George David Phelps Hamar
Portfolio Manager-Aktien bei Chilton Trust Co. LLC
Profil
Mr. George David P.
Hamar is a Managing Director at Chilton Trust Co. LLC.
With over 25 years of wealth advisory experience, he has extensive experience in all aspects wealth management and planning.
His entire career has been focused on planning and wealth management for ultra high net worth individuals and their related entities.
His investment management related experience has included all aspects of traditional and alternative investment portfolio construction and supervision and related relationship management for ultra high net worth individuals, trusts and foundations.
His wealth advisory activities have included, in addition to co-chairing Silvercrest’s Family Office Services Group, all aspects of tax compliance and planning, financial and philanthropic planning and family office services, IRS audits and appeals and U.S.
Tax Court and Federal District Court litigation.
Prior to joining Chilton, Mr. Hamar was a Managing Director, Portfolio Manager and co-chairman of Family Office Services at Silvercrest Asset Management Group LLC.
Prior to Heritage Financial Management, LLC’s merger with Silvercrest in 2005, was a Managing Director, Portfolio Manager and Head of the Family Office Tax Group at Heritage.
He previously founded and served as President of Hamar Capital, Limited, a tax and financial advisory firm, which merged with Heritage Financial Management in 2001.
He began his career with Price Waterhouse and Dewey Ballantine.
Mr. Hamar is a graduate of the University of Virginia School of Law and Old Dominion University.
He is a CPA.
Aktive Positionen von George David Phelps Hamar
Unternehmen | Position | Beginn |
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Chilton Trust Co. LLC
Chilton Trust Co. LLC Investment ManagersFinance Founded in 2010, Chilton Trust Co. LLC is an investment advisor located in Palm Beach, Florida. The firm is a subsidiary of Chilton Investment Co. LLC, a global asset management firm and hedge fund manager with offices in Stamford, Connecticut and New York City. Chilton Trust Co. provides wealth management services to ultra high net-worth individuals. Their services include asset allocation advice, as well as portfolio management services such as separately managed accounts, tax advice and trust/estate planning. | Portfolio Manager-Aktien | 01.10.2013 |
Ehemalige bekannte Positionen von George David Phelps Hamar
Unternehmen | Position | Ende |
---|---|---|
Silvercrest Asset Management Group LLC
Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Portfolio Manager-Aktien | 30.04.2013 |
Heritage Financial Management LLC
Heritage Financial Management LLC Investment ManagersFinance Founded in 1929, Heritage Financial Management LLC is a registered investment firm that manages assets for individuals and families. They are located in Charlottesville, Virginia. | Portfolio Manager-Aktien | - |
Ausbildung von George David Phelps Hamar
University of Virginia | Graduate Degree |
Old Dominion University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Heritage Financial Management LLC
Heritage Financial Management LLC Investment ManagersFinance Founded in 1929, Heritage Financial Management LLC is a registered investment firm that manages assets for individuals and families. They are located in Charlottesville, Virginia. | Finance |
Silvercrest Asset Management Group LLC
Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Finance |
Chilton Trust Co. LLC
Chilton Trust Co. LLC Investment ManagersFinance Founded in 2010, Chilton Trust Co. LLC is an investment advisor located in Palm Beach, Florida. The firm is a subsidiary of Chilton Investment Co. LLC, a global asset management firm and hedge fund manager with offices in Stamford, Connecticut and New York City. Chilton Trust Co. provides wealth management services to ultra high net-worth individuals. Their services include asset allocation advice, as well as portfolio management services such as separately managed accounts, tax advice and trust/estate planning. | Finance |