The Chilton Investment Services team is led by the following professionals:
Blaire Milanese was the Assistant Director of Human Resources at Chilton from 2007-2009 and rejoined in 2014 as the Head of Human Resources. Prior to joining Chilton, Ms. Milanese gained experience in Human Resources roles at Aircastle Advisor LLC, Soros Fund Management LLC, and the compensation consulting firm McLagan Partners. Ms. Milanese began her career in financial services with Smith Barney Capital Management after graduating from Bucknell University with a BS in Business Administration.
Peter Kim, JD serves as General Counsel and Chief Compliance Officer for Chilton Investment Services and is also a member of the Compliance Committee and Risk Committee. Prior to joining Chilton, Mr. Kim worked as a corporate attorney at the law firm of Davis Polk & Wardwell, specializing in private fund formation and leveraged finance. Mr. Kim graduated from the University of Pennsylvania with a BSE in Systems Science Engineering, with minors in Mathematics and Chemical Engineering. Mr. Kim graduated from Columbia Law School, where he was named a James Kent scholar. Prior to law school, Mr. Kim served in the United States Army as a Captain in the military intelligence and infantry branches, where he provided chief tactical support to various infantry schools, including U.S. Army Sniper School. Mr. Kim successfully earned the U.S. Army Ranger, Pathfinder and Airborne qualifications during his time in service.
Josh Rosen is a Senior Vice President of Reporting, Performance Analytics and Administration. Mr. Rosen joins Chilton with over 22 years of Institutional and Wealth Management experience. Prior to joining Chilton, Mr. Rosen was the Custody Product Manager within the Asset & Wealth Management division at Deutsche Bank overseeing the safekeeping of $33 billion in assets. Mr. Rosen was responsible for all technology and reporting initiatives within the Custody product as well as growing and obtaining new business. Mr. Rosen spent significant amount of time working with high net worth individuals and family office clients on their reporting needs and aggregation of their assets. Prior to Deutsche Bank, Mr. Rosen worked as a performance analyst at U.S. Trust and as a fund accountant within the institutional division at Bankers Trust. Mr. Rosen received his BA in Business Administration from Bryant University and MBA in Finance/Taxation from Fordham University.
Mike joined Chilton in April 2012 and previously worked as a Fixed Income Operations Analyst at Ellington Management Group where he supported both the hedge funds and asset management accounts. Prior to Ellington, Mike worked at Citigroup Asset Management and Capobianco and Associates, LLC. Mike earned a BS in Finance from Siena College.
Andrew joined Chilton in May 2013 and previously worked at SEI Investments on the Advent Support and Portfolio Management Services team where he supported the private banking sector. Andrew graduated from Fairfield University with a BS in Finance. Andrew expects to earn his Master’s degree in Investment Management and Financial Analysis from Creighton University in October 2015.
With over 25 years of experience, Mr. Horan is a specialist in fixed income investing, ranging from municipal and US taxable securities to international bonds and currencies. He leads a team of nine professionals managing approximately $4.5 billion in client assets across a variety of strategies including intermediate liquidity, tax-advantaged, taxable, international and global.
Prior to joining Chilton Trust, Mr. Horan was a Managing Director at Morgan Stanley Smith Barney and served as Chief Investment Officer of MSSB’s Fixed Income Investment Advisers, providing customized portfolio management to ultra-high net worth private clients, charities, endowments, foundations, and family offices, primarily in North America, the Caribbean and Latin America. Earlier, Mr. Horan led Morgan Stanley’s Private Wealth Management Fixed Income business in London serving European, Middle Eastern and Swiss private bank clients. Mr. Horan also served on the Morgan Stanley Global Asset Allocation Committee.
Before joining Morgan Stanley, Mr. Horan was Director of International Fixed Income at Lord Abbett & Co. He also held senior management positions in fixed income and foreign exchange portfolio management at Credit Suisse, Aubrey G. Lanston & Company, Inc. and Bankers Trust. At Bankers Trust, he helped pioneer the fixed income risk management frameworks. Mr. Horan began his career at the Federal Reserve. During the Volcker years, he was an Economist in the Sovereign Debt Unit at the New York Fed, working on the debt restructuring of Brazil, Mexico and Argentina. Following the Plaza Accord, he also served as a foreign exchange trader for the Federal Reserve Bank of New York.
