In-house investment strategies for enduring performance
about our firm
Chilton takes pride in its ability to consistently exceed financial performance objectives with our in-house investment strategies. Our team is committed to protecting the legacies of our individual clients, institutions, family offices, foundations, endowments, and trusts by taking anticipatory action in our investing strategies.
Pursuing growth and excellence
at every turn since 1996
Since its inception in 1996, Chilton Capital Management has pursued growth and excellence at every turn. As the firm underwent decades of acquisitions and management transitions, Chilton remained steadfast in its mission to exceed clients’ expectations in performance, people and processes.
The growth of the firm led to expansions in Chilton’s investment strategies and human workforce capabilities. Today, Chilton Capital Management continues its legacy of always striving for outstanding risk-adjusted returns as one of Houston’s leading wealth management firms with a growing client base of over $3 billion AUM.
Purpose-Built Strategies for Long-Term Results
With our team's diverse background in research and portfolio management, in-house stock picking, asset management, REIT strategies and individual investment identification, we are well-versed in tailoring experiences specific to your individual financial objectives.
$0B+
assets under management
0
years in business
Top 0
financial advisory firms in the u.s.
Top-notch team of financial experts
Transparent communication
Trustworthy, honest and of high integrity
Taking care of you when it matters most
At Chilton, you are not just a client―you are part of the Chilton family. We treat your financial future like it is our own, tailoring individualized solutions to protect your financial legacy for years to come.
our people
Hands-on service and client education
Why Chilton?
Proactive financial planning
Anticipatory capital management strategies
Sound investment solutions
Over $3 billion in assets under management
Over 29 years of exceptional portfolio results
With a long-standing history of exceptional portfolio performance, we take pride in our ability to consistently achieve our clients' financial objectives through proactive financial management and investment strategies.
our performance
Why Chilton?
Protection, planning, and peace of mind
Comprehensive capital management services
Building and managing multi-generational wealth
With our suite of in-house wealth management, financial planning, trust, and institutional investment strategies, we are able to accommodate a wide variety of financial goals. Our proven process speaks for itself.
our process
Individualized investment strategies utilizing risk analysis
Tax aware investment process
Why Chilton?
Excellence through teamwork
At Chilton, we pride ourselves on the level of service that we provide. Our tenured and seasoned professionals are committed to providing the best performance and experience to our clients. In the end, our goal is that our clients will view us as more than partners in their financial journey. Many of our clients consider us friends and family, and that is what Chilton is all about.
OUR PEOPLE
Chief Executive Officer
David Underwood
READ BIO
David M. Underwood, Jr. is currently President and Chief Executive Officer of Chilton Capital Management LLC in Houston, Texas and President of Chilton Capital Management Trust Company, also in Houston. He has held positions at Duncan-Smith Co. in San Antonio, St. John’s School in Houston and Legg Mason Wood Walker, Inc. in Houston. Mr. Underwood holds a BA in Economics from Southern Methodist University and a Masters in Mathematics Education from the University of Houston.
Mr. Underwood has served on the boards of the following non-profit organizations: Palmer Drug Abuse Program, Woodberry Forest School (Virginia), AIDS Foundation Houston and Houston Methodist Research Institute. He currently holds board positions on the following non-profit organizations: Fondren Foundation, UT Health Development Board, Holly Hall Retirement Community, River Oaks Baptist School Endowment Fund, Family Houston, Houston Methodist Hospital and re:MIND Depression and Bipolar Support (formerly DBSA Greater Houston), as well as, the Capital Campaign Steering Committees of Houston Methodist Hospital, River Oaks Baptist School and SER – Jobs for Progress. Mr. Underwood is a Senior Fellow of American Leadership Forum, Class XXX.
Mr. Underwood’s interests include golf, running and traveling. He is married to Christine M. Underwood and he has two daughters and two sons.
senior management / OFFICERS
READ BIO
President & Trust Officer
Laura Leman Genung, J.D.
Laura Genung is President and Trust Officer at Chilton Capital Management. She also serves as Vice President on the Chilton Capital Management Trust Company Board. Laura is a licensed attorney with over 22 years of trust and wealth management experience.
Laura’s expertise encompasses, retirement accounts, FLPs, trusts, and estates, Her broad range of clients includes families, business owners, physicians, attorneys, and artists. She is passionate about maintaining family harmony when transitioning generational wealth.
