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.
Recently, we sat down with Leslie Smith, Senior Managing Director responsible for the financial and estate planning services of the firm.
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.
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.
Laly Kassa, Managing Director at Chevy Chase Trust, answers questions about Giving Tuesday and the tax benefits of charitable donations.
Michael A. Coke, President and Co-founder of Terreno Realty Corporation, discusses industrial real estate in an urban environment at Chevy Chase Trust's 2017 Fall Investment Symposium.
Bobby Eubank, Equity Research Analyst, presents the theme of Automation at Chevy Chase Trust's 2017 Fall Investment Symposium.
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.
We recently sat down with Michael to learn more about his background and how he began his career.
Read about who and what inspired her towards a career in finance and her commitment to thematic investing, the guiding principle at Chevy Chase Trust.
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.
“With department store closings, many malls will have to get creative with how they utilize space,”
Read the Washington Business Journal’s feature on Amy Raskin, Chief Investment Officer, who is responsible for overseeing $26 billion in active and passive investments at Chevy Chase Trust.
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.
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.
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 has joined the firm as Managing Director to build its institutional client business.
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.
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.
Featured in the recent cover story “Local Cycling’s Weekend Warriors,” Michael Gildenhorn, Managing Director, credits cycling with enriching his life.
Susan Freed, CFP®, Managing Director April 3, 2014 BETHESDA, MD — Peter M. Welber, President and CEO of Chevy Chase […]
Susan Freed, CFP®, Managing Director In April 2014, Susan G. Freed, former President of Freed Advisors, and her firm joined […]
Amy P. Raskin, Chief Investment Officer On February 3, 2014, Amy Raskin, joined Chevy Chase Trust as Chief Investment Officer […]
Amy P. Raskin, Chief Investment Officer February 5, 2014 BETHESDA, MD — Chevy Chase Trust announced today that after a national […]
Lawrence P. Fisher, II President of Family Wealth Services An Interview with Larry Fisher, Senior Managing Director & President, Family […]
Jeffrey C. Dillman, CFA Senior Portfolio Manager Jeff Dillman joined Chevy Chase Trust as Managing Director and Portfolio Manager, coming […]
Chevy Chase Trust proudly announces that Deborah Gandy, Managing Director, has been selected by the Washington Business Journal as one […]
Q: How did you first develop an interest in investment management? A: After college, I went to Budapest, Hungary on […]
Re-printed from the Washington Business Journal: Chevy Chase Trust has added a big name to its roster. John Cutler, a […]