At Chevy Chase Trust’s 2017 Fall Investment Symposium, Spencer Smith discusses the thematic research process.

“Before we make an investment in any individual company there’s a long dynamic process that precedes that decision.”

To view Spencer’s full presentation, click here.

Thematic Investing

At Chevy Chase Trust's 2017 Fall Investment Symposium, Spencer Smith discusses the thematic research process.


At Chevy Chase Trust’s 2017 Fall Investment Symposium, Tap Chibaya presents the theme of U.S. Urbanization.

“Urbanization will contribute to sustainable growth in the U.S. by increasing productivity, allowing innovations and new ideas to emerge.”

For presentation highlights, click here. To view Tap’s full presentation, click here.

U.S. Urbanization

At Chevy Chase Trust’s 2017 Fall Investment Symposium, Tap Chibaya presents the theme of U.S. Urbanization. “Urbanization will contribute to […]
Deb_solo shot

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.
Amy-R

The $26 Billion woman

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.
EDITED_Welber, Peter_020917_0039_For blog use-01

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.
Q & A with Susan Freed - Chevy Chase Trust - Noteworthy

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 […]
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 […]