Laura holds a BJ in Journalism from the University of Texas at Austin, and earned her Juris Doctor from the University of Houston Law Center. She is a member of the Probate, Trusts and Estates Section of the Houston Bar Association. Other professional affiliations include the Houston Estate and Financial Forum and Attorneys in Tax & Probate.
A native Houstonian and mother of four, Laura enjoys serving the local community. She is a member of National Charity League’s Memorial Chapter, and a long time Girl Scout troop leader. She has also served as a volunteer for Hunters for the Hungry, Kid’s Meals, the Houston Food Bank, and various SBISD schools over the past 15 years.
senior management / OFFICERS
senior management / OFFICERS
John E. Robertson
Managing Director
READ BIO
Mr. Robertson joined Chilton Capital Management in 2007. His previous associations include Dyer, Robertson & Lamme, of which he was a co-founder, and Alaska Interstate Company.
Mr. Robertson received a BA from Southern Methodist University and an MBA from The Wharton School of the University of Pennsylvania.
READ BIO
Managing Director & Trust Officer
Tim Lootens CFP® , CPWA®
Tim Lootens is a Wealth Advisor and Trust Officer who works with high net wealth individuals and trust beneficiaries to plan for their financial future. Tim knows from experience that there are many personal and industry impediments to achieving one’s financial ambitions and works closely with each client to identify their goals and, together, determine the best path to reaching those goals. In advising a wide range of clients in varying circumstances, Tim has learned that there is no “one-size fits all” fix when it comes to providing wealth management and financial planning advice. Through his vast experience, Tim knows that the ability to truly listen to his clients and bring peace to their financial lives has enabled him to become his clients’ Trusted Advisor.
During his career, Tim has been fortunate to spend time as an investment analyst, a portfolio manager and a wealth advisor. His previous career in the healthcare industry enables Tim to advise his Investment Team on investments in that industry as well as assist clients and others in navigating personal healthcare issues. Tim is a Certified Financial Planner, having achieved the CFP ® designation in 2014. In addition, Tim earned the Certified Private Wealth Planner designation in 2018. By utilizing financial planning software, his experience and other tools, Tim is able to help clients visually see what their future can be and highlight the steps to get there.
Tim holds a BS in Psychology and a Masters in Healthcare Administration, both from Xavier University in Ohio. Additionally, Tim holds a Masters in Business Administration from The University of Texas at Austin.
senior management / OFFICERS
Brandon J. Frank
Chief Financial Officer & Portfolio Manager
Chief Compliance Officer
A. Chris St. Paul
READ BIO
Brandon Frank is a Portfolio Manager for the Growth & Income strategy, an offering at Chilton that has long helped clients meet their financial objectives. After spending nearly 18 years in the financial services industry, Brandon understands that an investment process emphasizing fundamental research, objectivity, and the ability to take a long-term view is critical in meeting these objectives.
Brandon’s extensive background in financial analysis, business modeling, accounting, portfolio construction, and risk management strategies has led to superior long-term investment performance for portfolios under his direction. In addition, Brandon’s experience in managing multiple asset classes throughout various market cycles makes him uniquely qualified in his role as a steward of your investment capital.
Brandon has a BA in Finance, International Business, and Marketing from Florida State University and an MBA with a concentration in Finance from The University of Texas at Austin.
READ BIO
Chief Compliance Officer
Mr. St. Paul serves as Chilton’s Chief Compliance Officer. Prior to joining Chilton in 2011 he was employed by Credit Suisse/First Boston from 1987 to 2010 and managed the firm’s Institutional Equity Southwest Regional offices from 1994 through 2010. His career experience also includes the Trust Investment Department at the First National Bank of Commerce, New Orleans.
Mr. St. Paul has a BS in Finance from Louisiana State University. He also serves on several of the firm's committees including the Investment Policy Committee.
He and his wife grew up in New Orleans, Louisiana and relocated to Texas in 1987. Both love their New Orleans heritage, but call themselves proud Texans! All three of their children were raised in Houston beginning in 1996. He enjoys his wife, kids and granddaughter, golf, fishing, hiking, cooking, and beautiful sunsets on West Galveston Bay.
A. Chris St. Paul
Your financial future starts here.
1177 West Loop South, Suite 1750
Houston, Texas 77027
(713) 650-1995
