Chilton Trust, a US wealth management firm and trust bank with more than $8 billion in AuM, said yesterday that Jennifer Lee has been named president and CEO, effective October 6.
Lee will report to Richard Lockwood Chilton, Jr, founder and chairman of Chilton Trust, and will succeed Peter Kim who served as interim-president.
Jennifer Lee
Kim will work with Lee while he assumes his previous roles of general counsel and chief compliance officer.
With more than 30 years of private wealth experience, Lee will be joining from PNC Private Bank, where she most recently served as the head of US markets. Previously, Lee held positions at firms including Wells Fargo Private Bank, Lehman Brothers and Goldman Sachs. She earned her master of business administration from the NYU Stern School of Business and her undergraduate degree from Barnard College.
In October last year, Chilton Trust appointed David Daniel, former CEO and chairman at executive search firm Spencer Stuart, to join its board of directors.