Susan Freed, CFP®, Managing Director
April 3, 2014
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 G. Freed, President of Freed Advisors, is a widely recognized financial expert who has provided independent investment and financial planning advice to affluent individuals and businesses since 1990.
“After considering all of the options, Chevy Chase Trust became the best choice for our clients and ourselves, “remarked Freed. “They are in the forefront of global thematic investing. That, along with the substantive guidance they offer clients in all areas of finance, made our selection process easy. ” “Susan and her team have earned an excellent reputation in our community for their investment and financial planning expertise, “said Welber. “Their client-centric culture is a perfect match with ours and together we look forward to helping all of our clients reach their financial potential.”
Chevy Chase Trust The pre-eminent investment management firm in the Washington, D.C. area, Chevy Chase Trust is privately-owned by a family with over a century of roots in the Washington community. With more than $18 billion in total assets and a team of 75 professionals averaging 20 years of experience, Chevy Chase Trust specializes in investment management for wealthy individuals, endowments and institutions.
SOURCE Chevy Chase Trust
CONTACT Stacy Murchison 240.497.5008 [email protected]