 |
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.
Return to top
|
 |
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.
Return to top
|
 |
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.
Return to top
|
 |
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.
Return to top
|
 |
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.
Return to top
|
 |
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.
Return to top
|
 |
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.
Return to top
|
 |
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.
Return to top
|
 |
Cathy A. Miller, Director of Trading
Ms. Miller joined Chilton Capital Management, LLC in 2007. She has been in the securities and investment management industry since 1994. She was previously associated with Dyer Robertson & Lamme. Her prior experience also includes affiliations with Briggs Management & Research, and TD Waterhouse.
Return to top
|
 |
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.
Return to top
|
 |
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.
Return to top
|
 |
Rebecca Hollas
(formerly Rebecca Sheppard), Client Services/ Operations
Mrs. Hollas joined Chilton Capital Management, LLC in July 2006. Her previous associations include CAZ Investments, LP.
Mrs. Hollas has a B.S. from the University of Houston.
Return to top
|
 |
Kate Tighe
, Client Service/Operations
Ms. Tighe joined Chilton Capital Management LLC in 2009. Prior to joining Chilton, Ms. Tighe worked at Baker Hughes, First Western Trust Bank and T. Rowe Price in positions related to accounting and finance.
Ms. Tighe has a B.S. in Business Administration from the University of Colorado.
Return to top
|
 |
Diana Waldrum
, Controller
Ms. Waldrum joined Chilton Capital Management, LLC in October, 2009. Prior experience includes 13 years as Business Administrator for a non-profit and more than 10 years in a Controller role in real estate and oil and gas industries.
Ms. Waldrum has a B.S. in Accounting from Houston Baptist University.
Return to top
|
 |
Donald D. Kirby
, Vice President
Mr. Kirby joined Chilton Capital management, LLC, in October of 2009. His previous experience includes associations with Smith Barney, Bank of America and most recently with Los Alamos National Bank in Santa Fe. Mr. Kirby is focused on the development and maintenance of institutional clients.
Mr. Kirby has a B.A. from the University of Texas and a MBA from Loyola University.
Return to top
|
 |
Sammie Kirkpatrick, Administration
Ms. Kirkpatrick joined Chilton Capital Management, LLC in 2007. She was previously associated with Dyer Robertson & Lamme, Inc. She has been in the investment management industry since 1997.
Return to top
|
 |
Dyanne J. Bishop, Operations
Ms. Bishop joined Chilton Capital Management, LLC in 2007. She has over thirty years experience in the securities and investment management industry. She was previously associated with Dyer Robertson & Lamme, Inc. Her prior experience also includes an affiliation with Greer Moreland Fosdick Shepherd, Inc.
Return to top
|
|
 |
|
| -Management Team |
| -Equity Investment Team |
| -Fixed Income Team |
| -Client Service Team |
| -Operations Team |
|
 |
| | |