Laly Kassa, CFP®
Managing Director


Tel: 240.497.5087


Laly works with clients to address their financial and investment planning needs. She has helped high net worth individuals, foundations and non-profits with financial strategy 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.

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

Watch a video with Laly Kassa: Planning for Clients »

Important Disclosures