At Chevy Chase Trust, Marc oversees the delivery of Chevy Chase Trust services to clients and coordinates with their legal, accounting and other third-party advisors.
Recently, we sat down with Leslie Smith, Senior Managing Director responsible for the financial and estate planning services of the firm.
Recently, Chevy Chase Trust was invited to attend the prestigious Euromoney Central and Eastern Europe Forum as a delegate.
Economic Conditions (Audio Version) The over-arching theme for 2013, reminiscent of the Sherlock Holmes story, “Silver Blaze,” can be characterized […]
Jeffrey C. Dillman, CFA Senior Portfolio Manager Jeff Dillman joined Chevy Chase Trust as Managing Director and Portfolio Manager, coming […]
What is wrong with Brazil? That is the question I asked back in October in this blog. Today’s question for […]
The election results from Greece are in, and the good news for investors is that it appears likely that a buildable coalition will result.
Week of May 21 – 25, 2012 Economics In general, U.S. economic data last week was slightly above expectations. Despite […]
Colombia, a country followed closely by Chevy Chase Trust’s investment team, continues to ride a wave of good news. At the top of the list is Time magazine’s cover story: The Colombian Comeback.
On May 1, 2012, Round House Theatre celebrated ten years in downtown Bethesda. The gala included a silent auction, fine […]
Did you know that in the United States breast cancer is diagnosed every two minutes, and a woman dies of […]
On April 28, 2012, Chevy Chase Trust proudly sponsored Catholic Charities at its 2012 Annual Foundation Gala at the Marriott […]
On April 16, 2012, Chevy Chase Trust proudly sponsored Signature Theatre at its Annual Sondheim Award Gala. This year’s honoree […]
Economic Conditions (Audio Version) Real GDP increased at an annual rate of 3.0 % in the fourth quarter of 2011, […]
Last week after a summit in Brussels, EU leaders declared a turning point in the Greece fueled Euro debt crisis. Leaders pledged to shift their focus away from budget cutting and onto pro-growth projects.
Global equity markets had a challenging year.
Economic Conditions We expect fourth-quarter GDP growth to be about 3.5%, after final revisions, a dramatic increase from the prior […]
Q: How did you first develop an interest in investment management? A: After college, I went to Budapest, Hungary on […]
If you converted a regular IRA into a Roth in 2010 and the value of your Roth IRA has fallen, you may want to consider undoing — or "recharacterizing" — the transaction.
This is a quarterly update of economic conditions and investment strategy. Economic Conditions Last quarter, we addressed the headwinds facing […]
Here at Chevy Chase Trust, we’re proud of our heritage, which began in 1837 during the early days of private […]