Chilton Capital Management LLC

Timothy Lootens is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation with 21 years of industry experience. He has been with Chilton Capital Management and its predecessor entities since 2007. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research approach across various dedicated strategies and offers integrated financial planning and limited-scope ERISA 3(21) fiduciary services.

Zachary Goodrow is a Series 65-licensed advisor at Chilton Capital Management LLC with one year of industry experience. Prior to joining Chilton in 2024, he held roles at Venturi Private Wealth and Ci Stavis & Cohen Private Wealth. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research process across multiple dedicated strategies and offers integrated financial planning and fiduciary services, including trustee functions through its affiliated trust company.

Gabriel Carbone is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Chilton Capital Management, he worked at Avidian Wealth Enterprises, LLC for one year and spent several years affiliated with Thomas Howell Ferguson. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts, employing a fundamental, bottom-up research approach focused on long-term capital growth and income across various dedicated strategies. The firm integrates financial planning and offers trustee services through its affiliated trust company, along with managing and sub-advising registered investment companies.

Michael Stavar is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Chilton Capital Management since 2011 and previously worked at OFI Global Institutional, Inc. from 2002 to 2007. Outside of his advisory role, Stavar is the CFO and minority owner of JMC Global, a logistics company. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research approach focused on long-term capital growth and income, offering a range of dedicated strategies and integrating financial planning alongside ERISA 3(21) fiduciary services.

David Underwood Jr. Jr. is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has worked at Chilton Capital Management and its predecessor firm since 2003. Outside of his advisory role, he serves as a director in a family business involved in the oil industry. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts, employing a fundamental, bottom-up research approach focused on long-term capital growth and income. The firm integrates financial planning and offers ERISA 3(21) fiduciary services, along with managing and sub-advising registered investment companies.

Frank Wozencraft is a CFA® charterholder with 24 years of industry experience. He has been with Chilton Capital Management LLC since 2018 and previously worked at Texan Capital Management, Inc. for 17 years. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and institutional investors. The firm employs sector-specialized teams using a fundamental, bottom-up research process and offers a variety of strategies, distinguishing itself with an affiliated trust company and a client base that includes insurance companies and investment company clients.

Laura Genung is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation and 20 years of industry experience. She has worked at Chilton Capital Management, LP since 2005 and previously at Chilton Capital Management Advisors, Inc. from 2007 to 2012. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research approach with dedicated investment strategies and offers additional trustee and fiduciary services through its affiliated trust company.

Jennifer Marshall is a financial advisor at Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. She has been with Chilton Capital Management since 2020 and previously worked at Westwood Holdings Group, Inc. for 20 years. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and institutional investors. The firm employs sector-specialized teams and a fundamental, bottom-up research process focused on long-term capital growth and income, offering a variety of investment strategies and serving clients such as insurance companies and registered investment companies.

Matthew Werner is a CFA® charterholder based in Houston, TX, with 15 years of experience in the financial industry. He has been with Chilton Capital Management LLC since 2011. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research approach across various dedicated strategies and integrates financial planning into its wealth management offerings.

Bradley Eixmann is a CFA® charterholder with 12 years of industry experience. He has been with Chilton Capital Management LLC since 2017 and previously worked at GlobeScan Capital, Inc. from 2014 to 2017. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and institutional investors. The firm employs sector-specialized teams using a fundamental, bottom-up research approach with a multiyear holding horizon, offering a variety of strategies such as REIT, tax-exempt fixed income, growth and income, and options-based defined risk approaches.

Kurt Cooperrider is a financial advisor at Chilton Capital Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with Chilton Capital Management in various capacities since 2013. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm uses a fundamental, bottom-up research process focused on long-term capital growth and income, offering dedicated strategies and integrated financial planning along with fiduciary services for retirement plan sponsors.

Patricia Barrett is a CFP® professional at Chilton Capital Management LLC with one year of industry experience. She previously worked at Lifetime Planning LLC for five years. Chilton Capital Management provides discretionary portfolio and wealth management primarily to individuals, high-net-worth clients, and institutional accounts, utilizing a fundamental, bottom-up research process focused on long-term capital growth and income. The firm offers a range of strategies and integrates financial planning with fiduciary services, including trustee and sub-advisory capabilities.

Sean Nimmo is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His prior work includes roles at Credit Suisse Securities and Lehman Brothers. Outside of his advisory work, he serves on the Trust Committee of Chilton Capital Management Trust Company and co-manages a horse boarding facility with his spouse. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research process focusing on long-term capital growth and income, and offers integrated financial planning, fiduciary trust services, and management of registered investment companies.

Bruce Garrison is a CFA® charterholder with 15 years of experience in the financial industry, currently serving at Chilton Capital Management LLC since 2011. He previously worked briefly with Salient Capital Advisors, LLC in 2011. Outside of his advisory role, he serves as a director and audit committee member for a real estate development company. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research approach focused on long-term capital growth and income, offering dedicated strategies across equities, fixed income, ETFs, and alternative investments.

Brandon Frank is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Chilton since 2017 and previously worked at Globescan Capital from 2004 to 2017. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and institutional investors. The firm employs sector-specialized teams using a fundamental, bottom-up research process with a multiyear holding horizon and offers a range of strategies, including REIT, tax-exempt fixed income, growth and income, and options-based defined risk approaches.