Third Quarter, 2021
Due to choppiness in the last two weeks of September, the S&P 500 Index ended the third quarter roughly flat. Nonetheless, the Index has delivered a strong...
New & Noteworthy
Explore our latest news and insigts locllay and around the globe.
Latest News
Chevy Chase Trust Ranks on list of CNBC’s Top 100 Financial Advisors 2021
More than 38,000 firms were analyzed on a variety of core data points ranging from compliance records and years in the business to total accounts and assets under management.
President & CEO | Jeff Whitaker
Learn about Jeff Whitaker’s return to the DMV as President and CEO of Chevy Chase Trust, the challenges he’s faced, and the firm’s next big goals.
Barron’s Feature | Jeff Whitaker & Amy Raskin
Read the Barron’s article about Chevy Chase Trust’s global thematic investing as the firm is named to Barron’s 2021 Top 100 RIA Firms list.
President & CEO of Chevy Chase Trust, Jeff Whitaker, joined a panel conversation hosted by Columbia University’s Masters in Wealth Management program. Hear Jeff’s perspective on the growing wealth management industry, its various business models, key challenges and opportunities.
Columbia University’s School of Professional Studies | Jeff Whitaker
Our President & CEO, Jeff Whitaker, discussed what makes Chevy Chase Trust unique, the business model of the future, and his definition of success for the firm in a virtual panel discussion hosted by Columbia University School of Professional Studies.
Chevy Chase Trust Ranks on list of Barron’s Top 100 RIA Firms 2021
At Chevy Chase Trust, we specialize in global thematic investing and planning. And it's working.
Featured: Women in Business
See our Women in Business on page 61 and learn about the roles women play at Chevy Chase Trust.
Investing Advice for 2021 | Marc Wishkoff
Chevy Chase Trust’s Head of Business Development weighs in on inflation and the massive liquidity fueling the financial markets.
Second Quarter, 2021
Stock markets globally continued their spectacular post-pandemic rebound in the second quarter, as economic and earnings growth soared.
America’s Top Women Wealth Advisors 2021 | Deb Gandy
This year's Top Women Wealth Advisors list spotlights top advisors, including our own Deb Gandy.
Chevy Chase Trust proudly presented a virtual experience: French Vistas and the Fascinating Figures Who Inspired Them. The evening was guided by Columbia University professor, Dr. Page Knox.
From Chenonceau, to the Petit Trianon, to Villandry, Chevy Chase Trust transported guests to France during a virtual tour of five French vistas, guided by Dr. Page Knox of Columbia University. Dr. Knox brought to life some of France’s most illustrious historical figures including Marie Antoinette, Catherine de Medici, and Napoleon.
Page Knox is an adjunct professor of Art History at Columbia University and a lecturer at the Metropolitan Museum of Art where she gives public gallery talks and lectures in special exhibitions and the permanent collection, teaches classes and the museum, and leads groups for Travel with the Met.
French Vistas and the Fascinating Figures Who Inspired Them
Allow us to transport you on a virtual journey through five extraordinary French gardens and châteaux: Chenonceau, Versailles, the Petit Trianon, Malmaison and Villandry, guided by Dr. Page Knox.
Panelist Amy Raskin Discusses Capital Markets, Investing and The Economy
How might an increase in the capital gains rate affect the financial markets? Hear Amy Raskin, Chief Investment Officer, examine the possible implications.
The American Families Plan
President Biden laid out his vision for The American Families Plan in his address to Congress. Learn more about the proposed changes.
On Tuesday, April 27, 2021, Chevy Chase Trust proudly partnered with the Virginia Hospital Center Foundation for a virtual program on charitable giving and staying-well strategies. Laly Kassa CFP®, Managing Director, offered insights into the most tax-efficient methods for giving charitably and Dr. Michael Silverman shared insight about the COVID-19 pandemic from the vantage point of the Virginia Hospital Center emergency room.
Click on the link to hear Ms. Kassa describe the most optimal types of assets to give and the benefits of Donor Advised Funds and Dr. Silverman’s insights about the vaccine roll out and staying well while returning to a more active lifestyle.
Optimizing Your Wealth and Health
Charitable Giving Strategies and Maintaining Your Well-Being During COVID-19
How do investors benefit from your approach in times of volatility? At Chevy Chase Trust, our clients speak directly with decision makers allowing for great flexibility. Hear more from Craig Pernick, Head of Fixed Income.
Food for Thought: Fixed Income
What differentiates Chevy Chase Trust’s approach to fixed income investing?
Thematic Investing doesn’t follow common Wall Street practice. And it has made all the difference.
Thematic Investing. The Other way.
Thematic Investing doesn’t follow common Wall Street practice. And it has made all the difference.
