Headquarters:
Bankwest Place, Perth CBD, WA
Year founded:
1996
Number of employees:
25
Phone:
(713) 650 1995
Email:
enquiries@rethinkfinancing.com.au
Website:
chiltoncapital.com
LinkedIn:
linkedin.com/company/chilton-capital-management
“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”
Saray Uribe,
CharSan Insurance & Consulting
David M. Underwood Jr.
Chief Executive Officer
Laura Leman Genung, JD
President and Trust Officer
John E. Robertson
Managing Director
Leadership
David M. Underwood, Jr. is the CEO of Chilton Capital Management LLC and president of Chilton Capital Management Trust Company, both based in Houston, TX. With a focus on delivering exceptional wealth management and trust services, he leads the firm with vision and expertise.
Underwood’s commitment to excellence extends beyond his professional role, as he actively serves on several non-profit boards, including the Fondren Foundation and Houston Methodist Hospital. His leadership and dedication make him a pivotal figure in both the financial and philanthropic communities of Houston.
Chief Executive Officer
David M. Underwood, Jr.
Laura Genung is the president and trust officer at Chilton Capital Management LLC and vice president of Chilton Capital Management Trust Company. With over 25 years of experience in trust and wealth management, she has significantly influenced the firm’s approach to client service, client education, and tax management. She has broad experience with taxable accounts, retirement accounts, FLPs, trusts, and estates.
Genung’s expertise serves a diverse client base, including families, business owners, physicians, attorneys, and artists. She is dedicated to preserving family harmony through generational wealth transitions. Active in the Houston community, she is a member of several professional organizations and volunteers with local charities.
President and Trust Officer
Laura Leman Genung, JD
John Robertson is the managing director at Chilton Capital Management, where he has been a key member since 2007. Prior to joining Chilton, he co-founded Dyer, Robertson & Lamme and held a position at Alaska Interstate Company. With a strong background in finance and management, he has significantly contributed to the firm's strategic growth and client success.
Robertson holds a BA from Southern Methodist University and an MBA from The Wharton School of the University of Pennsylvania. His extensive experience and leadership continue to drive excellence at Chilton Capital Management.
Managing Director
John E. Robertson
“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”
Saray Uribe,
CharSan Insurance & Consulting
Leadership
“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”
Saray Uribe,
CharSan Insurance & Consulting
Leadership
Tim Lootens
Managing Director and Trust Officer
Tim Lootens is a wealth advisor and trust officer at Chilton Capital Management, where he specializes in helping high-net-worth individuals and trust beneficiaries plan for their financial futures. With extensive experience in investment analysis, portfolio management, and healthcare, he offers tailored wealth management solutions. He is a Certified Financial Planner® (CFP®) and holds the Certified Private Wealth Advisor® (CPWA®) designation.
Lootens leverages advanced financial planning tools to provide clients with a clear vision of their financial goals and the steps needed to achieve them. His expertise ensures personalized and effective financial strategies for each client.
Managing Director and Trust Officer
Tim Lootens
Andrew Tan
Broker
A highly regarded commercial finance specialist at Rethink Financing, Andrew Tan empowers clients to achieve their financial goals. Awarded the 2023 Elite Broker Rising Star Award by Outsource Financial and the 2023 Elite Broker Award by CBA, he brings over 12 years of corporate experience honed at KPMG and finance leadership roles held across ASX 50 companies. Leveraging his extensive corporate experience and chartered accountant background, he develops unique strategies that unlock the full potential of each client’s property portfolio, exceeding traditional financing limitations. Tan’s unwavering commitment to exceeding client expectations fosters collaborative partnerships, solidifying his position as a trusted adviser and a valuable asset for achieving long-term success.
Broker
Andrew Tan
Chilton Capital Management LLC, founded in 1996 and based in Houston, TX, is a distinguished independent, employee-owned investment advisory firm and trust company. It is dedicated to serving individuals, families, and institutions with a singular focus: to be Purveyors of Trust and Preservers of Wealth.
Chilton’s mission is to provide highly specialized investment strategies and fiduciary services tailored to meet the unique goals and requirements of each client, ensuring outstanding performance and personalized service.
Chilton is proud of a hands-on approach that sets it apart from the passive, cookie-cutter solutions prevalent in today’s investment landscape. The investment team conducts in-depth analyses of individual companies and offerings with a strong emphasis on risk management. This meticulous approach ensures that they select investments aligned with the firm’s rigorous processes, delivering superior returns.
On the trust company side, Chilton’s goal is to be flexible, trustworthy, and approachable. The firm strives to build enduring relationships by offering personalized fiduciary services that cater to clients’ diverse needs. This commitment extends to its financial planning services, where it takes the time to truly understand clients’ needs and aspirations, providing tailored solutions that reflect their individual goals.
Chilton encompasses two entities: Chilton Capital Management LLC and Chilton Capital Management Trust Company. Their full-service approach means they often work with clients across multiple generations, embodying the role of a trusted adviser and admired partner.
The independent, employee-owned practice boasts top-tier talent with decades of experience and expertise. The team of 25 professionals includes financial analysts, portfolio managers, fixed-income and equity traders, wealth advisers, and administrative support, with designations such as CFA, CFP, CPA, CPWA, and JD.
