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 | 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.

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.

View the entire event here.

Important Disclosures

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