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 has joined the firm as Managing Director to build its institutional client business.
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.
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.
Chevy Chase Trust announced today that after a national search, Amy P. Raskin has joined the firm as Chief Investment Officer.
Re-printed from the Washington Business Journal: Chevy Chase Trust has added a big name to its roster. John Cutler, a […]