Manager of the Decade Designation and Top Gun Ratings | Informa Financial Intelligence
Chevy Chase Trust has been honored with the Manager of the Decade designation and 5 and 6 star Top Gun ratings for its Global Thematic Equity strategy by Informa Financial Intelligence’s PSN manager database.
Best-in-State Wealth Advisors 2021 | Deb Gandy
Congratulations to Deb Gandy, Managing Director, for making the Forbes 2021 list of Best-in-State Wealth Advisors in Maryland.
We are pleased to have Jeff Whitaker join Chevy Chase Trust as our new President and CEO.
Jeff comes to Chevy Chase Trust after holding several leadership roles in wealth and investment management over the past two decades, including at Bridgewater Associates, Berkshire Partners, and the J.P. Morgan U.S. Private Bank. Jeff holds an undergraduate degree from Williams College and an MBA from The Wharton School.
Hear what drew Jeff to Chevy Chase Trust and his thoughts on this exciting next chapter for the firm.
A Message from Jeff Whitaker, our new President & CEO
Hear what drew Jeff to Chevy Chase Trust and his thoughts on this exciting next chapter for the firm.
Chevy Chase Trust | Washingtonian’s Best 2020
Chevy Chase Trust is featured as Marylands’s Best Financial Advisers in Washingtonian Magazine.
Chevy Chase Trust | Account Information
Details regarding the timing and availability of your Chevy Chase Trust account tax forms.
Welcome to our new President and CEO, Jeff Whitaker
“I was drawn to Chevy Chase Trust because of its client-focused culture, its differentiated thematic investment approach, and its committed owner,” said Mr. Whitaker.
12.8.2020 – Chevy Chase Trust was proud to partner with Virginia Hospital Center’s Infectious Diseases expert Dr. Rohit Modak. Learn Dr. Modak’s rules for staying safe during the COVID pandemic.
A Covid 19 Briefing with Dr. Rohit Modak of VHC
Hear about Dr. Modak’s rules to live by, vaccine updates, and much more.
Chief Thematic Investing Themes of the Decade
In Real Assets Adviser, Amy Raskin, CIO, discusses molecular medicine and quantum computing.
Optimizing the client experience at Chevy Chase Trust is critical to what we do. Michael Gildenhorn, Senior Managing Director and Director of Portfolio Management, discusses how our firm provides top-notch customer service for all of our clients.
Food for Thought: The Client Experience
Optimizing the client experience at Chevy Chase Trust is critical to what we do. Michael Gildenhorn discusses how our firm provides top-notch customer service for all of our clients.
View our webinar featuring Amy Raskin, CIO of Chevy Chase Trust, on “Investment Update,” and Dan Clifton, Partner and Head of Policy Research at Strategas, on “The 2020 Election in an Era of Unprecedented Disruption.”
Chevy Chase Trust Webinar | Amy Raskin and Dan Clifton
“Investment Update” and "The 2020 Election in an Era of Unprecedented Disruption."
Shifts in Supply Chains
The logistics behind storing and distributing emerging COVID vaccines is an easily missed but crucial detail in the global medicine supply chain.
Amy Raskin discusses the TINA argument, current valuations, bubble territory and much more.
Amy Raskin, Chief Investment Officer, was a featured panelist on Pillsbury’s webinar on Thursday, September 24. The topic was “Where to from here? Capital markets, credit, and the economy as of September 24, 2020."
Chevy Chase Trust Ranks on list of Barron’s Top 100 RIA Firms 2020
At Chevy Chase Trust, we specialize in global research and thematic investing informed by careful planning, and it's working. Barron's just named us to their 2020 list of Top 100 RIA Firms.
Q & A with Dan Serra CFP®, Vice President
At Chevy Chase Trust, we help clients maintain and grow their long-term wealth. Meet Dan Serra, CFP® and Vice President.
With interest rates low, now may be a good time for transfer of wealth.
Food For Thought: Estate Planning
With interest rates low, now may be a good time for transfer of wealth. Learn about some compelling options.
Chevy Chase Trust: Financial Times 300 Top Registered Investment Advisers 2020
Chevy Chase Trust is proud to announce its top ranking in the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.
Q & A with Marc K. Wishkoff, Head of Business Development
At Chevy Chase Trust, Marc oversees the delivery of Chevy Chase Trust services to clients and coordinates with their legal, accounting and other third-party advisors.
Q & A with Jessica Frommer, Managing Director, Client Services Manager
World-class client service and the day to day client experience set Chevy Chase Trust apart from other Investment Advisory firms. Meet Jessica Frommer, Client Services Manager.
A Conversation with Amy Raskin, CIO
Listen to excerpts from a conversation with Amy Raskin on June 18, 2020.
