Investment Advisors
Explore our latest news and insigts locllay and around the globe.
10.27.2021 – Looking to increase beneficiary well-being? Watch our Family Wealth & Well-Being virtual event to learn more.
Will your wealth allow you to purchase a vacation home or invest in a new business? Hear from Laly Kassa, Co-head of the Chevy Chase Trust Planning Group, on how she advises clients on these and other important questions.
Lean more about Estate Planning.
Learn about Financial Planning.
What are three important steps everyone should take to ensure their estate plan is complete? Hear from Elizabeth Kearns, Co-Head of the Planning Group.
Learn about Financial Planning.
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.
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.
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.
Thematic Investing doesn’t follow common Wall Street practice. And it has made all the difference.
Chevy Chase Trust was pleased to host renowned author, journalist, and professor, Walter Isaacson for a conversation about his new book, The Code Breaker: Jennifer Doudna, Gene Editing, and the Future of the Human Race. In the book, Mr. Isaacson showcases Jennifer Doudna, Ph.D., whose work on the gene-editing technology called CRISPR won her and Emmanuelle Charpentier the 2020 Nobel Prize in Chemistry and, Mr. Isaacson believes, will change the future of medicine.
Click on the link above to view the recording of the Chevy Chase Trust event featuring Mr. Isaacson’s description of Dr. Doudna’s journey of discovery, the life sciences revolution in which “molecules will become the next microchip,” the ethical issues associated with designer babies and much more. His remarks are followed by a question and answer session led by Amy Raskin, Chief Investment Officer, and Andrew Marshall, Vice President, both of Chevy Chase Trust.
Read our white paper on Investing in Disruptive Change: Personalized Medicine »
Read our white paper on Genomics »
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 »
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.
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 »
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.”
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 »
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.
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.
Want to avoid common mistakes that many investors make? Lean how from Marc Wishkoff, Christine Wallace, and Larry Fisher.
Andrew Marshall, Portfolio Manager and Research Analyst, discusses our thematic investing approach to the Health Care Revolution.
Andrew Marshall, Equity Portfolio Manager and Macroeconomic Research Analyst, discusses our current thinking about one of our global themes.
Ellen Perry recently sat down with Chevy Chase Trust to talk about the question she gets asked most frequently from wealthy families,“How Do I Pass on Values to the Next Generation?” Hear Ellen describe successful strategies and potential pitfalls as she draws on experience from a lengthy career advising families of great wealth.
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.
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.
Think you should wait to start taking Social Security? At Chevy Chase Trust, many of our clients are asking this very question. Leslie Smith, Senior Advisor, examines key decisions as you head into retirement—and what happens if you choose to wait.
Finding Opportunity in Disruptive Change: Retailing and Its Supply Chain
We’re in the early stages of a revolution in retailing that is creating compelling new investment opportunities.
As thematic investors, we look for phenomena that are transforming cash flows and profitability across multiple industries. Then we seek to identify companies that will benefit, are investable through public equities with ample liquidity, and likely to pay off within three to five years.
Here we discuss one of these phenomena—how the next generation of automation is impacting the retail industry.
See our latest research and what it means for investors.
Smart college planning is the gift that keeps on giving. From UTMA accounts to 529s, Chevy Chase Trust shows clients how to build a legacy of learning through personalized tuition savings strategies that take into account a family’s complete financial picture. Chevy Chase Trust’s Laly Kassa and Leslie Smith share their insights on the best savings strategies for maximizing returns.
At Chevy Chase Trust’s 2017 Fall Investment Symposium, Spencer Smith, Head of Institutional Investments, discusses the thematic research process.
Spencer described the characteristics of a successful theme and also outlined how we use investment research to narrow down the over 250,000 publicly traded securities to the 40 or 50 stocks that go into client investment portfolios. “Before we make an investment in any individual company, there’s a long dynamic process that precedes that decision.”
To view highlights from Spencer’s presentation, click here.
To view his full presentation, click here.
At Chevy Chase Trust’s 2017 Fall Investment Symposium, Tap Chibaya, Equity Research Analyst, presents the theme of U.S. Urbanization.
Tap began by pointing out that, for the first time in one hundred years, the rate of urban population growth is outpacing suburban areas, and America’s global competitiveness is now more centered around urban areas and the amenities and opportunities they offer. “Urbanization will contribute to sustainable growth in the U.S. by increasing productivity and allowing innovations and new ideas to emerge.”
To view highlights from Tap’s presentation, click here.
Laly Kassa, Managing Director at Chevy Chase Trust, answers questions about Giving Tuesday and the tax benefits of charitable donations.
Michael A. Coke, President and Co-founder of Terreno Realty Corporation, discusses industrial real estate in an urban environment at Chevy Chase Trust’s 2017 Fall Investment Symposium.
Mike discussed how real estate investors are changing their perspective when it comes to investing in urban areas. “D.C. itself has become the draw [in industrial real estate]; we’ve actually been shifting our investment focus from being in the suburbs to the city itself.”
To view Mike’s full presentation, click here.