This year's Top Women Wealth Advisors list spotlights top advisors, including our own Deb Gandy.
Chevy Chase Trust proudly presented a virtual experience: French Vistas and the Fascinating Figures Who Inspired Them. The evening was guided by Columbia University professor, Dr. Page Knox.
From Chenonceau, to the Petit Trianon, to Villandry, Chevy Chase Trust transported guests to France during a virtual tour of five French vistas, guided by Dr. Page Knox of Columbia University. Dr. Knox brought to life some of France’s most illustrious historical figures including Marie Antoinette, Catherine de Medici, and Napoleon.
Page Knox is an adjunct professor of Art History at Columbia University and a lecturer at the Metropolitan Museum of Art where she gives public gallery talks and lectures in special exhibitions and the permanent collection, teaches classes and the museum, and leads groups for Travel with the Met.
Despite its strong growth, the economic numbers aren’t meeting expectations. And inflation is exceeding them. Watch Amy Raskin, Chief Investment Officer, discuss her take on the Goldilocks environment.
Amy Raskin, Chief Investment Officer, was a featured panelist on Pillsbury’s Thursday, May 6 webinar, “Popular Delusion? Or the Best Bet? A Discussion of Current and Anticipated Developments in Capital.”
On Tuesday, April 27, 2021, Chevy Chase Trust proudly partnered with the Virginia Hospital Center Foundation for a virtual program on charitable giving and staying-well strategies. Laly Kassa CFP®, Managing Director, offered insights into the most tax-efficient methods for giving charitably and Dr. Michael Silverman shared insight about the COVID-19 pandemic from the vantage point of the Virginia Hospital Center emergency room.
Click on the link to hear Ms. Kassa describe the most optimal types of assets to give and the benefits of Donor Advised Funds and Dr. Silverman’s insights about the vaccine roll out and staying well while returning to a more active lifestyle.
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.
Reuters, 1.28.21 – For the first time last year, most of the robots ordered by companies in North America weren’t […]
We are pleased to have Jeff Whitaker join Chevy Chase Trust as our new President and CEO.
Jeff comes to Chevy Chase Trust after holding several leadership roles in wealth and investment management over the past two decades, including at Bridgewater Associates, Berkshire Partners, and the J.P. Morgan U.S. Private Bank. Jeff holds an undergraduate degree from Williams College and an MBA from The Wharton School.
Hear what drew Jeff to Chevy Chase Trust and his thoughts on this exciting next chapter for the firm.
After a year full of surprises, including remarkable stock market performance around the globe, we are positioning portfolios somewhat defensively. Learn where our thematic research is leading us in 2021.
Retailers are meeting new consumer demands by combining automation with smaller, urban distribution sites for fast delivery.
Optimizing the client experience at Chevy Chase Trust is critical to what we do. Michael Gildenhorn, Director of Client Management and Senior Portfolio Manager, discusses how our firm provides top-notch customer service for all of our clients.
"Tyson, Smithfield, Cargill and JBS are all looking into ways to incorporate more automation as they modernize their plants."
View our webinar featuring Amy Raskin, CIO of Chevy Chase Trust, on “Investment Update,” and Dan Clifton, Partner and Head of Policy Research at Strategas, on “The 2020 Election in an Era of Unprecedented Disruption.”
Despite the pandemic-related fall-off in February and March, the S&P 500 recently hit an all-time high. With a difficult-to-predict economic outlook, what’s next for equity markets? Read our investment update for our perspective.
Amy Raskin, Chief Investment Officer, was a featured panelist on Pillsbury’s webinar on Thursday, September 24. The topic was “Where to from here? Capital markets, credit, and the economy as of September 24, 2020."
Guest speakers include The Community Foundation of Greater Washington, Manna Food, Mary’s Center and Catholic Charities.
On CNBC’s Halftime Report, Amy Raskin, CIO, discusses the growth trade and how high expectations may prove to be disappointing.
First and foremost, Chevy Chase Trust is an investment management firm.
Everything we do is designed to pursue the potential in your investment portfolio. It requires a level of dedication—and even a philosophy—you simply won’t find in a conventional money management firm.
It also requires focus. It means we act as a fiduciary in the context of an individualized investment strategy. And to that end, we also recommend a comprehensive financial plan that informs asset allocation and other key decisions.
See how the Gap is using automation to overcome the challenges of Covid-19.
Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on May 14, 2020. Hear her perspective on the economic downturn, the liquidity push, and her optimism about a Covid 19 remedy.
“It takes 2,500 components to make a car, but just one component to not make a car,” said Madhur Jha, head of thematic research at Standard Chartered in India.
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.
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.
We are in the midst of a healthcare crisis and a financial crisis. The combination of a rapidly spreading novel coronavirus and dramatic swings in global financial markets creates unprecedented challenges.Important Disclosures
For the first time, scientists have used the revolutionary gene-editing technique known as CRISPR to modify genes in cells inside the human body, in the hopes of enabling blind people to see, NPR has learned.
Amy Raskin, Chief Investment Officer, discusses her outlook on banks, and US – China Trade Deal.
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.
2019 was a good year for almost all asset classes. The S&P 500 total return of 31.5% was the second best in the last 20 years. U.S. bonds performed well, with 10-year Treasuries returning 8.8% for the year. Non-U.S. equities, gold and oil, all had positive returns.Important Disclosures
Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on December 31, 2019, to discuss current market conditions and what they mean for investors.