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 since 2007. 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 such as REIT, tax-exempt fixed income, growth and income, and options-based defined risk approaches.

Zachary Goodrow is a financial advisor at Chilton Capital Management LLC with a Series 65 credential and two years of industry experience. He has previously worked at Venturi Private Wealth and Ci Stavis & Cohen Private Wealth. Chilton Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, employing sector-specialized teams that use a fundamental, bottom-up research process with a multiyear holding horizon. The firm offers a variety of strategies and serves a diverse client base, including high-net-worth individuals, insurance companies, and registered investment companies.

Gabriel Carbone is a financial advisor at Chilton Capital Management LLC with a Series 65 designation and experience beginning in 2024. Prior to joining Chilton, he was a student and worked at Thomas Howell Ferguson from 2015 to 2024. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals and institutions. The firm employs a sector-specialized, bottom-up research approach with a multiyear horizon and offers a variety of strategies, including REIT, tax-exempt fixed income, and options-based defined risk approaches.

Michael Stavar is a CFP® with 19 years of experience in the financial services industry. He has been with Chilton Capital Management LLC since 2011 and also serves as CFO and minority owner of JMC Global, a logistics company based in The Woodlands, TX. 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 focused on long-term capital growth and income, offering a variety of strategies such as REIT, tax-exempt fixed income, and options-based defined risk approaches.

David Underwood Jr. is a financial advisor at Chilton Capital Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chilton Capital Management and its affiliated entities since 2007. Prior to that, he worked at Legg Mason Wood Walker, Inc. for over three decades. Outside of his advisory work, he serves as a director of a family business involved in the oil and operations sector. Chilton Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, including high-net-worth individuals and registered investment companies. The firm employs sector-specialized teams using a fundamental, bottom-up research process and offers a range of strategies, including REIT, tax-exempt fixed income, and options-based defined risk approaches.

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 at Chilton Capital Management LLC in Houston, TX, holding a Series 65 designation with 19 years of industry experience. She has been with Chilton Capital Management Advisors, Inc. since 2007 and Chilton Capital Management, LP since 2005. Chilton provides discretionary portfolio management and advisory services to individual and institutional clients, including high-net-worth and non-HNW individuals. The firm uses sector-specialized teams and a fundamental, bottom-up research process 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.

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 with 14 years of industry experience. He has been with Chilton Capital Management LLC since 2011. Chilton Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, employing sector-specialized teams and a fundamental, bottom-up research process. The firm offers a diverse range of strategies and serves a client base that includes insurance companies and investment company clients, supported by its ownership of an affiliated trust company and its role as sub-adviser to mutual funds.

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 in Houston, TX, holding a Series 65 designation with nine years of industry experience. He has been with Chilton Capital Management since 2013. Chilton Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, employing sector-specialized teams and a fundamental, bottom-up research approach with a multiyear holding horizon. The firm is notable for owning an affiliated trust company and serving a diverse client base that includes insurance companies and registered investment companies.

Sean Nimmo is a financial advisor with Chilton Capital Management LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Chilton Capital Management and related entities since 2010 and is a member of the trust committee at Chilton Capital Management Trust Company. Outside of his advisory role, he is co-manager of SNL Stables, LLC, a horse boarding facility operated by his spouse. Chilton Capital Management provides discretionary portfolio management and advisory services to individual and institutional clients, employing sector-specialized teams and a fundamental, bottom-up research approach. The firm offers a range of strategies and serves a diverse client base, including insurance companies and mutual funds, supported by an affiliated trust company and approximately $2.66 billion in regulatory assets under management.

Bruce Garrison is a CFA® charterholder with 14 years of industry experience, currently serving at Chilton Capital Management LLC since 2011. He holds a Series 63 license and participates as a director and audit committee member for Stratus Properties, a real estate development firm. 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 fundamental, bottom-up research with a multiyear holding horizon and offers a range of investment strategies, including REIT and tax-exempt fixed income approaches.

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.

Burton Willingham is a financial advisor at Chilton Capital Management LLC with 22 years of industry experience. He holds a Series 63 designation and has worked previously at Texan Capital Management, Inc. and Moncrief Willingham Energy Advisers, L.P. He has been with Chilton since 2018. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and institutional investors. The firm uses sector-specialized teams and a fundamental, bottom-up research process with a multiyear holding horizon, offering various strategies such as REIT, tax-exempt fixed income, growth and income, and options-based defined risk approaches.