management team are:

• John Rau, a trust and estate attorney and wealth management professional and a long-time colleague of Lickle, who has joined as senior vice president.
• Mary Morse, a wealth management professional who worked with Lickle at U.S. Trust and later at Lehman/Barclays, who has also come on board as a senior vice president.
• Paul Napoleon, a tax professional experienced in serving high-net-worth individual clients, will join the team as a senior vice president on November 15. For the past 12 years, he has worked in the personal financial services division at PricewaterhouseCoopers LLP.

Chilton also announced that, as part of the formation of Chilton Trust Management, it will integrate family office services into the new venture, under the leadership of Lisa Czachor, who will serve as director, and Kellie Zesch, who will be a vice president. The Chilton family office comprised five investment and accounting professionals.

Czachor joined Chilton as family office director in 2008 from Belvedere Property Management, where she was the chief financial officer.  Zesch, who assists with the office’s investment strategy, joined the firm in 2007 from Cambridge Associates.

Chilton Investment Company LLCis a global alternative investment management firm, headquartered in Stamford, Conn., and with offices in New York, London, Hong Kong, Beijing and Chengdu.