News & Noteworthy
Explore our latest news and insights locally and around the globe.
News & Noteworthy
Third Quarter, 2024
Chevy Chase Trust Ranks on List of Barron’s Top 100 RIA Firms in 2024
Observations on Private Equity
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
Chevy Chase Trust Welcomes Al Bhatt
Apparel Retailers Turn to Chips to Track Merchandise in Stores
Fixed Income Investing Webinar on March 30, 2023
First Quarter, 2023
Soft Landing or False Dawn?
Chevy Chase Trust Welcomes Melanie Simons, CFP®
Chevy Chase Trust Advisor Named to 2023 Top Women Wealth Advisors Best-In-State List
Michael Gildenhorn | Washingtonian Magazine | Top Wealth Adviser Hall of Fame
Globalization: Evolving, Not Ending
Bethesda’s Chevy Chase Trust Opens First Northern Virginia Office
Fourth Quarter, 2022
On November 15, 2022, Laly Kassa and Elizabeth Kearns, Co-heads of Planning, presented “Practical Planning Strategies”, a one-hour session on important planning techniques for getting your financial house in order and specific strategies for today’s economic environment.
Practical Planning Strategies | Presented by Laly Kassa & Elizabeth Kearns, Co-Heads of Planning
Bethesda Magazine | Top Financial Professionals
Chevy Chase Trust Ranks on List of Top RIA Firms in 2022
Third Quarter, 2022
Chevy Chase Trust Ranks on list of Barron’s Top 100 RIA Firms in 2022
September 20, 2022 – While 2022 has been a difficult year for most investors, with rising interest rates and turbulent financial markets, market declines don’t last forever. 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.
Investment Strategies for a New Market Reality | Presented by Amy Raskin, Chief Investment Officer
As physical and economic challenges limit further scaling of computing technology, improvements will come from special-purpose technology designed for specific applications rather than general-purpose processors.
Learn where our investments are focused and how companies are enabling this technology in our video with Jeffrey C. Dillman, CFA, Senior Portfolio Manager.
Thematic Video: Heterogenous Compute
Chevy Chase Trust Welcomes Stefania Napolitano
Q&A | Claire Voorhees | Wealth Advisor and Relationship Manager
As governments locked down their economies amidst the Covid-19 pandemic, the consumer’s lifestyle was forced to change. At Chevy Chase Trust, we are focused on the companies that facilitate the consumer’s behavioral shift and sustainably improve their businesses as a result. Hear Christine Wallace, Senior Portfolio Manager, detail one of our investment themes, Long-Term Covid Beneficiaries.
Thematic Video: Long-Term Covid Beneficiaries
Chevy Chase Trust Welcomes Anneke H. Niemira
Q & A | Ramona Mockoviak | Wealth Advisor
Chevy Chase Trust Welcomes Ramona Mockoviak
Amy Raskin | Pillsbury | Perspectives on the Economy, Investing and Capital Markets in 2022
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 Spencer Smith, Head of Institutional Investments, detail some of the characteristics shaping the End of Disinflationary Tailwinds.
Thematic Video: The End of Disinflationary Tailwinds
Chevy Chase Trust | Catholic Charities Gala 2022
3.21.2022 – Chevy Chase Trust was honored to host Georgetown Lombardi Cancer Center’s Dr. Michael Atkins and University of Pittsburgh’s Dr. Laura Ferris on the topic “Advances in Skin Cancer Prevention, Diagnosis & Treatment.” Learn ways to protect yourself and the innovative treatments being used today.
A Virtual Event: Advances in Skin Cancer Prevention, Diagnosis & Treatment
Chevy Chase Trust | Washingtonian’s Best 2022
Q & A | Wendy Moyers, CFP®, CDFA® | Wealth Advisor
2.10.2022 – Watch to learn more about how to integrate charitable goals and tax-saving strategies into your overall financial and estate plans.
A Virtual Event: Maximize Your Impact: Charitable Giving with Strategy and Purpose in 2022
Chevy Chase Trust Advosor Named to Forbes 2022 Top Women Wealth Advisors Best-In-State List
Describing a unique investment courage and a steadfast commitment to client service and stewardship, Jeff Whitaker, President & CEO of Chevy Chase Trust, reflects on the firm’s accomplishments in 2021.
Read Jeff Whitaker‘s Bio »
Jeff Whitaker | President & CEO | First Year
Q & A | Frederick M. Hopkins, JD, CFA | Wealth Advisor
Chevy Chase Trust Welcomes Kevin Heilenday
Chevy Chase Trust | 2021 Account Information
Chevy Chase Trust | Sargent Shriver Elementary & Linkages to Learning
Chevy Chase Trust Welcomes Frederick M. Hopkins, JD, CFA
Chevy Chase Trust supports Sargent Shriver Elementary School
10.27.2021 – Looking to increase beneficiary well-being? Watch our Family Wealth & Well-Being virtual event to learn more.
A Virtual Event: “Family Wealth & Well-Being: Rethinking Traditional Inheritance 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.
Read Elizabeth Kearns’ Bio »
Learn about Financial Planning.
Food for Thought: Estate Planning Tips
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
Chevy Chase Trust Welcomes Wendy Moyers, CFP®
Q & A with Michael Kleinschmidt, Vice President
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
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 »
A Conversation with Walter Isaacson on March 9, 2021
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
Q & A with Duna Hur, Trader
Chevy Chase Trust supports ACTEC and The Mid-Atlantic Fellows Institute
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
Amy Raskin Discusses Current Markets and Themes
Temporary waiver of RMDs for 2020
Q & A | Bobby Eubank
Q & A with Laly Kassa, CFP®
Chevy Chase Trust supports the 2019 Empty Bowls Bethesda
St. Maria’s Meal Program & Chevy Chase Trust
College Funding Tips from Laly Kassa
Tax-Savvy Giving Strategies May Provide Some Relief for High-Income Earners, by Susan Freed, CFP®
Montgomery County’s Urban Alliance and Chevy Chase Trust
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 Wealth Access Client Portal
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.
Read Leslie Smith’s Bio »
Food for Thought: When should I start taking Social Security benefits?
Chevy Chase Trust hosts Health Insights 2018
“Less Cancer” is Paving the Road to Cancer Prevention
Pros, Cons to Buying Nvidia Stock
Q&A with Ed Dobranetski
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.
Read Leslie Smith’s Bio »
Read Laly Kassa’s Bio »