Wealth Advisor and Relationship Manager
Fred is responsible for providing comprehensive wealth management advice to families, individuals, foundations and endowments. He oversees the delivery of services to clients and coordinates with their legal, accounting and other advisors.
Prior to joining Chevy Chase Trust, Fred held various senior leadership and client advisory positions at Wilmington Trust, most recently serving as head of a national team responsible for the fiduciary oversight of illiquid and hard-to-value trust assets, and before that in various wealth planning advisory roles for families and individuals.
Fred earned his undergraduate degree in economics from Williams College, his Juris Doctor from the University of Maryland School of Law and is a CFA charterholder. He is a past Chair and current member of the Investment Committee for the Episcopal Diocese of Maryland, and a Trustee of Friends of Clifton Mansion.