Mr. Horan earned an AB with honors in Economics and History from the University of Pennsylvania, Wharton-Sloan Program. He was an Andrew Mutch Scholar in Economics and Politics at the University of Edinburgh and holds a post graduate law degree from the University of Cambridge, where he was a Thouron Scholar.
Debra Crovicz is a municipal bonds specialist with over 25 years of fixed income investment management experience. Prior to joining Chilton Trust, Ms. Crovicz worked at Morgan Stanley Smith Barney where she was an Executive Director and Senior Portfolio Manager, overseeing the investment management of $3 billion in municipal assets. Prior to Morgan Stanley, Ms. Crovicz spent ten years at Brown Brothers Harriman & Co. as a Portfolio Manager focused on managing portfolios for ultra-high net worth and institutional accounts. Earlier in her career, she worked in fixed income at Republic National Bank of New York, Citibank Global Asset Management and U. S. Trust Co. of New York. Ms. Crovicz graduated from George Washington University with a B.B.A in International Marketing.
Gregg Manjerovic is a taxable bonds specialist with over 17 years of fixed income investment management experience. Prior to joining Chilton Trust, Mr. Manjerovic was a Senior Fixed Income Portfolio Manager and Director at Public Financial Management Asset Management where he worked for 14 years. Mr. Manjerovic was responsible for management of over $9 Billion in separate account portfolios. He managed account strategies, according to specific client requirements, on a discretionary total return, bond proceeds, or cash management basis. He was a member of PFMAM’s Investment Committee and Credit Committee.
Prior to PFMAM, Mr. Manjerovic was Portfolio Manager and Trader for Northern Trust Global Investments. In this capacity he was directly responsible for managing $500 Million of intermediate and long-term investments. Mr. Manjerovic was further responsible for corporate trading for Mutual Fund, Pension, Foundation, and Endowment accounts. In addition, Mr. Manjerovic was responsible for fixed income portfolio strategy and trading for Northern Trust Wealth Management Investment portfolios.
Mr. Manjerovic received his MS in Financial Markets and Trading from the Stuart School of Business at the Illinois Institute of Technology in Chicago, Illinois and a B.S. in Finance from University of Illinois at Chicago. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Stephen Stowe oversees credit research at Chilton Investment Services, responsible for establishing the firm’s credit policies and managing the fundamental research framework. He has experience in both corporate and municipal debt markets, with exposure to both the investment grade and high yield asset classes. Prior to joining Chilton, Mr. Stowe was employed at Samson Capital Advisors and Eaton Vance Management. He started his career in 2001 with Moody’s Investors Service. He has been awarded the Chartered Financial Analyst (CFA) designation and is also a member of the National Federation of Municipal Analysts (NFMA). He received a Master’s of Public Policy from the Ford School at the University of Michigan, and a B.A. in English and History from The University of New Hampshire.
Prior to joining Chilton Investment Services, Mr. McKenna was a Vice President at Morgan Stanley Smith Barney on the Fixed Income Dealer Sales Desk where he ran the Municipal Bond Dealer Sales desk for MSSB retail and covered multiple broker dealers throughout the US. Before joining Morgan Stanley, Mr. McKenna was at Merrill Lynch as a Vice President-Trader for the Global Wealth Management platform. He began his career as a municipal bond broker at Chapdelaine & Company.
Ms. Ridolfi is focused on U.S. taxable securities, municipal bonds, international sovereign bonds and foreign currencies for the Fixed Income Team. Ms. Ridolfi joined Chilton from Barclays, where she spent three years as an Analyst working in Structured Credit Portfolio Management, Fixed Income Rates Trading, and Product Control. Ms. Ridolfi is a graduate of Syracuse University with a B.S. in Finance & Real Estate.
Eamon Marley is a member of the municipal credit research team in support of the firm’s tax-advantaged strategies. Prior to joining the fixed income research team, Mr. Marley was employed as an accountant by Chilton Trust. Prior to Chilton Trust, he interned at UBS Wealth Management in Sales and Marketing. Mr. Marley received a Bachelor of Business Administration with a concentration in Finance from Elon University.
