News & Noteworthy

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2/27/23: Chief Investment Officer, Amy Raskin, talks bear case and bull case scenarios when looking at employment, inflation and the economy as market indicators. Listen to what she had to say on the CNBC Halftime Report.

Important Disclosures

Amy Raskin | CNBC | Halftime Report | February 27, 2023

2/27/23: Bear Case or Bull Case? With the economy and inflation running hot, Chief Investment Officer, Amy Raskin, explains what that means for the financial markets on CNBC Halftime Report.

 

1/19/23: With inflation set to come down, Chief Investment Officer Amy Raskin says we should be looking at the bond market for guidance as it relates to interest rates. Listen to what she had to say on CNBC‘s Halftime Report.

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Amy Raskin | CNBC | Fast Money Halftime Report | January 19, 2023

Chief Investment Officer Amy Raskin says the bond market is our best indicator for what will happen to interest rates in the near term. Watch CNBC’s Halftime Report for more.

 

12/20/2022 – Despite rising rates, Chief Investment Officer Amy Raskin isn’t pessimistic about the market as we head into 2023. Hear what she had to say on CNBC‘s Halftime Report.

 

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Amy Raskin featured on CNBC’s Fast Money Halftime Report – December 20, 2022

Despite rising rates, Chief Investment Officer Amy Raskin isn’t pessimistic about the market as we head into 2023. Hear what she had to say on CNBC's Halftime Report.

 

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.

 

Important Disclosures

Practical Planning Strategies | Presented by Laly Kassa & Elizabeth Kearns, Co-Heads of Planning

11/15/22: Learn about specific planning strategies to consider amid the temporarily elevated estate tax exemptions, the ongoing market volatility, and rising interest rates. Listen to “Practical Planning Strategies” presented by Laly Kassa and Elizabeth Kearns.

Chevy Chase Trust | Leadership Greater Washington 2022

On October 12, Chevy Chase Trust was a proud sponsor of Leadership Greater Washington’s 2022 Celebration of Leadership honoring Diane Tipton. The annual event brings together more than 500 regional leaders representing more than 300 organizations in the fields of government, business and not-for-profit.

 

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 »

Important Disclosures

Thematic Video: Heterogenous Compute

At Chevy Chase Trust, we build equity portfolios of companies positioned to exploit powerful, secular trends, disruptive ideas, innovations and economic forces such as our theme The Dawn of Heterogenous Computing. Watch our video with Jeffrey C. Dillman, CFA, to learn more.

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.

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."

 

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.

 

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.

 

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.

Read Leslie Smith’s Bio »

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.

Q & A with Deb Gandy

At Chevy Chase Trust each relationship begins with a comprehensive review of the client’s financial situation. Recently, we sat down with Deb to learn more about her background and how she began her career.

Peter Welber featured in Ask the CEO

On January 19th, the Washington Business Journal reached out to Washington area CEO's about their plans for the presidential inauguration. Chevy Chase Trust's own Peter Welber was selected among those interviewed.
Chevy Chase Trust Noteworthy - Q & A with Christine Wallace

Q & A with Christine Wallace

Christine Wallace joined Chevy Chase Trust in 2008 after a long career as a portfolio manager with U.S. Trust Company. We sat down with Christine to learn more about her background and how she began her career.
Chevy Chase Trust Noteworthy - Q & A with Amy P. Raskin

Q & A with Amy P. Raskin

Amy P. Raskin, Chief Investment Officer On February 3, 2014, Amy Raskin, joined Chevy Chase Trust as Chief Investment Officer […]