Christopher L. Knapp, Chief Executive Officer
Mr. Knapp has managed endowment, individual, and multi-generational assets for multiple family groups since 1984. He was previously associated with Brown Brothers Harriman & Co., for which he worked as portfolio manager in New York, Dallas, and Houston. He leads asset allocation and manager selection for the firm’s multi-strategy portfolios and heads the firm’s client service personnel. Mr. Knapp is a co-founder and owner of the firm.
 
Mr. Knapp has a B.A. from Williams College.

David M. Underwood, Jr., Chief Operating Officer
Mr. Underwood joined Chilton Capital Management, LLC in 2003. He has several years of industry experience including prior association with Legg Mason Wood Walker, Inc. as a fixed-income credit analyst. Mr. Underwood is senior portfolio manager for Chilton Capital Management, LLC's taxable and tax-exempt bond strategies and heads the firm’s investment and operations personnel. He is an owner of the firm.
 
Mr. Underwood holds a B.A. in Economics from Southern Methodist University and an M.A. in Mathematics Education from the University of Houston.

A. Ronald Lerner, Senior Advisor
Mr. Lerner joined Chilton Capital Management, LLC in 2002. He has been in the securities and investment management industry since 1974. Mr. Lerner is a former director and senior vice president of Rotan Mosle. He founded Trendalysis, an institutional research firm, in 1991 and Houston-based investment management firm Prometheus Advisors in 1992. Mr. Lerner is a member of the investment committee and is an active contributor to the firm’s investment policy guidelines, asset development, overall strategy, and operational review. Mr. Lerner is an owner of the firm.
 
Mr. Lerner has a B.B.A from the University of Houston.

Pat T. Dyer, Managing Director
Mr. Dyer is an attorney with direct fiduciary and trust management experience, serving as executor and trustee of estates and private trusts. He was previously associated with Dyer Robertson & Lamme, of which he was a founder. Mr. Dyer has had extensive prior corporate experience associated with the securities industry as general counsel and secretary for Enstar Corp. and as chief financial officer for Petro-Tex Chemical Corp.
 
Mr. Dyer has a B.B.A. from the University of Texas and a J.D. from the University of Houston.

Charles L. Lamme, Managing Director
Mr. Lamme is experienced in financial management for individuals, corporations and trusts. He was previously associated with Dyer Robertson & Lamme, of which he was a founder. His prior experience includes being a partner at Arthur Andersen LLP. He also served as chief financial officer of GeoQuest International Inc., a privately owned geophysical and petroleum engineering firm.
 
Mr. Lamme holds a B.A. in economics and an MBA from Stanford University.

John E. Robertson, Managing Director
Mr. Robertson’s background includes experience with major corporations in management consulting, employee retirement plans, financial analysis and control and financial planning. He was previously associated with Dyer Robertson & Lamme, of which he was a founder.
 
Mr. Robertson holds a B.B.A. from Southern Methodist University and a M.A. in finance from the Wharton School of the University of Pennsylvania.

R. Randall Grace, Jr., CFA, Portfolio Manager/Analyst
Mr. Grace joined Chilton Capital Management, LLC in 1997. He is a CFA charterholder. Mr. Grace is an owner of the firm.
 
Mr. Grace has a B.A. from Skidmore College. He is a member of the CFA Institute.

Patricia D. Journeay, CFA, CPA, Portfolio Manager/Analyst
Ms. Journeay joined Chilton Capital Management, LLC in 1998. She previously spent 11 years as manager of operations for Criterion Investment Management Co. and Nicholas Applegate. She is a CFA charterholder and a Certified Public Accountant. Ms. Journeay is an owner of the firm.
 
Ms. Journeay has a B.S. in Business Administration from the University of Pittsburgh. She is a member of the CFA Institute and the Texas Society of CPAs.

Thomas M. Motter, CFA, CPA, Chief Investment Officer
Mr. Motter has managed equity portfolios for individual clients since 1980. A native of Ft. Wayne, Indiana, he began his career in public accounting. Mr. Motter was associated with Merrill Lynch, Kidder Peabody, and Brown Brothers Harriman & Co. from 1980 to 1995. Mr. Motter is a CFA charterholder and a Certified Public Accountant. He heads the firm’s investment committee, which sets investment strategy, determines stock selection, and creates the model equity portfolio. He is a co-founder and owner of the firm.
 
Mr. Motter has a B.S. from Indiana University. He is a member of the CFA Institute and the American Institute of Certified Public Accountants.

Mark S. Wadlington, CFA, Portfolio Manager/Analyst
Mr. Wadlington joined Chilton Capital Management, LLC in 2007. He was previously associated with Dyer Robertson & Lamme. His prior experience also includes several years in investment banking and corporate development positions. He also worked as portfolio manager at Teacher Retirement System of Texas. Mr. Wadlington is an owner of the firm.
 
Mr. Wadlington holds a B.A. and M.B.A. from the University of Texas.

Janet C. Jenkins, Director of Trading
Ms. Jenkins joined Chilton Capital Management, LLC in 2007. She previously spent eight years as senior trader for CAZ Investments LP and Roger H. Jenswold & Co. Her prior experience includes Maxxam, Inc. where she was co-manager of equity arbitrage portfolios and analyst of mergers/acquisitions. She began her career in the banking industry, which included seven years with Bank of the Southwest.
 
Ms. Jenkins has a B.B.A. in Finance from the University of Houston.

Brent A. Barnett, CFA, Wealth Management
Mr. Barnett joined Chilton Capital Management, LLC in 2007. He was previously associated with Dyer Robertson & Lamme. His prior affiliations also include General Dynamics and Atlantic Richfield Company. He is a CFA charterholder. Mr. Barnett is an owner of the firm.
 
Mr. Barnett has a B.S. from the University of Oklahoma and an MBA from the University of Texas.

Kimberly J. Fontenot, Director of Marketing and Client Relations
Ms. Fontenot joined Chilton Capital Management, LLC in 2003. She began her career in the investment management industry in 1993. Her previous associations include Criterion Investment Management Co. and Beutel Goodman Capital Management. Ms. Fontenot is a member of the Financial Planning Association (FPA).
 
Ms. Fontenot has a B.S. from the University of Houston.

Laura L. Genung , J.D., Wealth Management
Ms. Genung joined Chilton Capital Management, LLC in 2005. Her previous associations include Woodway Financial, a Houston-based independent trust company where she served as vice-president and trust officer. Ms. Genung is a member of Texas Women Lawyers, Attorneys in Tax and Probate, The Planned Giving Council of Houston, Houston Estate & Financial Forum and the Estate and Probate Section of the Houston Bar Association.
 
Ms. Genung has a B.J. from the University of Texas at Austin and a J.D. from the University of Houston Law Center.

Timothy J. Lootens , Wealth Management
Mr. Lootens joined Chilton Capital Management, LLC in 2007. He was previously associated with Dyer Robertson & Lamme, Inc. Mr. Lootens' prior experience also includes several years in the health care industry with insurance companies and providers including United Healthcare and Texas Oncology. Mr. Lootens is an owner of the firm.
 
Mr. Lootens has a Masters of Hospital and Health Administration and a B.A. from Xavier University, Ohio. He also has an MBA from the University of Texas.

Rebecca K. Sheppard , Client Service
Ms. Sheppard joined Chilton Capital Management, LLC in July 2006. Her previous associations include CAZ Investments, LP.
 
Ms. Sheppard has a B.S. from the University of Houston.