New & Noteworthy

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

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Bethesda Magazine | Top Financial Professionals

As of October 25, 2022, Chevy Chase Trust is proud to announce that Larry Fisher, Deb Gandy, Michael Gildenhorn, Ashely Hall, Laly Kassa, Paula Landau, Wendy Moyers, Craig Pernick, Jast Sohi, and Marc Wishkoff have been voted as 2022 Top Financial Professionals by Bethesda Magazine.

Bethesda Magazine | Women in Business 2022

September/October 2022 - Learn about the roles women play at Chevy Chase Trust in the Bethesda Magazine article.

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.

Q&A | Claire Voorhees | Wealth Advisor and Relationship Manager

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 Claire Voorhees - Wealth Advisor and Relationship Manager.

Chevy Chase Trust Welcomes Anneke H. Niemira

Chevy Chase Trust is pleased to welcome Anneke H. Niemira as Director and Senior Wealth Planner.

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 Welcomes Ramona Mockoviak

Chevy Chase Trust is pleased to welcome Ramona Mockoviack as Senior Managing Director and Wealth Advisor.

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."

Chevy Chase Trust | Catholic Charities Gala 2022

We were pleased to have been a part of the celebration of supporters, donors, volunteers and staff members—and to get behind the life-changing works of Catholic Charities.

Chevy Chase Trust | Washingtonian’s Best 2022

As of March 2022, Chevy Chase Trust's Deb Gandy and Michael Gildenhorn are featured as Washingtonian Magazine's "Best Financial Advisers" within the Washington area.

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®.

Chevy Chase Trust Welcomes Claire Voorhees

Chevy Chase Trust is pleased to welcome Claire Voorhees as Wealth Advisor and Relationship Manager.

Deb Gandy | Forbes 2022 | America’s Top Women Wealth Advisors

This year's Forbes 2022 lists, Top Women Wealth Advisors and Best in State (MD) Women Advisors, recognizes advisors, including our own Deb Gandy, who have achieved high marks in both qualitative and quantitative factors.

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.

Chevy Chase Trust Welcomes Kevin Heilenday

Chevy Chase Trust is pleased to welcome Kevin Heilenday as Associate General Counsel and Director.

Chevy Chase Trust Welcomes Frederick M. Hopkins, JD, CFA

Frederick M. Hopkins, JD, CFA has joined Chevy Chase Trust as Managing Director, Wealth Advisor and Relationship Manager.

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.

Important Disclosures

Food for Thought: Estate Planning Tips

What gets overlooked during the estate planning process? Learn what to watch out for from Elizabeth Kearns, Co-Head of the Planning Group.

President & CEO | Jeff Whitaker

Learn about Jeff Whitaker’s return to the DMV as President and CEO of Chevy Chase Trust, the challenges he’s faced, and the firm’s next big goals.

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.

Chevy Chase Trust Welcomes Wendy Moyers, CFP®

Wendy Moyers, CFP® has Joined Chevy Chase Trust as Director, Wealth Advisor and Relationship Manager.

Q & A with Michael Kleinschmidt, Vice President

What sets Chevy Chase Trust apart from other Investment Advisory firms? Providing a top-level customer experience. Meet Michael Kleinschmidt, Assistant Vice President.

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.

Chief Thematic Investing Themes of the Decade

In Real Assets Adviser, Amy Raskin, CIO, discusses molecular medicine and quantum computing.

Q & A with Duna Hur, Trader

We recently sat down with Duna Hur, Trader at Chevy Chase Trust, to learn more about her background, interests, and why she finds the role so rewarding.

Q & A with Marc K. Wishkoff, Head of Business Development

At Chevy Chase Trust, Marc oversees the delivery of Chevy Chase Trust services to clients and coordinates with their legal, accounting and other third-party advisors.

Q & A with Jessica Frommer, Managing Director, Client Services Manager

World-class client service and the day to day client experience set Chevy Chase Trust apart from other Investment Advisory firms. Meet Jessica Frommer, Client Services Manager.

Q & A | Bobby Eubank

We recently sat down with Bobby Eubank, Thematic Research Analyst at Chevy Chase Trust, to learn more about his background.

Ashley G. Hall featured in Washington Business Journal’s People on the Move

Ashley Hall has Joined Chevy Chase Trust as Vice President, Wealth Advisor/Relationship Manager. She advises clients in the areas of investment management, financial and estate planning, and trust administration.

Q & A with Laly Kassa, CFP®

We recently sat down with Laly Kassa, who helps high net worth individuals, foundations, and non-profits with financial strategy at Chevy Chase Trust.

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 Lawrence P. Fisher, II

We recently sat down with Larry Fisher, Senior Managing Director & President, Family Wealth Services, to learn more about his background.

Montgomery County’s Urban Alliance and Chevy Chase Trust

Congratulations to Chevy Chase Trust’s Amy Newman, Senior Trust Officer, for being named by Montgomery County’s Urban Alliance as Mentor of the Year for her work with high school interns.

Q & A with Paula Landau, CFP®, ChSNC®

We recently sat down with Paula A. Landau, Managing Director, to learn more about her background and who and what inspired her 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.

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 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.

Q & A with Leslie K. Smith

Recently, we sat down with Leslie Smith, Senior Managing Director responsible for the financial and estate planning services of the firm.

Q & A with Blake K. Doyle

We recently sat down with Blake Keeley Doyle, Managing Director, to learn more about her background and who and what inspired her career in finance.

Q & A with Michael Gildenhorn

We recently sat down with Michael to learn more about his background and how he began his career.

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.

Tom Cholis, featured speaker for Washington, D.C. Estate Planning Council event

Chevy Chase Trust Senior Advisor Tom Cholis was a featured speaker for the Washington, D.C. Estate Planning Council’s “Inside the Members’ Heads” on Wednesday, March 15, 2017.

Leslie Smith featured in U.S. News and World Report: 5 Smart Splurges to Make with Your Tax Refund

Hear ideas from financial experts including Leslie Smith, Chief Planning Officer at Chevy Chase Trust, about smart and practical ways to use your tax refund.

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.

Blake Keeley Doyle Joins Chevy Chase Trust

Blake Keeley Doyle has joined the firm as Managing Director to build its institutional client business.

Q & A with Craig Pernick

At Chevy Chase Trust, we manage your money as if it were our own. Recently, we sat down with Craig Pernick, a Senior Managing Director with oversight of Chevy Chase Trust’s fixed income investments.

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 Managing Director Featured in Bethesda Magazine

Featured in the recent cover story “Local Cycling’s Weekend Warriors,” Michael Gildenhorn, Managing Director, credits cycling with enriching his life.