Francesca Genovesi is a Credit Research Analyst. Ms. Genovesi is a member of the credit research team in support of corporate credit research. Prior to joining Chilton’s fixed income team, Ms. Genovesi was a credit analyst at Knights of Columbus for approximately five years where she worked on investment-grade corporate and municipal credit research across a number of sectors. She received a B.S. in Finance from Fairfield University.
Harry S. Grand is an experienced relationship manager and wealth specialist advising high net worth families, individuals, foundations and family offices. In addition, he works on growth oriented initiatives for the firm and sits on the External Managers Investment Committee. Prior to 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, Mr. Grand was a Client Advisor at Rockefeller & Co., where he was responsible for managing assets for clients. He began his time as the Chief of Staff to the President and CEO and as Manager of Marketing and Sales. Mr. Grand started his career at Thomson Financial, working with Chief Financial Officers of consumer product, restaurant and beverage companies, providing analytical and research support.
Mr. Grand graduated from Hamilton College with a B.A. in World Politics and French and with a minor in Art History. He earned a Masters of Business Administration with a concentration in Finance and Marketing from Columbia Business School. He is fluent in French and holds the Certificat Pratique de Langue Française from the Sorbonne in Paris. Mr. Grand is the co-chair of the Alumni Fundraising Committee for the Rippowam Cisqua School and is a Class Agent for The Taft School, Hamilton College and Columbia Business School.
Sara Bernard is a Vice President and Co-Head of Client Advisory responsible for advising high net worth individual and family relationships. Prior to joining Chilton Trust, Ms. Bernard worked in business development and sales at Trunk Club, a consumer retail start-up company based in Chicago. While in Chicago, she also worked at Jefferies & Company as an Equity Research Associate. Ms. Bernard began her career working in the Research department at Chilton Investment Company as an Equity Research Analyst. She received her B.A. in English Language and Literature from the University of Virginia. Ms. Bernard has also completed trust and estate courses at the Cannon Financial Institute.
Eriko Hashimoto is a Vice President & Co-Head of Client Advisory at Chilton Trust. Prior to joining Chilton Trust, Ms. Hashimoto served as a Client Advisor at Bessemer Trust where she was responsible for advising high net worth families, individuals, foundations and family offices on all aspects of wealth management including investments, trusts, taxes, estate planning and philanthropy. Ms. Hashimoto received her B.A in International Studies from Middlebury College, and a Masters of Business Administration in Finance and Global Business from New York University, Leonard N. Stern School of Business, The Langone Program. She is a Certified Trust and Financial Advisor.
Noah Wimmer is a Vice President – Wealth Advisory Services. Mr. Wimmer is part of the investment sales team at Chilton. Prior to joining Chilton, Mr. Wimmer worked at American Century Investments raising assets in fixed income and equity strategies. Before joining American Century, Mr. Wimmer was at PIMCO Investments in a similar role. He started his career as a futures sales trader at Bear Stearns and Fimat, a business of Societe Generale. Mr. Wimmer received a B.A. in History from Trinity College in Connecticut, where he was a member of the four-time national championship squash team.
Ms. Petre oversees marketing, performance measurement and monthly reporting functionalities, including coordinating and producing customized client portfolio reviews and analyses. Prior to joining Chilton Investment Services, Ms. Petre was the Office Manager for Chilton Investment Company in Stamford, Connecticut. Prior to Chilton, Ms. Petre was a teacher for Larchmont Central School District in New York. She received her BA in Childhood Education and Psychology from Manhattanville College. Ms. Boniello also received her Master’s Degree from the College of New Rochelle.
To serve the diverse needs of our clients, we have broken-down the rigid traditional silos, enabling us to formulate a fresh well-integrated approach to fixed income investing. Our philosophy embraces the global competition for yield. In an ever changing competitive landscape, we recognize the value of independent thought and analysis in shaping our customized strategies. With a tradition of putting clients first, we endeavor to provide a highly interactive client experience.Timothy W.A. Horan, Chief Investment Officer – Fixed Income