New & Noteworthy
Explore our latest news and insigts locllay and around the globe.
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Save the Dates | Fall Reception & Cocktail Party | Virtual Event Series
Second Quarter, 2022
Chevy Chase Trust | Market Update | May 2022
There is a disproportionate amount of revenue in Big Tech. Hear what Amy Raskin, Chief Investment Officer, says about expectations for the next decade on CNBC‘s Halftime Report.
Amy Raskin | CNBC’s Fast Money Halftime Report | April 26, 2022
Craig Pernick | Head of Fixed Income | Bloomberg
Chevy Chase Trust proudly presented a virtual experience: A Closer Look at the Life and Mind of Leonardo da Vinci. The evening was guided by Columbia University professor, Dr. Page Knox.
Join Dr. Knox on this virtually guided tour along the Leonardo Trail, starting in the heart of Tuscany and ending in the Loire Valley. Explore Leonardo’s life and work and learn about recent discoveries that offer a deeper understanding of the mind behind the master.
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.
A Closer Look at the Life and Mind of Leonardo da Vinci
Washington, D.C. Estate Planning Council Golf Tournament | Chevy Chase Trust
Barron’s Feature | Jeff Whitaker & Amy Raskin
Columbia University’s School of Professional Studies | Jeff Whitaker
Amazon’s Robot Arms Break Ground in Safety and Technology
Selling Luxury Goods in a More Socialist China Becomes a Problem
Chevy Chase Trust Welcomes Wendy Moyers, CFP®
One Number to Gauge Where the Economy Is Headed
An Ohio Factory’s Test: Will Higher Wages Help More Than They Hurt?
Investing Advice for 2021 | Marc Wishkoff
On CNBC’s Halftime Report, Amy Raskin, Chief Investment Officer, explains how she sees the inelastic market hypothesis unfolding.
Our story begins with yours.
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.
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Amy Raskin | CNBC’s Fast Money Halftime Report | July 23, 2021
Second Quarter, 2021 | Investment Update
America’s Top Women Wealth Advisors 2021 | 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.
French Vistas & the Fascinating Figures Who Inspired Them
https://youtu.be/2DG_G300wN8?rel=0
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.
Our story begins with yours.
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.
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French Vistas and the Fascinating Figures Who Inspired Them
The American Families Plan
Hear Amy Raskin, Chief Investment Officer, suggests current conditions are the exact opposite of a Goldilocks environment. Listen to her perspective here.
Our story begins with yours.
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.
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Amy Raskin featured on CNBC’s Fast Money Halftime Report – May 19, 2021
Panelist Amy Raskin Discusses Capital Markets, Investing and The Economy
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.
Our story begins with yours.
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.
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Optimizing Your Wealth & Health
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.
Our story begins with yours.
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.
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Amy Raskin featured on CNBC’s Fast Money Halftime Report – April 21, 2021
First Quarter, 2021
Q & A with Michael Kleinschmidt, 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.
Read our white paper on Investing in Disruptive Change: Personalized Medicine »
Read our white paper on Genomics »
Our story begins with yours.
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.
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A Conversation with Walter Isaacson on March 9, 2021
Amy Raskin, Chief Investment Officer, discusses prudent portfolio management after the recent growth sell-off during her appearance on CNBC’s Halftime Report.
Our story begins with yours.
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.
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Amy Raskin featured on CNBC’s Fast Money Halftime Report – February 26, 2021
Best-in-State Wealth Advisors 2021 | Deb Gandy
In a first, most North American robots last year didn’t go to automotive plants
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.
Our story begins with yours.
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.
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A Message from Jeff Whitaker, our new President & CEO
With Rare Speed, Gene Editing Emerges as Biotech’s New Cutting Edge
Amy Raskin, Chief Investment Officer, discusses the impact of rising rates on already stretched valuations during her appearance on CNBC’s Halftime Report.
Our story begins with yours.
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.
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Amy Raskin featured on CNBC’s Fast Money Halftime Report – January 12, 2021
Fourth Quarter | 2020
Welcome to our new President and CEO, Jeff Whitaker
Chevy Chase Trust | Washingtonian’s Best 2020
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.
Our story begins with yours.
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.
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A Covid 19 Briefing with Dr. Rohit Modak of VHC
Chief Thematic Investing Themes of the Decade
Smaller Is Big in New E-Commerce Warehouses
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.
Our story begins with yours.
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.
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Food for Thought: The Client Experience
Amy Raskin, Chief Investment Officer, discusses the impact of the election and liquidity on financial markets.
Our story begins with yours.
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.
