In a virtual panel discussion with Columbia University’s School of Professional Studies, President & CEO Jeff Whitaker defined what success means at Chevy Chase Trust.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
2021 has been a record year of inflows due to financial largesse and stimulus without any sellers. Hear Amy Raskin, Chief Investment Officer's assessment of market conditions here.
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.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
President Biden laid out his vision for The American Families Plan in his address to Congress. Learn more about the proposed changes.
Hear Amy Raskin, Chief Investment Officer, suggests current conditions are the exact opposite of a Goldilocks environment. Listen to her perspective here.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
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.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
Charitable Giving Strategies and Maintaining Your Well-Being During COVID-19
Hear Amy Raskin, Chief Investment Officer, discuss beneficiaries of the 2021 stay-at-home trade and her thoughts on 2022. Watch her recent appearance on CNBC’s Halftime Report.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
Amy Raskin, Chief Investment Officer, believes there are many companies that will disappoint as we come out of the pandemic. Watch a clip from her latest CNBC appearance.
Think of the quarter not as the beginning of a new year, but as the end of an extraordinary 12-month period. Learn where our thematic research is leading us.
Thematic Investing doesn’t follow common Wall Street practice. And it has made all the difference.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
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.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
Chevy Chase Trust was pleased to host renowned author, journalist, and professor, Walter Isaacson for a conversation about his new book.
Amy Raskin, Chief Investment Officer, discusses prudent portfolio management after the recent growth sell-off during her appearance on CNBC’s Halftime Report.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
Amy Raskin, Chief Investment Officer, discusses prudent portfolio management after the recent growth sell-off during her appearance on CNBC’s Halftime Report.
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.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
The scientists behind the gene editing technology Crispr-Cas9 were awarded the Nobel Prize, resulting in phenomenal returns on Wall Street.
Amy Raskin, Chief Investment Officer, discusses the impact of rising rates on already stretched valuations during her appearance on CNBC’s Halftime Report.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
Amy Raskin, Chief Investment Officer, discusses the impact of rising rates on already stretched valuations during her appearance on CNBC’s Halftime Report.
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.
“I was drawn to Chevy Chase Trust because of its client-focused culture, its differentiated thematic investment approach, and its committed owner,” said Mr. Whitaker.
Chevy Chase Trust is featured as Marylands’s Best Financial Advisers in Washingtonian Magazine.
12.8.2020 – Chevy Chase Trust was proud to partner with Virginia Hospital Center’s Infectious Diseases expert Dr. Rohit Modak. Learn Dr. Modak’s rules for staying safe during the COVID pandemic.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
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, Senior Managing Director and Director of Portfolio Management, discusses how our firm provides top-notch customer service for all of our clients.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
Optimizing the client experience at Chevy Chase Trust is critical to what we do. Michael Gildenhorn discusses how our firm provides top-notch customer service for all of our clients.
Amy Raskin, Chief Investment Officer, discusses the impact of the election and liquidity on financial markets.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
We recently sat down with Duna Hur, Trader at Chevy Chase Trust, to learn more about her background, interests, and why she finds her role so rewarding.
"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.”
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
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.
Chevy Chase Trust was proud to sponsor the inaugural class of the Mid-Atlantic Fellows Institute, created by the American College of Trust and Estate counsel.
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."
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
At Chevy Chase Trust, we specialize in global research and thematic investing informed by careful planning, and it's working. Barron's just named us to their 2020 list of Top 100 RIA Firms.
According to STAT, temperature controlled containers, a critical but often overlooked part of the global supply chain, will be needed to deliver COVID vaccines around the world.
Chevy Chase Trust specializes in global thematic investing and careful planning. Look for us on the Washington Business Journal’s List of Largest Asset Managers.
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.
With interest rates low, now may be a good time for transfer of wealth.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
Finding the best executor or trustee to manage and protect your assets in accordance with the terms of your will or trust is a critical step toward achieving financial peace of mind.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
The economic crisis brought on by Covid-19 has uncovered hidden vulnerabilities in global supply chains. One of the most glaring: a lack of responsiveness and adaptability.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
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.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
These two partners are expanding on their joint horizons, adding in vivo projects while laying out a path to jointly develop new drugs for hemophilia A and B.
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.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on May 14, 2020, to discuss current market conditions and what they mean for investors.
“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.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
Facing SKU proliferation and shorter runs, the L’Oreal Group replaced an outdated system with a new track-based system of movers that brings fast changeover and high output.
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.
The FDA on Thursday, 5/7/20, approved a new diagnostic tool that employs the revolutionary CRISPR gene-editing technology to determine if someone is infected with the novel coronavirus.
This year's Top Women Wealth Advisors list spotlights top advisors, including our own Deb Gandy.
Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on April 15, 2020, to discuss current market conditions and what they mean for investors.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
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.
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.
Reading the genome (which is made of RNA, not DNA) also allows researchers to monitor how 2019-nCoV is changing and provides a roadmap for developing a diagnostic test and a vaccine.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
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
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