Last updated: 14:56 / Thursday, 10 October 2013
From Lazard and Silvercrest AM

Palm Beach's Chilton Trust Welcomes Three Senior Wealth Management Professionals

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Palm Beach's Chilton Trust Welcomes Three Senior Wealth Management Professionals
  • Harry Grand, Senior Vice President and Head of Client Relations, worked previously as Senior Vice President and Relationship Manager at Lazard Wealth Management
  • David Phelps Hamar, Senior Vice President and Head of Wealth Advisory Services, was Managing Director at Silvercrest Asset Management
  • Benjamin Brewster, Senior Client Relations Advisor, also held the position of Managing Director at Silvercrest Asset Management Group
  • Senior Vice President John C. Rau will assume the position of Head of Fiduciary Services. He joined Chilton Trust in 2010

Chilton Trust Company, a trust company and wealth management firm serving high net-worth individuals, families, trusts, foundations, institutions and endowments, announced that it has welcomed three senior wealth management professionals to its team: Harry S. Grand, Senior Vice President and Head of Client Relations; David Phelps Hamar, Senior Vice President and Head of Wealth Advisory Services; and Benjamin Brewster, Senior Client Relations Advisor.   

Harry Grand, who joined Chilton Trust in January, oversees all relationship management activities for clients and is a member of the External Managers Investment Committee.  Before joining Chilton Trust, Mr. Grand served as a Senior Vice President and Relationship Manager at Lazard Wealth Management, where he was responsible for investment policy formation, asset allocation and client relationship management.  Prior to Lazard, he was a Client Advisor at Rockefeller & Co. He began his time there as the Chief of Staff to the President and CEO and as Manager of Marketing and Sales.  Mr. Grand earned a B.A. from Hamilton College and an M.B.A from Columbia Business School.

David Hamar will oversee wealth advisory services and coordinate family office services for various clients.  Before joining Chilton Trust, Mr. Hamar was a Managing Director, Member of the Management Committee, Portfolio Manager, Co-Chairman of Family Office Services and Director of Global Tax Services at Silvercrest Asset Management.  Prior to Silvercrest, he was a Managing Director, Portfolio Manager and Chairman of the Tax Services Group at Heritage Financial Management, LLC.  Mr. Hamar earned a B.A. from Old Dominion University and a J.D. from the University of Virginia School of Law.  He is a Certified Public Accountant and is admitted to the Virginia State Bar.

Ben Brewster will serve as a Senior Client Relations Advisor to various clients located throughout the U.S. and provide counsel to the firm's strategic initiatives.  Mr. Brewster is a highly regarded wealth and investment professional with over 25 years of experience in the industry.  Before joining Chilton Trust, Mr. Brewster was a Managing Director at Silvercrest Asset Management Group, providing investment advisory and family office services to its clients.  Prior to Silvercrest, Mr. Brewster led Heritage Financial Management, a Charlottesville, Virginia-based investment advisory firm, which traced its origins to a family office started in 1929.

Chilton Trust also announced that Senior Vice President John C. Rau will assume the position of Head of Fiduciary Services and oversee all fiduciary and trust-related services.  Mr. Rau joined Chilton Trust in 2010 with over 25 years of experience in fiduciary wealth management.  He began his career as a trusts and estates attorney with Sullivan & Cromwell and later was a partner at Gunster.  Mr. Rau earned a B.A. from Hamilton College and a J.D. and LL.M. (in Taxation) from New York University School of Law, where he was a member of the Law Review.  He is admitted to the Florida, New York and Connecticut State Bars.

For your information...

Chilton Trust Company is a private, independent trust company formed by Chilton Investment Company to advise and provide wealth management, fiduciary and investment solutions to high net-worth individuals, families, trusts, foundations, institutions and endowments. It is headquartered in Palm Beach, Florida, and has representative offices in New York and Connecticut.

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