News & Noteworthy
Explore our latest news and insights locally and around the globe.
Latest News
Chevy Chase Trust Ranks on List of Barron’s Top 100 RIA Firms in 2024
Interview | Elizabeth Kearns | Managing Director & Co-Head of Planning Group
Second Quarter, 2024
“Planning for the 2026 Sunset of the Estate Tax Exemption” webinar recording
Podcast Annoucement: Pandora | Apple Podcasts | Spotify
First Quarter, 2024
Interview | Jeannette Owen Roegge | Chief Fiduciary Officer
Chevy Chase Trust Advisor on Forbes 2024 Top Women Wealth Advisors Best-In-State List
Deborah Gandy Earns 2024 Virginia Black Business Leaders Award
Washington Business Journal Executive Insights Interview Featuring Chevy Chase Trust President & CEO Jeff Whitaker
Deborah Gandy and Ramona Mockoviak named 2023 Washingtonian Top Financial Advisers
Chevy Chase Trust | 2023 Account Information
Fourth Quarter, 2023
Chevy Chase Trust Ranks on List of Top RIA Firms in 2023
Third Quarter, 2023
Chevy Chase Trust Ranks on list of Barron’s Top 100 RIA Firms in 2023
Bethesda’s Chevy Chase Trust Opens First Northern Virginia Office
Bethesda Magazine | Top Financial Professionals
Chevy Chase Trust Ranks on List of Top RIA Firms in 2022
Chevy Chase Trust Ranks on list of Barron’s Top 100 RIA Firms in 2022
Chevy Chase Trust | Washingtonian’s Best 2022
Chevy Chase Trust Advosor Named to Forbes 2022 Top Women Wealth Advisors Best-In-State List
Chevy Chase Trust | RIA Leaders 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
Barron’s Feature | Jeff Whitaker & Amy Raskin
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
Manager of the Decade Designation and Top Gun Ratings | Informa Financial Intelligence
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
Welcome to our new President and CEO, Jeff Whitaker
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
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
WASHINGTON (ABC7) — 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
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.
Read Lawrence P. Fisher II’s Bio »
Food for Thought: When and How to Speak to the Next Generation About Wealth
Chevy Chase Trust | Thematic Investing | Investing Beyond the Trends
Important Disclosures