New & Noteworthy
Explore our latest news and insigts locllay and around the globe.
Latest News
Deb Gandy | Forbes 2022 | America’s Top Women Wealth Advisors
Chevy Chase Trust | RIA Leaders 2021
Chevy Chase Trust Ranks on list of CNBC’s Top 100 Financial Advisors 2021
President & CEO | Jeff Whitaker
Barron’s Feature | Jeff Whitaker & Amy Raskin
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
Chevy Chase Trust Ranks on list of Barron’s Top 100 RIA Firms 2021
Featured | Women in Business
Investing Advice for 2021 | Marc Wishkoff
America’s Top Women Wealth Advisors 2021 | Deb Gandy
The American Families Plan
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 Laly 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
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
Manager of the Decade Designation and Top Gun Ratings | Informa Financial Intelligence
Best-in-State Wealth Advisors 2021 | Deb Gandy
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.
Read Jeff Whitaker’s Bio »
A Message from Jeff Whitaker, our new President & CEO
Chevy Chase Trust | Washingtonian’s Best 2020
Welcome to our new President and CEO, Jeff 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
Chief Thematic Investing Themes of the Decade
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.
Read Michael Gildenhorn‘s Bio »
Food for Thought: The Client Experience
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
Shifts in Supply Chains
Amy Raskin discusses the TINA argument, current valuations, bubble territory and much more.
Chevy Chase Trust Ranks on list of Barron’s Top 100 RIA Firms 2020
With interest rates low, now may be a good time for transfer of wealth.
Learn more about Estate Planning at Chevy Chase Trust»
Elizabeth Kearns Bio »
Food For Thought: Estate Planning
Chevy Chase Trust: Financial Times 300 Top Registered Investment Advisers 2020
Q & A with Marc K. Wishkoff, Head of Business Development
Q & A with Jessica Frommer, Managing Director, Client Services Manager
A Conversation with Amy Raskin, CIO
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
Chevy Chase Trust Ranks | Barron’s Top 50 RIA Firms 2019
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 ranks on the WBJ’s list of the Largest Financial Asset Managers in Greater D.C.
America’s Top Women Wealth Advisors 2020 | Deb Gandy
Andrew Marshall, Portfolio Manager and Research Analyst, discusses our thematic investing approach to the Health Care Revolution.
Food for Thought: The Health Care Revolution
College Funding Tips from Laly Kassa
Andrew Marshall, Equity Portfolio Manager and Macroeconomic Research Analyst, discusses our current thinking about one of our global themes.
Food for Thought: Personalized Medicine
Bobby Eubank, Research Analyst, discusses our current thinking about one of our global themes.
Food for Thought: Next Generation Automation
Laly Kassa featured in Barron’s: The Single Woman’s Guide to Retirement Planning
Spencer Smith featured on IREI’s Shop Talk 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 receive a lot of questions about investing in individual bonds versus mutual funds, so as Food for Thought we are sharing the answers. Learn more from Craig Pernick, Head of Fixed Income.
Food for Thought: Why Invest in Individual Bonds vs. Mutual Funds & ETFs?
Don’t just take our word for it.
Chevy Chase Trust | Thematic Investing | Forbes | Investing Beyond the Trends
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