Timothy Weston Applegate Horan
Chief Investment Officer at Chilton Investment Services LLC
Profile
Mr. Timothy W.
Horan is an Executive Vice President & Chief Investment Officer of Fixed Income at Chilton Investment Services LLC and an at Chilton Trust Co. LLC.
With over 30 years of experience, he is a specialist in fixed income investing, ranging from municipal and US taxable securities to international bonds and currencies.
He leads a team of nine professionals managing client assets across a variety of strategies including intermediate liquidity, tax-advantaged, taxable, international and global.
Prior to joining Chilton Trust, Mr. Horan was a Managing Director at Morgan Stanley Smith Barney and served as Chief Investment Officer of MSSB’s Fixed Income Investment Advisers, providing customized portfolio management to ultra-high net worth private clients, charities, endowments, foundations, and family offices, primarily in North America, the Caribbean and Latin America.
Earlier, he led Morgan Stanley’s Private Wealth Management Fixed Income business in London serving European, Middle Eastern and Swiss private bank clients.
Before joining Morgan Stanley, he was Director of International Fixed Income at Lord Abbett & Co. He also held senior management positions in fixed income and foreign exchange portfolio management at Credit Suisse, Aubrey G.
Lanston & Company, Inc. and Bankers Trust.
He began his career at the Federal Reserve.
During the Volcker years, he was an Economist in the Sovereign Debt Unit at the New York Fed, working on the debt restructuring of Brazil, Mexico and Argentina.
Following the Plaza Accord, he also served as a foreign exchange trader for the Federal Reserve Bank of New York.
Mr. Horan earned an AB with honors in Economics and History from the University of Pennsylvania, Wharton-Sloan Program.
He was an Andrew Mutch Scholar in Economics and Politics at the University of Edinburgh and holds a post graduate law degree from the University of Cambridge.
Timothy Weston Applegate Horan active positions
| Companies | Position | Start |
|---|---|---|
Chilton Investment Services LLC
 Chilton Investment Services LLC Investment ManagersFinance Chilton Investment Services LLC (CIS) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard Chilton, Jr. in 2010 and is owned by Chilton Trust, Inc. CIS provides investment advice and portfolio management services to several private investment funds that generally are structured as US limited partnerships or corporations (CIS Funds). | Chief Investment Officer | 2012-01-02 |
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. | Chief Investment Officer | - |
Former positions of Timothy Weston Applegate Horan
| Companies | Position | End |
|---|---|---|
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | 2012-01-01 |
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Corporate Officer/Principal | 1991-12-30 |
| Federal Reserve Bank of New York | Corporate Officer/Principal | - |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Aubrey G. Lanston & Co., Inc.
 Aubrey G. Lanston & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Aubrey G. Lanston & Co., Inc. provides accounting services. The private company is based in New York, NY. | Corporate Officer/Principal | - |
Training of Timothy Weston Applegate Horan
| University of Pennsylvania | Undergraduate Degree |
| University of Cambridge | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Chilton Investment Services LLC
Chilton Investment Services LLC Investment ManagersFinance Chilton Investment Services LLC (CIS) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard Chilton, Jr. in 2010 and is owned by Chilton Trust, Inc. CIS provides investment advice and portfolio management services to several private investment funds that generally are structured as US limited partnerships or corporations (CIS Funds). | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
Lord, Abbett & Co. LLC
Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Finance |
Credit Suisse (New York Securities Branch)
 Credit Suisse (New York Securities Branch) Investment Banks/BrokersFinance Credit Suisse (New York Securities Branch) is based in New York, NY. Part of UBS Group AG, Credit Suisse (New York Securities Branch) is a company that provides investment banking and asset management services. | Finance |
Aubrey G. Lanston & Co., Inc.
Aubrey G. Lanston & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Aubrey G. Lanston & Co., Inc. provides accounting services. The private company is based in New York, NY. | Commercial Services |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Miscellaneous |
| Federal Reserve Bank of New York | Government |
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 |
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