Investment Advisors
Explore our latest news and insigts locllay and around the globe.
Wondering about the impact of China lockdowns on Nike? Hear Amy Raskin’s perspective from CNBC‘s Halftime Report.
Will the market’s bumpy ride continue? Hear insights from Amy Raskin, Chief Investment Officer, on CNBC‘s Halftime Report.
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.
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.
Has the market hit bottom? Hear Amy Raskin, Chief Investment Officer, discuss why she thinks it hasn’t on CNBC‘s Halftime Report.
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.
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 »
Amy Raskin, Chief Investment Officer, sees a choppy market ahead, but no recession. Hear her perspective on CNBC’s Halftime Report.
Stocks may have the green light, but for how long? Amy Raskin, Chief Investment Officer, gives her take on inflation on CNBC’s Halftime Report.
“There’s a big difference between a great company and a great stock,” says Amy Raskin, Chief Investment Officer, on CNBC’s Halftime Report. Learn more about her take on tech.
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.
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.
Hear Chief Investment Officer Amy Raskin’s take on the impact of higher rates on growth stocks and the market on CNBC’s Halftime Report.
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 CNBC’s Halftime Report, Amy Raskin, Chief Investment Officer, explains how she sees the inelastic market hypothesis unfolding.
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.
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.
Hear Amy Raskin, Chief Investment Officer, discuss beneficiaries of the 2021 stay-at-home trade and her thoughts on 2022. Watch her recent appearance on CNBC’s Halftime Report.
Amy Raskin, Chief Investment Officer, says interest rates will continue to rise due to fiscal stimulus, vaccination rates, and more. Watch her recent appearance on CNBC’s Halftime Report.
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 »
Amy Raskin, Chief Investment Officer, discusses prudent portfolio management after the recent growth sell-off during her appearance on CNBC’s Halftime Report.
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 »
Amy Raskin, Chief Investment Officer, discusses the impact of rising rates on already stretched valuations during her appearance on CNBC’s Halftime Report.
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.”
Amy Raskin, CIO, featured on CNBC’s Halftime Report on 9/24/2020: Hear her take on the impact of the upcoming election on financial markets.
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.
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.
Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on September 20, 2019, to discuss current market conditions and what they mean for investors.
Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on June 21, 2019, to discuss current market conditions and what they mean for investors.
Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on May 8, 2019, to discuss current market conditions and what they mean for investors.
Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on March 12, 2019, to discuss current market conditions and what they mean for investors.
Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on February 4, 2019, to discuss current market conditions and what they mean for investors.
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.
Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on December 31, 2018, to discuss current market conditions and what they mean for investors.
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.
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.
