New & Noteworthy
Explore our latest news and insigts locllay and around the globe.
Deb Gandy | Forbes 2023 | Top Women Wealth Advisors Best-In-State
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
Chevy Chase Trust | 2022 Account Information
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 #8 on Forbes/SHOOK 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.
Learn more about Thematic Investing »
Thematic Video: Heterogenous Compute
Chevy Chase Trust Welcomes Stefania Napolitano
While there are no calm seas in investing, it is possible to have a prosperous voyage.
Thematic Investing: Successful Voyages
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
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
Deb Gandy | Forbes 2022 | America’s Top Women Wealth Advisors
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
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.
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
Chevy Chase Trust Welcomes Wendy Moyers, CFP®
Q & A with Michael Kleinschmidt, Vice President
The American Families Plan
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
Chief Thematic Investing Themes of the Decade
Q & A with Duna Hur, Trader
Chevy Chase Trust supports ACTEC and The Mid-Atlantic Fellows Institute
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
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
Chevy Chase Trust Wealth Access Client Portal
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
Chevy Chase Trust hosts Spring Reception at the Smithsonian’s Renwick Gallery
Q & A with Tap Chibaya
Saying economy is strengthening, Fed’s Powell suggests faster pace of interest rate hikes
Downsizing baby boomers face a key decision: Is it better to rent or to buy?
Why is Walmart Closing Sam’s Club Locations Around the Country?
Q & A with Blake K. Doyle
Slasher! Nike Wants to Cut Shoe Production Time by Half
When To Consider A Corporate Trustee
Don’t fear the robot: Harness automation to boost labor force
Q & A with Michael Gildenhorn
Chevy Chase Trust hosts John O. Brennan for Spring Reception
Chevy Chase Trust hosts Ambassador Melanne Verveer for Women & Progress 2017
Urbanization ushers in upstart industries, innovative ideas
Innovation, demographics make automation increasingly appealing
What Differentiates Chevy Chase Trust?
Chevy Chase Trust | Thematic Investing | Forbes | Investing Beyond the Trends