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Tim Lootens
Managing Director and Trust Officer and Board of Managers at Chilton Capital Management LLC
About
Tim Lootens is the Managing Director, Trust Officer, and a member of the Board of Managers at Chilton Capital Management LLC in Houston, TX. In his current role, he leads the firm's trust and wealth advisory functions, specializing in serving high-net-worth individuals and trust beneficiaries with personalized financial and fiduciary services. Lootens is responsible for overseeing investment strategy, client relationship management, and board-level governance across the firm's trust and investment management activities.
Lootens focuses on investment analysis and portfolio management, with particular expertise in publicly traded equity securities, investment-grade credit, government agency debt, and cash management solutions. His professional background also includes experience in healthcare finance, which informs his approach to complex family wealth structures, multi-generational planning, and institutional accounts. Lootens utilizes advanced financial planning tools and deep sector analysis to help clients achieve long-term objectives in equity and fixed income markets.
With an MBA in Finance from Texas McCombs School of Business, a Master of Health Administration (MHA), and a Bachelor of Science in Psychology from Xavier University, Lootens also holds the Certified Financial Planner® (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. His earlier career roles include internship experience at the Teacher Retirement System of Texas and state management at US Oncology, reflecting a breadth of expertise in investment management and healthcare administration. His contributions to the industry include developing specialized wealth management strategies and fostering client trust through tailored fiduciary solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Chilton Capital Management | Managing Director and Trust Officer and Board of Managers | Jun 2003 to Present | Director of Wealth Management for $2 bil Houston-based Registered Investment Advisor firm. Responsible for portfolio administration, client service, financial and estate planning activities for firm's... |
| Teacher Retirement System of Texas | Internship | Jun 2002 to Mar 2003 | Large cap equity analyst for health care sector. Produced an industry report on the managed care industry. |
| US Oncology | State Manager of Managed Care - Texas | Oct 1999 to Aug 2001 | Responsible for negotiating and maintaining payor contracts for providers and facilities for Central, south and Southeast Texas for national oncology provider. |
| Phase 2 Consulting | Consultant | Jul 1997 to Oct 1999 | — |
| UnitedHealth Group | Provider Contracting | Oct 1995 to Jul 1997 | — |
| Humana | Dallas | Jan 1994 to Jan 1995 | — |
Education
Texas McCombs School of Business
MBA, Finance
2001 — 2003
Xavier University
MHA, Healthcare Administration
1991 — 1994
Xavier University
BSS, Psychology
1987 — 1991
Jesuit Dallas
1983 — 1987
Others at Chilton Capital Management LLC (11)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer and Senior Portfolio Manager | Houston, TX , United States | |
B Brandon Frank | Chief Financial Officer and Portfolio Manager | Houston, TX , United States |
| Managing Director | Houston, TX , United States | |
K Keith Trotman | managing director | Houston, TX , United States |
| Senior Analyst | Houston, TX , United States | |
H Harris Rome | Analyst | Haven, KS , United States |
J John Robertson | Managing Director | Houston, TX , United States |
J Julia Cauthorn | Portfolio Manager | Houston, TX , United States |
M Ming Wong | Senior Investment Analyst | Long Beach, CA , United States |
P Patricia Journeay | Portfolio Manager and Analyst | Houston, TX , United States |
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