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.
Amy Raskin, Chief Investment Officer, was a panelist on Pillsbury’s April 26, 2022 webinar. She offered her insight on the state of the U.S. economy, equity market volatility, inflation, globalization and the labor market.
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.
At Chevy Chase Trust, we invest in global themes. That means we are Thematic investors with the flexibility to alter portfolios based on changing macroeconomic environments. Learn about adjustments we are making in light of the broad market rotation in our Q1 Investment Update.
Can we dispel some common myths regarding skin cancer? Watch our virtual event “Advances in Skin Cancer Prevention, Diagnosis & Treatment” to learn more.
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 happens at the intersection of well-being theory and inheritance planning? Watch 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.
What gets overlooked during the estate planning process? Learn what to watch out for from Elizabeth Kearns, Co-Head of the Planning Group.
Chevy Chase Trust was proud to sponsor Leadership Greater Washington's 35th annual Celebration of Leadership on October 12.
More than 38,000 firms were analyzed on a variety of core data points ranging from compliance records and years in the business to total accounts and assets under management.
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.
Read the Barron’s article about Chevy Chase Trust’s global thematic investing as the firm is named to Barron’s 2021 Top 100 RIA Firms list.
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.
At Chevy Chase Trust, we specialize in global thematic investing and planning. And it's working.
See our Women in Business on page 61 and learn about the roles women play at Chevy Chase Trust.
Wendy Moyers, CFP® has Joined Chevy Chase Trust as Director, Wealth Advisor and Relationship Manager.
Chevy Chase Trust’s Head of Business Development weighs in on inflation and the massive liquidity fueling the financial markets.
What sets Chevy Chase Trust apart from other Investment Advisory firms? Providing a top-level customer experience. Meet Michael Kleinschmidt, Assistant Vice President.
This year's Top Women Wealth Advisors list spotlights top advisors, including our own Deb Gandy.
President Biden laid out his vision for The American Families Plan in his address to Congress. Learn more about the proposed changes.
Charitable Giving Strategies and Maintaining Your Well-Being During COVID-19
What differentiates Chevy Chase Trust’s approach to fixed income investing?
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.
Congratulations to Deb Gandy, Managing Director, for making the Forbes 2021 list of Best-in-State Wealth Advisors in Maryland.
Hear what drew Jeff to Chevy Chase Trust and his thoughts on this exciting next chapter for the firm.
Chevy Chase Trust is featured as Marylands’s Best Financial Advisers in Washingtonian Magazine.
“I was drawn to Chevy Chase Trust because of its client-focused culture, its differentiated thematic investment approach, and its committed owner,” said Mr. Whitaker.
Hear about Dr. Modak’s rules to live by, vaccine updates, and much more.
In Real Assets Adviser, Amy Raskin, CIO, discusses molecular medicine and quantum computing.
Optimizing the client experience at Chevy Chase Trust is critical to what we do. Michael Gildenhorn discusses how our firm provides top-notch customer service for all of our clients.
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.
“Investment Update” and "The 2020 Election in an Era of Unprecedented Disruption."
Amy Raskin, Chief Investment Officer, was a featured panelist on Pillsbury’s webinar on Thursday, September 24. The topic was “Where to from here? Capital markets, credit, and the economy as of September 24, 2020."
At Chevy Chase Trust, we specialize in global research and thematic investing informed by careful planning, and it's working. Barron's just named us to their 2020 list of Top 100 RIA Firms.
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.
With interest rates low, now may be a good time for transfer of wealth. Learn about some compelling options.
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.
Guest speakers include The Community Foundation of Greater Washington, Manna Food, Mary’s Center and Catholic Charities.
At Chevy Chase Trust, we specialize in global research and thematic investing informed by careful planning, and it's working. Barron's Top Financial Advisors recently ranked us among the highest in their Top 50 list.
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.
During Pillsbury’s April 2020 webinar "Capital Markets, Credit, and Investing: The Road Ahead."
Congratulations to Deborah (Deb) Gandy, Managing Director at Chevy Chase Trust, for making the Forbes 2020 list of top female wealth advisors.
Elizabeth Kearns, Vice President at Chevy Chase Trust, discusses changes you should consider.
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27, 2020.
What you should know about investment management fees.
We recently sat down with Bobby Eubank, Thematic Research Analyst at Chevy Chase Trust, to learn more about his background.
Want to avoid common mistakes that many investors make?
In November 2019, Chevy Chase Trust was featured as Marylands’s Best Financial Advisers in Washingtonian Magazine.
As thematic investors, we study secular trends, disruptive innovations and economic forces with the potential to reshape the world. Personalized medicine is a case in point.
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.
Bethesda Magazine spotlights Najmah Abdur-Rahman's time in the Urban Alliance internship program with Chevy Chase Trust’s Amy Newman, Senior Trust Officer.
Andrew Marshall, Portfolio Manager and Research Analyst, discusses our thematic investing approach to the Health Care Revolution.
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.
We believe that long-term secular trends influence theme development, the macroeconomic environment and investment markets. One of the most important and enduring secular trends is demographics in terms of economic impacts.
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.
Andrew Marshall, Equity Portfolio Manager and Macroeconomic Research Analyst, discusses our current thinking about one of our global themes.
Corporate debt, collateralized securities and even stocks may not sound like the sort of assets money managers would seek out for their haven qualities.
Thematic investing involves capitalizing on secular trends, disruptive innovations and economic forces that are reshaping the world.
As thematic investors, we look for phenomena that are transforming economic prospects across multiple industries.
Bobby Eubank, 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.
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.
We are asked a lot of questions about when and how to speak to the next generation about wealth. So as food for thought, we are sharing the answers.
We receive a lot of questions about investing in individual bonds versus mutual funds, so as Food for Thought we are sharing the answers.
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.
We receive a lot of questions about social security benefits and as food for thought, we are sharing the answers on when is the best time to collect.
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.
From Real Assets Adviser: The private wealth business is facing a persistent and decades-old personnel crisis. Marc Wishkoff, Managing Director, weighs in on what will it take to attract the next generation of advisers.
From U.S. News & World Report: While many people relocate to retirement communities after they leave the workforce, some Americans are moving to one before stepping away from the office. Laly Kassa, Managing Director 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.
Today in the retail industry we're seeing that traditional brick-and-mortar stores are struggling despite a relatively healthy economy.
Every client at Chevy Chase Trust receives comprehensive financial planning.
In some ways, thematic investing is a throwback to investing in a simpler time.