Listen to nonprofit leaders in the DMW describe how they have pivoted to meet the community’s expanding needs as a result of the COVID-19 shutdown.
Chevy Chase Trust | Philanthropy Webinar
Guest speakers include The Community Foundation of Greater Washington, Manna Food, Mary’s Center and Catholic Charities.
Chevy Chase Trust Ranks: Barron’s Top 50 RIA Firms 2019
At Chevy Chase Trust, we specialize in global research and thematic investing informed by careful planning, and it's working. Barron's Top Financial Advisors recently ranked us among the highest in their Top 50 list.
WASHINGTON (ABC7) —Having recently been named to the Forbes list of Top Women Wealth Advisors, Chevy Chase Trust’s Deb Gandy sat down with ABC7 news anchor Alison Starling to share some financial advice and a bit about Deb’s personal story. She described challenges she faced as a youth in the south during the civil rights movement and her work as one of the financial industry’s first female African American business development officers.
Washington ABC7 News | Deb Gandy
Chevy Chase Trust’s Deb Gandy sat down with ABC7 news anchor Alison Starling to share some financial advice and a bit about Deb’s personal story.
To Take or Not to Take: RMDs in 2020
The CARES Act offers a one-time opportunity to those age 70 ½ and older to forego their RMD for 2020. Susan Freed, CFP® answers questions about the important considerations involved in making this decision.
Chevy Chase Trust ranks on the WBJ’s list of the Largest Financial Asset Managers in Greater D.C.
Chevy Chase Trust specializes in global thematic investing and careful planning. Look for us on the Washington Business Journal’s List of Largest Asset Managers.
America’s Top Women Wealth Advisors 2020 | Deb Gandy
Congratulations to Deborah (Deb) Gandy, Managing Director at Chevy Chase Trust, for making the Forbes 2020 list of top female wealth advisors.
Chevy Chase Trust shares ideas about how to maximize your giving strategy.
Food for Thought: Maximizing Your Charitable Donations
Chevy Chase Trust shares ideas about how to maximize your giving strategy.
Andrew Marshall, Portfolio Manager and Research Analyst, discusses our thematic investing approach to the Health Care Revolution.
Food for Thought: The Health Care Revolution
Andrew Marshall, Portfolio Manager and Research Analyst, discusses our thematic investing approach to the Health Care Revolution.
College Funding Tips from Laly Kassa
While deciding on the best way to save for college depends on your family’s unique situation, for many, the 529 plan offers the most flexibility and tax advantages.
Andrew Marshall, Equity Portfolio Manager and Macroeconomic Research Analyst, discusses our current thinking about one of our global themes.
Food for Thought: Personalized Medicine
Andrew Marshall, Equity Portfolio Manager and Macroeconomic Research Analyst, discusses our current thinking about one of our global themes.
Bobby Eubank, Research Analyst, discusses our current thinking about one of our global themes.
Food for Thought: Next Generation Automation
Bobby Eubank, Research Analyst, discusses our current thinking about one of our global themes.
Laly Kassa featured in Barron’s: The Single Woman’s Guide to Retirement Planning
Anyone who has ever spent a frustrating few hours clothes shopping knows that one size doesn’t fit all. When it comes to retirement, many women, in particular, need a custom fit.
Spencer Smith featured on IREI’s Shop Talk Podcast
What are the advantages to thematic investing — as well as the pitfalls? Spencer Smith, head of institutional investments discusses these questions on the Real Assets Adviser ShopTalk podcast.
Having more money than you need can give your children a soft landing, a firm financial start, or — if you prepare them in the right way — both.
The key to meaningful conversations about family wealth management has less to do with timing and more to do with how you approach it. Larry Fisher, President of Family Wealth, shares three tips for laying the groundwork for continued financial stability.
Food for Thought: When and How to Speak to the Next Generation About Wealth
We are asked a lot of questions about when and how to speak to the next generation about wealth. So as food for thought, we are sharing the answers.
Food for Thought: Why Invest in Individual Bonds Versus Mutual Funds and ETFs?
We receive a lot of questions about investing in individual bonds versus mutual funds, so as Food for Thought we are sharing the answers.
Don’t just take our word for it.
At Chevy Chase Trust, we specialize in global research and thematic investing informed by careful planning, and it's working. Forbes and RIA Channel recently ranked us among the highest in their Top 100 list, for 2 years running. Important Disclosures
Chevy Chase Trust’s thematic investing approach featured in Forbes article on “Investing Beyond the Trends”
Chevy Chase Trust, recently named #1 on the annual Forbes list of Top Wealth Managers, orients its entire research process around investing in global themes.
Important Disclosures
Important Disclosures