Kevin Wells is a financial advisor at Chilton Investment Services, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Sapere Wealth Management, LLC for eight years before joining Chilton in 2020. Chilton Investment Services, LLC offers discretionary and non-discretionary investment management, family-office support, and advisory services to private fund investors, high- and ultra-high-net-worth individuals, and institutional clients. The firm employs a long-term investment approach combining bottom-up fundamental research with top-down macro and relative-value analysis across equity and fixed-income strategies, and manages a notable private-fund business alongside trust company affiliations and institutional sub-advisory roles.

Louise Hopkins is a financial advisor at Sapere Wealth Management, LLC in Charlottesville, VA, holding a Series 65 designation with 16 years of industry experience. She has been with Sapere Wealth Management since 2008. Sapere Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a top-down, global-macro investment approach with an absolute-return focus, combining public equities, registered funds, and privately offered vehicles while emphasizing active liquidity management.

Jeffrey Burton is a financial advisor with Sapere Wealth Management, LLC in Charlottesville, VA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Sapere since 2008 and previously spent time at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Burton also earns commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Sapere Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach focuses on top-down global macroeconomic analysis with an absolute-return orientation, combining various assets in model portfolios designed to manage liquidity and limit drawdowns.