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Amy Raskin | CNBC | Fast Money Halftime Report | November 6, 2020
Q & A with Duna Hur, Trader
Meat Processors Expedite Plans to Implement Robotics as Pandemic Increases Pressure
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.”
Our story begins with yours.
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.
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Chevy Chase Trust Webinar | Amy Raskin and Dan Clifton
Shifts in Supply Chains
Third Quarter, 2020
Chevy Chase Trust supports ACTEC and The Mid-Atlantic Fellows Institute
Amy Raskin discusses the TINA argument, current valuations, bubble territory and much more.
‘The largest application we can imagine’: Illumina and Grail CEOs defend their deal to investors
What We Actually Know About How Americans Are Moving During Covid
What We Actually Know About How Americans Are Moving During Covid
Amy Raskin, CIO, featured on CNBC’s Halftime Report on 9/24/2020: Hear her take on the impact of the upcoming election on financial markets.
Our story begins with yours.
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.
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Amy Raskin | CNBC | Fast Money Halftime Report | September 24, 2020
Covid-19 Vaccine Race Turns Deep Freezers Into a Hot Commodity
Amazon Plans to Put 1,000 Warehouses in Suburban Neighborhoods
Chevy Chase Trust Ranks on list of Barron’s Top 100 RIA Firms 2020
From shipping containers to security concerns, a COVID-19 vaccine supply chain takes shape
A New Push For Warehouse Automation
Chevy Chase Trust ranks on the Washington Business Journal’s list of the Largest Financial Asset Managers in Greater D.C.
Companies Step Up Distribution Automation Under Pandemic Strains
Q & A with Marc K. Wishkoff
With interest rates low, now may be a good time for transfer of wealth.
Our story begins with yours.
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.
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Food For Thought: Estate Planning
Amy Raskin featured on CNBC’s Fast Money Halftime Report – July 20, 2020
Financial Times | 300 Top Registered Investment Advisers
Q & A with Jessica Frommer, Managing Director, Client Services Manager
Chevy Chase Trust as Trustee or Executor
IRS Provides Additional Guidance Under CARES Act
Hear Amy Raskin, Chief Investment Officer, answer “Has tech topped?” on CNBC’s Halftime Report.
Our story begins with yours.
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.
* REQUIRED FIELDS
Amy Raskin featured on CNBC’s Fast Money Halftime Report – July 20, 2020
Q & A with Ashley G Hall, Vice President, Wealth Adviser and Relationship Manager
Thematic Investing | Chevy Chase Trust
Second Quarter, 2020
Why Automation Is Crucial To Manufacturing Resiliency
A Conversation with Amy Raskin, CIO (list)
A Conversation with Amy Raskin, CIO (slideshow)
Post-Pandemic Supply Chains Seek ‘Resilience,’ Report Says
Listen to nonprofit leaders in the DMW describe how they have pivoted to meet the community’s expanding needs as a result of the COVID-19 shutdown.
Our story begins with yours.
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.
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Chevy Chase Trust | Philanthropy Webinar
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.
Read more about Financial Planning »
Equity
By investing in themes rather than managing to benchmarks, we often see surprising results. Our strategy is founded on:
- Long-term, secular, macroeconomic focus
- Global, multi-cap stocks
- Rigorous individual company analyses
Read more about Thematic Investing »
Read more about Our Approach »
Our story begins with yours.
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.
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Amy Raskin featured on CNBC’s Fast Money Halftime Report – June 19, 2020
US E-Commerce Sales to Jump 18% In 2020, But Not Enough to Offset Retail’s Decline
Warehouse Robots Provide Crucial Link In Supply Chain
Eyes on Hemophilia Prize, Regeneron Adds a $100M Wager on Joint Development Campaign with Intellia
Gap Rushes in More Robots to Warehouses to Solve Virus Disruption
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.
Our story begins with yours.
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.
* REQUIRED FIELDS
Amy Raskin featured on CNBC’s Fast Money Halftime Report – May 14, 2020
Companies Rush to Replace ‘Just in Time’ Supply Chains with ‘Just in Case’ Contingencies as Covid-19 Upends Global Manufacturing
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.
Our story begins with yours.
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.
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Washington ABC7 News | Deb Gandy
L’Oréal Replaces Five Machines with One Smart System
To Take or Not to Take: RMDs in 2020
FDA Gives Emergency Authorization for CRISPR-Based Diagnostic Tool for Coronavirus
To Take or Not to Take: RMDs in 2020
Amy Raskin Discusses Current Markets and Themes
Forbes | America’s Top Women Wealth Advisors 2020 | 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.
Our story begins with yours.
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.
* REQUIRED FIELDS