NEW YORK--(BUSINESS WIRE)--Chilton Trust, a leading privately owned, independent wealth management firm and national trust bank, today announced that David Daniel, Former CEO & Chairman at Spencer Stuart, has been appointed to its Board of Directors. Mr. Daniel will serve alongside Chilton Trust’s other Directors, bringing deep subject matter expertise in governance and senior leadership advisement to the Board.
“I have known David personally and professionally for many years, and have seen firsthand his profound expertise in advising global businesses through various market conditions and economic cycles,” said Richard Lockwood Chilton, Jr., Chilton Trust’s Founder and Chairman. “As the investment management landscape becomes increasingly complex, he will bring a unique perspective to our Board that will be invaluable to our business and our clients.”
As former CEO and Chairman at Spencer Stuart, a preeminent leadership advisory firm, Mr. Daniel was responsible for growing the firm’s global footprint. He served the company for three decades in various leadership positions, first joining as a consultant in the Consumer Practice in 1994. During his tenure as CEO, Mr. Daniel and his leadership team advised clients in board and CEO searches, succession, board effectiveness and senior-level executive assessment. Following his tenure as CEO, Mr. Daniel served as Chair of the Board from 2018 to 2024, having been a board member since 2011. Since completing his final term as Chair, he remains an active partner at Spencer Stuart providing advice on leadership, talent development, and governance.
“I am honored to be joining Chilton Trust’s Board of Directors to contribute to the growth of a leading wealth and investment management firm that provides best-in-class, white glove services to its growing client base,” Mr. Daniel added. “Having spent a majority of my professional career helping global firms grow and strengthen their executive leadership, I look forward to working alongside the other Board members in the best interest of the firm and its clients.”
Presently, Mr. Daniel serves as a Director on the board of Point B, a Seattle-based technology consulting firm. Previously, he served on the advisory boards of the Yale School of Management, the Yale Center for Customer Insights, Alvin Ailey Dance Theater and St. Luke’s School in New Canaan, Connecticut. Mr. Daniel earned his master’s degree in public and private management from the Yale School of Management and a bachelor’s degree from Wesleyan University.
About Chilton Trust
Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, and institutions. Chilton Trust is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of its affiliate, Chilton Investment Company, which was founded three decades ago by Richard Lockwood Chilton, Jr.
Chilton Trust offers a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone national trust company capabilities, consolidated wealth reporting, comprehensive family office services and transactional planning. The firm’s emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with clients. Chilton Trust has approximately $7.8B in assets under management, serving over 265 family relationships.
