Laly Kassa
Senior Managing Director
Co-Head of Planning Group


Tel: 240.497.5087


As Co-Head of the Planning Group, Laly shares responsibility for the strategic direction and delivery of the financial and estate planning services of the firm. She and her team work directly with clients to gather pertinent data and create strategic paths to reach their short and long term objectives. Laly has helped guide high net worth individuals, foundations and non-profits for over 30 years.

Prior to joining Chevy Chase Trust, Laly held a similar position at Citi Private Bank where she was a Director responsible for financial planning. Previously, Laly was a Managing Director at U.S. Trust Company where she oversaw all aspects of planning in the Washington metropolitan area. From 1995 to 1999, Laly was at Salomon Smith Barney, where she was a founding member of the firm’s structured products and derivatives group. She specialized in hedging strategies for clients with concentrated equity positions. Laly began her career at Citi Private Bank where she worked in Treasury and in fixed income and foreign exchange derivatives.

Laly earned a Master’s from Columbia University, a Master of Science from American University, and a B.A. from the University of California at Santa Barbara. She is a Certified Financial Planner® and a member of the Washington D.C. Estate Planning Council and the Financial Planning Association.

Bethesda Magazine 2022 Top Financial Professional »

Watch a video with Laly Kassa: Maximize Your Impact: Charitable Giving with Strategy and Purpose in 2022 »

Watch a video with Laly Kassa: Maximize Your Wealth »

Watch a video with Laly Kassa: Financial Planning and College Savings »

Watch a video with Laly Kassa: Optimizing Your Wealth and Health »

Read a Barron’s article with Laly Kassa: The Single Woman’s Guide to Retirement Planning »

Hear College Funding Tips from Laly Kassa »

Watch a video with Laly Kassa: Planning for Clients »

Important Disclosures