Who We Are

Biltmore Capital Advisors is an independent, SEC-registered investment advisor based in Princeton, New Jersey and Boca Raton, Florida. Our focus is helping families, business owners, and corporate executives with substantial assets realize a lifetime of financial goals.

As trusted fiduciaries, Biltmore’s experienced investment professionals are committed to understanding your individual financial circumstances and providing sound long-term solutions with a high level of client service.

Our firm can provide the full range of wealth management services you may require, including investment management, loans, private banking, family office services, and specialized solutions. Biltmore’s financial planning expertise extends to all major life events.

We bring an objectivity to wealth management that avoids many of the potential conflicts which exist at larger firms. Applying a rigorous due diligence process, we are free to choose among the best solutions, lowest-cost investment options, and most cost-effective lenders.

Biltmore partners with world-class custodians, lenders, and other institutions to provide our clients world-class service in custody, trading, banking, performance reporting, and more. All with the touch of an investment and financial planning boutique.

Meet Our Leadership Team

Experienced. Independent. Trusted fiduciaries. Biltmore is committed to understanding your financial circumstances and providing sound long-term solutions with a high level of client service.

Our team of seasoned investment professionals at Biltmore Capital Advisors brings decades of experience at some of Wall Street’s most respected firms to help our clients and their families realize a lifetime of financial goals. You can expect more with Biltmore.

D. Tyler Vernon 
CEO

Dr. Donald Chambers
CIO

Timothy Ralph
COO

Executive Team Biographies

  • D. Tyler Vernon
  • Dr. Donald Chambers
  • Timothy Ralph

Dr. Don Chambers, Chief Investment Officer
Biltmore Select Portfolios

An Introduction

Donald R. Chambers is the Chief Investment Office (CIO) of Model Portfolios at Biltmore Capital Advisors. He also currently serves as the Associate Director of Programs at the Chartered Alternative Investment Analyst Association.

Prior to joining Biltmore, Dr. Chambers performed   the following roles:

  • A consultant in risk management at The Bank of New York
  • Various positions at Karpus Investment Management of Pittsford, NY (including Director of Alternative Investments and Director of Equities)

Educational Pedigree

Dr. Chambers boasts the below academic achievements:

  • The Walter E. Hanson KPMG Professor of Finance at Lafayette College for 25 years
  • Academic roles at both Penn State University and Duke University
  • A BS in accounting from Binghamton University
  • A PhD in finance from the University of North Carolina at Chapel Hill

An Accomplished Author

Dr. Chambers is credited with works such as:

  • Lead author of the 923- page CAIA Level I: Alternative Investments.
  • Lead author of Alternative Investments: A Primer for Investment Professionals, published in 2018 by the CFA Institute. He has earned the CAIA Charter, as a member of the first group of candidates to complete the requirements
  • Published numerous articles and books on investments, corporate finance, and risk management
  • Five of his research studies appeared in the top five finance journals, including “Index Option Returns: Still Puzzling” in The Review of Financial Studies (June 2014)
  • Books, including the college-level textbook “Modern Corporate Finance: Theory and Practice
  • Contributor to numerous newspapers and magazines

Other Renowned Media Accomplishments

Dr. Chambers’ expertise also expands to broadcast media:

  • Numerous national TV appearances (including CNBC)  
  • A regular on 45Fortune
  • An expert witness in over 50 court cases and arbitrations regarding investment disputes

Accolades

Tyler Vernon has been profiled in The Wall Street Journal, The New York Times, Seeking Alpha, CNNMoney, Yahoo Finance, and other prominent financial publications.

He has been interviewed about Biltmore’s views of financial markets on national broadcasts of CNBC, FOX Business News, and Bloomberg Television.

Chief Investment Officer Dr. Donald Chambers has published over fifty articles and several books on investments, corporate finance, and risk management. Most recently, he co-authored the third edition of “An Introduction to Core Topics in Alternative Investments” and the seventh edition of “Modern Corporate Finance: Theory and Practice”.

Dr. Chambers has enjoyed a distinguished academic career as the Walter E. Hanson KPMG Professor of Finance at Lafayette College in Easton, Pennsylvania.

Biltmore Managing Director Tim Ralph has been quoted in CNNMoney.com and The Street.com.

Working With Biltmore

As an independent financial planning and asset management boutique, Biltmore takes the time to understand your unique financial circumstances and individual needs and goals. Our solutions are carefully customized for each of our clients.

Your Family CFO

As an independent financial planning and asset management boutique, Biltmore takes the time to understand your unique financial circumstances and individual needs and goals. Our solutions are carefully customized for each of our clients.

Think of your Biltmore Financial advisor as your family CFO. In an initial meeting, they will lead a private, in-depth conversation to understand important aspects of your financial situation, including investment experience, market knowledge, tax status, risk tolerance, liability structure, income streams, insurance, estate planning, and more.

Your financial advisor will uncover risks and opportunities specific to your situation. The risks could be concentrated stock positions, inadequate retirement savings, lack of portfolio diversification, obligations to elderly parents, or insurance risks of younger family members.

Many clients will have opportunities, such as a recent IPO of company stock, a higher-paying job, an inheritance, or the sale of a family-owned business, to name a few.

After understanding all the variables of your financial life, our Biltmore planning team will come back with specific solutions to take advantage of opportunities, mitigate your risks, and develop investment portfolios that will help you and your family realize their financial goals.

A high level of client service is key to establishing a long-term relationship of trust and understanding at Biltmore. That’s why when clients come to us, they tend to stay with us.

Locations

  • 33 Witherspoon Street in Princeton, New Jersey 
  • 2799 NW 2nd Ave., Boca Raton FL 33487

We work with clients across the United States and in countries around the world.

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