11/15/22: Learn about specific planning strategies to consider amid the temporarily elevated estate tax exemptions, the ongoing market volatility, and rising interest rates. Listen to “Practical Planning Strategies” presented by Laly Kassa and Elizabeth Kearns.
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.
September/October 2022 - Learn about the roles women play at Chevy Chase Trust in the Bethesda Magazine article.
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.
For the first time in more than four decades, both stocks and bonds have turned in negative results for three quarters in a row with capital destruction exceeding $17T. Learn about two substantial transitions behind the turmoil and why active management with a thematic approach may be the best bet for investors.
9/20/22: Is now a riskier time to invest than it was a year ago, before the market downturn? Amy Raskin, Chief Investment Officer, answers this question and puts today’s market environment into context, focusing first on U.S. equities and then bonds and international equities.
At Chevy Chase Trust, we build equity portfolios of companies positioned to exploit powerful, secular trends, disruptive ideas, innovations and economic forces such as our theme The Dawn of Heterogenous Computing. Watch our video with Jeffrey C. Dillman, CFA, to learn more.
Chevy Chase Trust is pleased to welcome Stefania Napolitano as Assistant Vice President & Trust and Estates Attorney. As part of the Estate Planning team, Stefania assists clients in the review of their existing estate plans and advises them on estate planning options and strategies.
There is no map for investing. But there is a beacon.
At Chevy Chase Trust, our Wealth Advisors build relationships by thoroughly understanding the ever-changing needs of our clients and assembling a team of experts to ensure that all those needs are met. Meet Claire Voorhees - Wealth Advisor and Relationship Manager.
As long-term investors, we are interested in the companies who are capitalizing on the permanent changes caused by COVID’s disruptions. Hear Christine Wallace, Senior Portfolio Manager, detail one of our investment themes, Long-Term COVID Beneficiaries.
Chevy Chase Trust is pleased to welcome Anneke H. Niemira as Director and Senior Wealth Planner.
We are proud to welcome Ramona Mockoviak as Senior Managing Director and Wealth Manager! She will advise clients on investment management, financial and estate planning and trust administration and will help grow the firm’s client base.
Chevy Chase Trust is pleased to welcome Ramona Mockoviack as Senior Managing Director and Wealth Advisor.
While there are some temporary factors boosting inflation, we believe there are longer term structural elements that have changed over the last decade that make a longer period of elevated inflation more likely. Hear from Spencer Smith, Head of Institutional Investments.
We were pleased to have been a part of the celebration of supporters, donors, volunteers and staff members—and to get behind the life-changing works of Catholic Charities.
Can we dispel some common myths regarding skin cancer? Watch our virtual event “Advances in Skin Cancer Prevention, Diagnosis & Treatment” to learn more.
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.
At Chevy Chase Trust, our Wealth Advisors act as quarterbacks of teams of experts that ensure all financial needs of our clients are met. We build client relationships one step at a time by thoroughly understanding their ever-changing needs. Meet Wendy Moyers, CFP®, CDFA®.
What are the most important strategies for investors to align their financial and philanthropic plans in the year ahead? Watch to learn more.
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.
Jeff Whitaker, President & CEO reflects on his first year leading the firm.
At Chevy Chase Trust, our Wealth Advisors build relationships by thoroughly understanding the ever-changing needs of our clients and assembling a team of experts to ensure that all those needs are met. Meet Fred M. Hopkins, JD, CFA - Wealth Advisor and Relationship Manager.
Chevy Chase Trust is pleased to welcome Kevin Heilenday as Associate General Counsel and Director.
Details regarding the timing and availability of your Chevy Chase Trust account tax forms.
We are honored to partner with the Linkages to Learning program for a twelfth year in a row supporting local families in need.
Frederick M. Hopkins, JD, CFA has joined Chevy Chase Trust as Managing Director, Wealth Advisor and Relationship Manager.
Chevy Chase Trust was honored to provide Thanksgiving groceries to 51 families in the Sargent Shriver Elementary School Linkages to Learning program.
What gets overlooked during the estate planning process? Learn what to watch out for from Elizabeth Kearns, Co-Head of the Planning Group.
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.
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.
Wendy Moyers, CFP® has Joined Chevy Chase Trust as Director, Wealth Advisor and Relationship Manager.
What sets Chevy Chase Trust apart from other Investment Advisory firms? Providing a top-level customer experience. Meet Michael Kleinschmidt, Assistant Vice President.
President Biden laid out his vision for The American Families Plan in his address to Congress. Learn more about the proposed changes.
Chevy Chase Trust was pleased to host renowned author, journalist, and professor, Walter Isaacson for a conversation about his new book.
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.
