Bethesda’s Chevy Chase Trust Opens First Northern Virginia Office
We are proud to announce the opening of our new office in Tysons Virginia. Read the Washington Business Journal article about their recent interview with Jeff Whitaker, CEO.
New & Noteworthy
Explore our latest news and insigts locllay and around the globe.
Latest News
Bethesda Magazine | Top Financial Professionals
As of October 25, 2022, Chevy Chase Trust is proud to announce that Larry Fisher, Deb Gandy, Michael Gildenhorn, Ashely Hall, Laly Kassa, Paula Landau, Wendy Moyers, Craig Pernick, Jast Sohi, and Marc Wishkoff have been voted as 2022 Top Financial Professionals by Bethesda Magazine.
Chevy Chase Trust Ranks #8 on Forbes/SHOOK List of Top RIA Firms in 2022
As of October 25, 2022 - Based on qualitative factors such as how a firm treats and serves its clients, and quantitative metrics including assets under management and retention rates, they chose us as a top-ranking firm. Read the Forbes article.
Chevy Chase Trust Ranks on list of Barron’s Top 100 RIA Firms in 2022
Chevy Chase Trust is proud to announce its ranking on Barron’s 2022 list of the Top 100 RIA firms. Based on data for the 12-month period ending on June 30, 2022 and awarded on September 16, 2022.
Chevy Chase Trust | Washingtonian’s Best 2022
As of March 2022, Chevy Chase Trust's Deb Gandy and Michael Gildenhorn are featured as Washingtonian Magazine's "Best Financial Advisers" within the Washington area.
Deb Gandy | Forbes 2022 | America’s Top Women Wealth Advisors
This year's Forbes 2022 lists, Top Women Wealth Advisors and Best in State (MD) Women Advisors, recognizes advisors, including our own Deb Gandy, who have achieved high marks in both qualitative and quantitative factors.
Chevy Chase Trust | RIA Leaders 2021
Chevy Chase Trust is proud to be ranked 4th on Financial Planning's 2021 list of RIA Leaders.
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
September 2021 - 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.
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.
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.
Chief Thematic Investing Themes of the Decade
In Real Assets Adviser, Amy Raskin, CIO, discusses molecular medicine and quantum computing.
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.
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.
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.
Chevy Chase Trust | Thematic Investing | Forbes | 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
