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.
In November 2019, Chevy Chase Trust was featured as Marylands’s Best Financial Advisers in Washingtonian Magazine.
We recently sat down with Laly Kassa, who helps high net worth individuals, foundations, and non-profits with financial strategy at Chevy Chase Trust.
Bethesda Magazine spotlights Najmah Abdur-Rahman's time in the Urban Alliance internship program with Chevy Chase Trust’s Amy Newman, Senior Trust Officer.
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.
We recently sat down with Larry Fisher, Senior Managing Director & President, Family Wealth Services, to learn more about his background.
What can an individual do to avoid higher taxes when faced with the loss of significant deductions?
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.
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.
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.
We recently sat down with Elizabeth Kearns, Vice President, to learn more about her background and who and what inspired her career in finance.
Corporate debt, collateralized securities and even stocks may not sound like the sort of assets money managers would seek out for their haven qualities.
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.
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.
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.
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.
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.
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.
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, Chief Investment Officer at Chevy Chase Trust, recently discussed market conditions and what they mean for investors on CNBC’s Fast Money Halftime Report.
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.
Spencer Smith, Director of Research, discusses the potential impact of artificial intelligence and robotics on employment.
“With department store closings, many malls will have to get creative with how they utilize space,”
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.
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.
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 […]
Chevy Chase Trust announced today that after a national search, Amy P. Raskin has joined the firm as Chief Investment Officer.
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 […]