Chilton offers a broad range of expertise across equities, real estate investment trusts, taxable and tax-exempt fixed income, and ETFs. Responsibilities are clearly defined to enhance its capabilities: a distinct investment team is dedicated to researching and selecting assets, while the marketing, administration, and client service teams focus on delivering exceptional service to both existing and prospective clients.
More than just a wealth management firm, Chilton is a partner in clients’ journey to prosperity and is committed to excellence in people, performance, and processes.
Dean Nguyen
Broker
Meg Saraswat
Broker
Moushumi Kumar
Broker
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
Dean Nguyen, a trusted finance expert, is poised to guide clients through their financial journey. His approach transcends merely addressing current objectives and requirements; he meticulously incorporates future plans and potential opportunities into the equation.
Nguyen firmly believes that the ultimate goal isn’t just securing a favourable rate but rather optimising financial strategy by selecting the most suitable products and structures. This distinction can yield substantial profits or savings amounting to millions over the span of a 30-year loan term.
With a wealth of experience garnered from his tenure in financial planning, Nguyen also possesses expertise in trusts, SMSFs and SPVs. Beyond the confines of his professional life, you’ll find him cheering passionately at soccer games or embarking on adventures to FIFA or Euro Football tournaments. Recently, he has also embraced his enthusiasm for Python programming.
Broker
Dean Nguyen
Meg Saraswat is an accomplished professional with over seven years of expertise in the banking and financial sector. Her journey began at Genpact (GE Money), where she kicked off her career while concurrently pursuing her accounting and finance degree. Throughout this time, she discovered her passion for mortgage brokering.
Setting Saraswat apart from her peers is her genuine dedication to her clients’ financial prosperity. She takes great pride in guiding them towards financial freedom through strategic investments and bespoke mortgage solutions. Equipped with a master’s degree in accounting, her extensive knowledge further enhances her ability to provide exceptional service to her clients.
From assisting first-time homebuyers to aiding in portfolio expansion, negotiating favourable terms for reduced interest rates and fees, or unlocking equity for future wealth creation, Saraswat is steadfast in meeting all her clients’ mortgage needs. Her professional satisfaction lies in closing deals that demand intricate negotiations and meticulous attention to detail. Her methodical approach ensures a seamless and efficient process, delivering a superior experience to her clients every step of the way.
Broker
Meg Saraswat
Moushumi Kumar stands out as a leading commercial broker at Rethink Financing, recognised with the Elite Broker Award Rising Star by outsource Financial in 2023. With an extensive background exceeding 15 years in commercial banking, including being named the country’s top business banker in her tenure, she brings unparalleled expertise to her role. Her tenure at NAB as a credit consultant saw her entrusted with a delegated lending authority of $30 million, reflecting her exceptional acumen in assessing credit and facilitating substantial lending transactions. Her specialisation in commercial lending and her status as an SMSF lending expert further solidify her reputation as a go-to adviser in the field. Within Rethink Financing, Kumar is valued as an integral team member, contributing her vast knowledge and strategic insights to drive the company’s success and elevate client satisfaction to new heights.
Broker
Moushumi Kumar
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
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Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
Medal
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”
Saray Uribe,
CharSan Insurance & Consulting
“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”
Saray Uribe,
CharSan Insurance & Consulting
“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”
Saray Uribe,
CharSan Insurance & Consulting
employee benefits
regional retail P&C
specialty P&C
underwriting
direct-to-consumer programs
“Alliant has achieved growth in each of these categories via a potent combination of organic growth and strategic acquisitions with plans to continue on this forward trajectory,” explains executive vice president and director, M&A development, Stephen Farr. “Our goal is to achieve strong organic growth, over 10%, augmented by selective and strategic M&A activity.”
Breaking down the specific drivers of growth, Farr adds, “Alliant’s P&C verticals have achieved the highest level of growth in the brokerage space, and the company’s generalist producers have also been a beneficiary by virtue of producing more complex, industry-specific accounts via partnerships with Alliant specialty brokers. Our direct-to-consumer business has been growing at a rapid rate via acquisitions and alignment with other Alliant divisions on cross-selling opportunities.”
The firm enables its team to work effectively with a synergy-creating structure.
Zimmer says, “The Alliant experience is defined by best-in-class teams, service, innovation, and a dynamic and collaborative environment where we work together to achieve powerful, long-term results for our clients and partners. We proactively eliminate walls and silos within our organization, allowing our team members to be both responsive and innovative in their approach to serving clients.”
The firm’s profile was boosted with the launch of Alliant Consumer Group, a dedicated unit housing Alliant’s growing portfolio of consumer-facing operations.
There was also the creation of the Alliant Insurance Foundation in 2023, a charitable, non-profit organization focused on promoting justice and equality by expanding access to opportunities for career growth and advancement for individuals with diverse backgrounds and life experiences.
Alliant also has an active philanthropy program. Across 2023, Alliant professionals collectively raised/contributed:
more than $1 million in funds
over $2.3 million in combined monetary and in-kind donations through an annual World Food Derby initiative
2,320 volunteer hours to numerous deserving organizations, making a significant community impact
Alliant’s progress is set to continue, as underlined by Zimmer, who has confidence in the firm’s people to deliver continued excellence.
“We believe in our business plan, and it has proven successful. We don’t feel the need to change that. Our core business plan will continue to drive the company forward, complemented by new opportunities that may arise in the future.”
Turnaround time – claims
Turnaround time – new business
Overall
