Thomas L. Walsh, Jr., CFA

Mr. Walsh joins Chilton Trust as a Senior Vice President with nearly 20 years of experience working with ultra-high net worth individuals and families to deliver thoughtful and integrated solutions meeting the complex and sophisticated financial needs of his clients. Thomas has expertise helping clients navigate the wealth transfer and estate planning landscape, next generation and family education, tax planning, as well as ensuring each client’s philanthropic legacy has maximum impact. A CFA Charterholder and honors graduate of Cannon Trust School, Thomas brings a deep commitment to the highest standards of ethics, education, and professional excellence.

Prior to joining Chilton Trust, Thomas served as a Principal and Senior Client Advisor at Bessemer Trust where he led a team that advised and implemented strategies for clients in the areas of investment management, estate planning/wealth transfer, tax planning, and philanthropy. He was a senior member of the firm’s Officer Committee and Florida Trust Committee. Thomas began his career with an investment focus as a Portfolio Analyst with a Sarasota based RIA and later as a Portfolio Manager with Northern Trust.

Thomas received his MS Finance from the Kelley School of Business at Indiana University and BS Finance from the Lutgurt College of Business at Florida Gulf Coast University, where he graduated Magna Cum Laude. Additionally, he has earned the CFA Charterholder designation and is an honors graduate from the Cannon Trust School. He is a member of the CFA Institute and CFA Society of Naples, where he served as a past board member.

Thomas enjoys teaching and mentoring and has served as an adjunct professor of Finance at Florida Gulf Coast University and remains actively involved with the college of business as a mentor and guest speaker. Thomas resides in Naples, Florida with his wife and three children.