Q & A with Dan Serra CFP®, Vice President
At Chevy Chase Trust, we help clients maintain and grow their long-term wealth. Meet Dan Serra, CFP® and Vice President.
New & Noteworthy
Explore our latest news and insigts locllay and around the globe.
People
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.
Amy Raskin featured on CNBC’s Fast Money Halftime Report – June 19, 2020
Amy Raskin, Chief Investment Officer, discusses stocks and investing.
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.
A Conversation with Amy Raskin, CIO
Listen to excerpts from a conversation with Amy Raskin on June 18, 2020.
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.
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.
To Take or Not to Take: RMDs in 2020
The CARES Act offers a one-time opportunity to those age 70 ½ and older to forego their RMD for 2020. Susan Freed, CFP® answers questions about the important considerations involved in making this decision.
America’s Top Women Wealth Advisors 2020 | Deb Gandy
Congratulations to Deborah (Deb) Gandy, Managing Director at Chevy Chase Trust, for making the Forbes 2020 list of top female wealth advisors.
Estate Planning Opportunities After a Market Decline
Elizabeth Kearns, Vice President at Chevy Chase Trust, discusses changes you should consider.
Q & A with Bobby Eubank
We recently sat down with Bobby Eubank, Equity 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.
Chevy Chase Trust | Washingtonian’s Best 2019
In November 2019, Chevy Chase Trust was featured as Marylands’s Best Financial Advisers in Washingtonian Magazine.
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.
Urban Alliance: Giving High School Students Experience in the Corporate World
Bethesda Magazine spotlights Najmah Abdur-Rahman's time in the Urban Alliance internship program with Chevy Chase Trust’s Amy Newman, Senior Trust Officer.
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.
Tax-Savvy Giving Strategies May Provide Some Relief for High-Income Earners, by Susan Freed, CFP®
What can an individual do to avoid higher taxes when faced with the loss of significant deductions?
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 Andrew Marshall
We recently sat down with Andrew Marshall, 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 Paula Landau, CFP®, CTFA
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.
Safe-Haven Assets Needed. They Don’t Even Need to Be That Safe
Corporate debt, collateralized securities and even stocks may not sound like the sort of assets money managers would seek out for their haven qualities.
Think you should wait to start taking Social Security? At Chevy Chase Trust, many of our clients are asking this very question. Leslie Smith, Head of Planning, examines key decisions as you head into retirement—and what happens if you choose to wait.
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.
What will it take to attract the next generation of advisers to the private wealth business?
From Real Assets Adviser: The private wealth business is facing a persistent and decades-old personnel crisis. Marc Wishkoff, Managing Director, weighs in on what will it take to attract the next generation of advisers.
Should You Move to a Retirement Community Before Retiring?
From U.S. News & World Report: While many people relocate to retirement communities after they leave the workforce, some Americans are moving to one before stepping away from the office. Laly Kassa, Managing Director weighs in.
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.
Amy Raskin, featured speaker at Strategas 12th Annual Macro Conference
At the Strategas 12th Annual Macro Conference on March 1, 2018, Chevy Chase Trust’s Chief Investment Officer, Amy Raskin, presented her views on Thematic Investing.
Amy Raskin featured on CNBC’s Fast Money Halftime Report – December 31, 2018
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.
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.
At Chevy Chase Trust’s 2017 Fall Investment Symposium, Spencer Smith, Head of Institutional Investing, 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.
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.
U.S. Urbanization
At Chevy Chase Trust's 2017 Fall Investment Symposium, Tap Chibaya, Equity Research Analyst, presents the theme of U.S. Urbanization.
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.
Laly Kassa, Managing Director at Chevy Chase Trust, answers questions about Giving Tuesday and the tax benefits of charitable donations.
Laly Kassa featured on Fox 5 News
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.
Mike discussed how real estate investors are changing their perspective when it comes to investing in urban areas. “D.C. itself has become the draw [in industrial real estate]; we’ve actually been shifting our investment focus from being in the suburbs to the city itself.”
To view Mike’s full presentation, click here.
Industrial Real Estate in an Urban Environment
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.
Bobby discussed how automation is enabling three areas of change in the retail supply chain that enable better service, lower cost, and faster delivery. “Automation equipment could dramatically expand beyond the giant factories and truly affect our daily lives.”
To view highlights from Bobby’s presentation, click here.
Next Generation Automation
Bobby Eubank, Equity Research Analyst, presents the theme of Automation at Chevy Chase Trust's 2017 Fall Investment Symposium.
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.
Amy Raskin featured in September’s Real Assets Adviser magazine
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.
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.
Robot revolution: Is your job at risk?
Spencer Smith, Director of Research, discusses the potential impact of artificial intelligence and robotics on employment.
The place where old-fashioned malls are beating Amazon: Small-town America
“With department store closings, many malls will have to get creative with how they utilize space,”
The $26 Billion Woman
Read the Washington Business Journal profile on Amy Raskin, Chief Investment Officer, at Chevy Chase Trust.
Watch Amy's July 20, 2020 comments on CNBC:
Watch Amy's July 20, 2020 comments on CNBC:
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.
Freed Advisors joins Chevy Chase Trust
BETHESDA, MD — Peter M. Welber, President and CEO of Chevy Chase Trust, announced today that the highly-regarded wealth management firm in Washington D.C., Freed Advisors, has joined the Chevy Chase Trust team.
Q & A with Susan Freed
Susan Freed, CFP®, Managing Director In April 2014, Susan G. Freed, former President of Freed Advisors, and her firm joined […]
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 […]
Amy P. Raskin Joins Chevy Chase Trust as Chief Investment Officer
Chevy Chase Trust announced today that after a national search, Amy P. Raskin has joined the firm as Chief Investment Officer.
Q & A with Jeffrey C. Dillman
Jeffrey C. Dillman, CFA Senior Portfolio Manager Jeff Dillman joined Chevy Chase Trust as Managing Director and Portfolio Manager, coming […]
Chevy Chase Trust’s Woman Who Means Business
Chevy Chase Trust proudly announces that Deborah Gandy, Managing Director, has been selected by the Washington Business Journal as one […]
Q & A with Spencer Smith
We sat down with Spencer C. Smith, who is responsible for the management of all institutional portfolios and is co-manager […]
Founder of Beers & Cutler to Join Chevy Chase Trust
Re-printed from the Washington Business Journal: Chevy Chase Trust has added a big name to its roster. John Cutler, a […]