Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Timeline
Generic

Thomas Trenchard

Palm Beach,FL

Summary

Significant experience in wealth management, private banking and institutional sales with a focus on Ultra-High-Net-Worth clients. Proactively identify and source potential UHNW clients through extensive networking, referrals and market research. Proven ability to build and maintain relationships in the community and UHNW space including key influencers and centers of influence with a strong record of closing high value opportunities. Committed to maintaining confidentiality and adhering to the highest ethical standards while articulating financial concepts both verbally and in writing.

Overview

26
26
years of professional experience

Work History

Senior Vice President

Chilton Trust Company
Palm Beach, FL
02.2019 - 01.2025
  • Moved from NYC to Palm Beach office to bolster new business and mentor associates
  • Focused efforts from Stuart to Fort Lauderdale with Jupiter, Palm Beach Gardens, WPB and FT. Lauderdale as primary geographical calling area
  • Built a strong pipeline of new business opportunities while establishing myself in the markets referenced above
  • Leveraged existing relationships and networked with new referral sources

Vice President

Evercore Wealth Management
New York, NY
10.2013 - 02.2019
  • Recruited to build new relationships in lower Fairfield county and NYC through extensive calling efforts with established COI's and business relationships
  • Worked with Investment Banker's internally to seek referrals
  • Implemented strategic offerings to enhance company's suite of products and services

Private Client Advisor

U.S. Trust
Hartford, CT
07.2005 - 04.2013
  • Lead a team of specialist's working exclusively with High-Net-Worth individuals and families throughout the United States. Provided investment management , custom credit, trust and fiduciary solutions while providing "high touch" client service as the quarterback of the relationship
  • Primary focus was on new business development in the affluent markets in and around Hartford and Litchfield counties

Director

Wachovia Bank
New York, NY
06.1999 - 06.2005
  • Partnered with the Global Corporate Investment Banking Group and Middle Market banker's to enhance overall relationships and generate revenue through the sales of: Institutional Custody,Securities Lending, Qualified and (Non) Qualified retirement plans and short term Fixed Income Solutions
  • Banking sectors included: Defense/Aerospace, Healthcare, Financial Institutions, Retail and Media/Entertainment

Education

Bachelor of Science - Education

Jacksonville University
Jacksonville, FL
05-1982

Skills

  • $500k to $900k Historic Annual Fee Production
  • $200M Average Assets Under Management
  • $100M Average Family Net Worth
  • Focus on Entrepreneurs and Closely Held Businesses
  • Professional Partners: CPA’s, Law Firms, Risk Managers
  • Other Referral Sources: City Leaders, Business Owners, Board Members/Non-Profits, Yacht, RE and Auto Brokers and Private Schools

Affiliations

  • Volunteer work: Catholic Charities, Palm Beach County Food Bank and the Big Dog Ranch Rescue
  • Avid golfer, tennis player and swimmer
  • Enjoy watching NCAA football
  • Always on the lookout for ways to help the less fortunate

Accomplishments

  • Chilton Trust: Qualified for Bonus compensation each year
  • Evercore: Top performer in sales
  • US Trust: Nationally recognized 3 of 5 years for sales performance
  • Wachovia: National and Regional Top Performance recognition

Timeline

Senior Vice President

Chilton Trust Company
02.2019 - 01.2025

Vice President

Evercore Wealth Management
10.2013 - 02.2019

Private Client Advisor

U.S. Trust
07.2005 - 04.2013

Director

Wachovia Bank
06.1999 - 06.2005

Bachelor of Science - Education

Jacksonville University

Similar Profiles

CREATE PROFILE
Thomas Trenchard