George David Phelps Hamar

George David Phelps Hamar

Portfolio Manager-Equities at Chilton Trust Co. LLC

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Profile

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.

George David Phelps Hamar active positions

CompaniesPositionStart
Portfolio Manager-Equities 01/10/2013
All active positions of George David Phelps Hamar

Former positions of George David Phelps Hamar

CompaniesPositionEnd
Portfolio Manager-Equities 30/04/2013
Portfolio Manager-Equities -
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Training of George David Phelps Hamar

University of Virginia Graduate Degree
Old Dominion University Undergraduate Degree

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31

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5

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Private companies3

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