New & Noteworthy

Explore our latest news and insigts locllay and around the globe.

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Chevy Chase Trust Welcomes Stefania Napolitano

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.

Chevy Chase Trust Welcomes James Nguyen

Chevy Chase Trust is pleased to welcome James Nguyen as Director and Portfolio Manager. James joins an experienced investment team managing equity portfolios, conducting thematic research, and performing fundamental analysis.

Estate Planning Council of Montgomery County

Paula Landau, CFP®, ChSNC®, CTFA, Wealth Advisor and Relationship Manager at Chevy Chase Trust, attended a special EPCMOCO event where Kim Natovitz, CLU, CLTC of TriBridge Partners had a fireside chat with journalist and author Diane Rehm.

Chevy Chase Trust | CohnReznick 2022

These experts from Chevy Chase Trust were pleased to speak at CohnReznick's DC, Maryland and Virginia Tax Advisory Team’s first offsite meeting since COVID-19 changed the world.

Signature Theatre | Sondheim Award Gala

Chevy Chase Trust was a proud sponsor of Signature Theatre’s Sondheim Award Gala on May 16, 2022, at Capital One Hall. This year, the Sondheim Award for career contributions to American musical theatre went to the incomparable Carol Burnett.

 

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.

Important Disclosures

Thematic Video: Long-Term COVID Beneficiaries 

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. 

Q & A | Ramona Mockoviak | Wealth Advisor

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 | Atlantic Council

Larry Fisher, President of Family Wealth Services at Chevy Chase Trust, joined Alexandra S. Garcia, Chief Program Officer at World Central Kitchen, Adrienne Arsht, and Jorge Plasencia, Co-founder, Chairman & CEO at Republica Havas for the Atlantic Council's “Living Dangerously: A Risk and Resilience Symposium.”

Chevy Chase Trust | The Phillips Collection

President and CEO Jeff Whitaker was pleased to attend the The Phillips Collection Centennial Gala on Friday, April 29, 2022. Known for attracting government officials, senior executives, and philanthropists, this celebration honored artists for “seeing differently and reimagining tomorrow."

 

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.

Important Disclosures

Thematic Video: The End of Disinflationary Tailwinds

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.

Q & A | Wendy Moyers, CFP®, CDFA® | Wealth Advisor

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®.

 

Amy Raskin, Chief Investment Officer, foresees a tough year ahead for financial markets, but the team at Chevy Chase Trust won’t let the baby be thrown out with the bathwater. Instead they’re researching the best long-term investment opportunities. Hear more from Amy on CNBC‘s Halftime Report.

 

Important Disclosures

Amy Raskin | CNBC | Fast Money Halftime Report | February 25, 2022

Amy Raskin, Chief Investment Officer, foresees a tough year ahead for financial markets, but the team at Chevy Chase Trust won’t let the baby be thrown out with the bathwater. Instead they’re researching the best long-term investment opportunities.

Q & A | Frederick M. Hopkins, JD, CFA | Wealth Advisor

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.

10.4.2021 – When looking for investment returns, does the macroeconomic environment matter? Or is it just stock picking? Hear Amy Raskin, Chief Investment Officer, discuss her insights at the 2021 Alpine Macro Investment Conference.

Important Disclosures

Amy P. Raskin, CIO | Conference Moderator

We make macro-economic analysis an explicit part of our thematic investment process at Chevy Chase Trust. Learn why it matters from Amy Raskin, Chief Investment Officer, during remarks at the 2021 Alpine Macro Investment Conference.

 

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.

Important Disclosures

Food for Thought: Maximize Your Wealth

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.

 

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.

View the entire event here.

 

Important Disclosures

Columbia University’s School of Professional Studies | Jeff Whitaker

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.

 

Hear Amy Raskin, Chief Investment Officer, suggests current conditions are the exact opposite of a Goldilocks environment. Listen to her perspective on CNBC’s Halftime Report.

 

Important Disclosures

Amy Raskin featured on CNBC’s Fast Money Halftime Report – May 19, 2021

Despite its strong growth, the economic numbers aren’t meeting expectations. And inflation is exceeding them. Watch Amy Raskin, Chief Investment Officer, discuss her take on the Goldilocks environment.

 

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.

 

Important Disclosures

Optimizing Your Wealth and Health

Charitable Giving Strategies and Maintaining Your Well-Being During COVID-19

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 »

 

Important Disclosures

A Conversation with Walter Isaacson on March 9, 2021

Chevy Chase Trust was pleased to host renowned author, journalist, and professor, Walter Isaacson for a conversation about his new book.

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 »

Important Disclosures

A Message from Jeff Whitaker, our new President & CEO

Hear what drew Jeff to Chevy Chase Trust and his thoughts on this exciting next chapter for the firm.

 

Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on May 14, 2020. Hear her perspective on the economic downturn, the liquidity push, and her optimism about a Covid 19 remedy.

Amy Raskin featured on CNBC’s Fast Money Halftime Report – May 14, 2020

Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on May 14, 2020, to discuss current market conditions and what they mean for investors.

 

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.

 

Deb Gandy’s bio »

Important Disclosures

Washington ABC7 News | Deb Gandy

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.

Q & A with Jastinder Sohi

We recently sat down with Jast Sohi, who is an Equity Portfolio Manager and Macroeconomic Research Analyst at Chevy Chase Trust, to learn more about his background and who and what inspired his career in finance.

Q & A with Elizabeth Kearns

We recently sat down with Elizabeth Kearns, Vice President, to learn more about her background and who and what inspired her career in finance.

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.

Important Disclosures

Food for Thought: When should I start taking Social Security benefits?

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.

Q&A with Ed Dobranetski

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.
Is today’s positive vibe on the economy based on sentiment or fact? Amy Raskin, Chief Investment Officer at Chevy Chase Trust, recently discussed market conditions and what they mean for investors on CNBC’s Fast Money Halftime Report. She also shared three stocks that have her attention.

Amy Raskin featured on CNBC’s Fast Money Halftime Report – August 28, 2018

Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on August 28, 2018 to discuss current market conditions and what they mean for investors.
Q & A with Tap Chibaya - Chevy Chase Trust Noteworthy

Q & A with Tap Chibaya

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.

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.

Important Disclosures

Thematic Investing

At Chevy Chase Trust's 2017 Fall Investment Symposium, Spencer Smith, Head of Institutional Investing, discusses the thematic research process.


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.

Important Disclosures

U.S. Urbanization

At Chevy Chase Trust's 2017 Fall Investment Symposium, Tap Chibaya, Equity Research Analyst, presents the theme of U.S. Urbanization.

Amy Raskin, Chief Investment Officer, presents a global macro overview and the four steps of the investment process at Chevy Chase Trust’s 2017 Fall Investment Symposium.

Amy’s presentation included an interactive audience response system that allowed participants to provide feedback on various topics of behavioral bias. She also covered the steps of our investment process. “We have developed a robust four-step process which helps us identify and capitalize on investment opportunities earlier than our competitors. This process also helps us manage risk though both proper identification of where we are in the economic cycle and very careful, deliberate portfolio construction.”

To view highlights from Amy’s presentation, click here.

To view her full presentation, click here.

Important Disclosures

Global Macroeconomic Overview and Investment Process

Amy Raskin, Chief Investment Officer, presents a global macro overview and the four steps of the investment process at Chevy Chase Trust’s 2017 Fall Investment Symposium.