In Real Assets Adviser, Amy Raskin, CIO, discusses molecular medicine and quantum computing.
We recently sat down with Duna Hur, Trader at Chevy Chase Trust, to learn more about her background, interests, and why she finds the role so rewarding.
Chevy Chase Trust was proud to sponsor the inaugural class of the Mid-Atlantic Fellows Institute, created by the American College of Trust and Estate counsel.
Chevy Chase Trust is proud to announce its top ranking in the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.
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.
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.
Listen to excerpts from a conversation with Amy Raskin on June 18, 2020.
During Pillsbury’s April 2020 webinar "Capital Markets, Credit, and Investing: The Road Ahead."
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27, 2020.
We recently sat down with Bobby Eubank, Thematic Research Analyst at Chevy Chase Trust, to learn more about his background.
We recently sat down with Laly Kassa, who helps high net worth individuals, foundations, and non-profits with financial strategy at Chevy Chase Trust.
On November 4th, 2019, Chevy Chase Trust supports the 2019 Empty Bowls Bethesda.
On September 18, 2019, volunteers from Chevy Chase Trust headed into downtown D.C. to help support Catholic Charities’ St. Maria’s Wednesday Night Meal Program.
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.
What can an individual do to avoid higher taxes when faced with the loss of significant deductions?
Congratulations to Chevy Chase Trust’s Amy Newman, Senior Trust Officer, for being named by Montgomery County’s Urban Alliance as Mentor of the Year for her work with high school interns.
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 will be converting to a new Trust Accounting System the weekend of December 1-2, 2018. During this time, clients will not be able to access account information in CConnect. We apologize for this inconvenience.
On October 3, Chevy Chase Trust hosted Health Insights 2018, a program featuring three experts in the areas of genetic testing, the microbiome and the mind-gut relationship.
A 501c3 nonprofit public charity, Less Cancer focuses on addressing preventable cancers through education and continuing medical education for healthcare providers, including physicians, nurses and public health professionals.
As Nvidia makes deep inroads into AI, its share price is skyrocketing. Bobby Eubank, Equity Research Analyst weighs in.
We recently sat down with Ed Dobranetski, a Managing Director at Chevy Chase Trust, to learn more about his background and how he became interested in investment management.
On April 24, Chevy Chase Trust hosted its annual Cocktail Party and Reception at the Renwick Gallery’s exhibition “No Spectators: The Art of Burning Man.”
We recently sat down with Tapfuma Chibaya, an Equity Research Analyst at Chevy Chase Trust, to learn more about his background and what he enjoys most about his career.
From The LA Times: During his first Capital Hill appearance since taking over as Fed Chair, Jerome H. Powell suggested Tuesday that the central bank could hike its key interest rate faster than anticipated. Craig Pernick, Head of Fixed Income weighs in.
From The Washington Post: The age-old question of whether to rent or buy is prominent on the minds of baby boomers who are contemplating downsizing. Laly Kassa, Managing Director, weighs in on the topic.
From The Street: Bobby Eubank, Thematic Research Analyst, provides insight on the closing of Sam's Clubs stores across the country and its affects on the retail supply chain model.
We recently sat down with Blake Keeley Doyle, Managing Director, to learn more about her background and who and what inspired her career in finance.
Spencer Smith, Director of Research, and Bobby Eubank, Equity Research Analyst, offer insight on the sporting apparel’s ambitions for improving supply chain processes.
Jeannette Roegge, Chief Fiduciary Officer, discusses how to determine whether a corporate trustee or executor might be beneficial to manage and protect assets.
Despite below-average economic growth and recurring geopolitical uncertainty, manufacturers here in the U.S. are reporting brisk business.
We recently sat down with Michael to learn more about his background and how he began his career.
Chevy Chase Trust was proud to host John O. Brennan, former Director of the Central Intelligence Agency (2013-2017) on April 24, 2017.
On February 15, Chevy Chase Trust hosted Women and Progress, an event focused on the advancements women are making in corporate America, politics and breast cancer research.
In 2009, for the first time in world history, the number of people living in urban areas surpassed the number living in rural areas. More recently, U.S. urban population growth began outpacing suburban growth for the first time since World War II.
We are, indeed, witnessing a revolution in industrial automation. However, it is important to separate the hyperbole from the underlying economic realities.
U.S. equity markets closed higher both days after the Donald Trump victory and Republican sweep of Congress.
Clients tell us they find our approach to be refreshingly straightforward. We offer careful planning, global thinking, exhaustive research and thematic portfolios. This is investing pure and simple.
Thematic investing is at the core of portfolio management at Chevy Chase Trust. We believe that adherence to a thematic investment process delivers superior results over wealth-relevant time horizons.
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.