Announcements Archives - Chevy Chase Trust

Tom Cholis, featured speaker for Washington, D.C. Estate Planning Council event

Chevy Chase Trust Senior Advisor Tom Cholis was a featured speaker for the Washington, D.C. Estate Planning Council’s “Inside the Members’ Heads” on Wednesday, March 15, 2017.

Blake Keeley Doyle Joins Chevy Chase Trust

Blake Keeley Doyle has joined the firm as Managing Director to build its institutional client business.

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

Freed Advisors joins Chevy Chase Trust

BETHESDA, MD — Peter M. Welber, President and CEO of Chevy Chase Trust, announced today that the highly-regarded wealth management firm in Washington D.C., Freed Advisors, has joined the Chevy Chase Trust team.