President & CEO | Jeff Whitaker

Washington Business Journal – 10. 2021: “For Jeff Whitaker, stepping into the role of president and CEO of Chevy Chase Trust marks a full circle moment.

Born and raised just a few blocks away from the trust’s current offices in Bethesda, Whitaker went on to stints outside of the region at Bridgewater Associates, Berkshire Partners and JPMorgan Chase & Co. He accepted the role at Chevy Chase Trust early this year after a nationwide search to replace the firm’s previous leader, Peter Welber, who had held the CEO title for 17 years.

The firm — which held $32 billion in assets under management as of 2020 and employed 110 people, per Washington Business Journal research — has been embracing remote work and virtual sessions to help expand its client base. “The Zoom meetings are here to stay,” Whitaker said.”

Read the full article in the Washington Business Journal.


Important Disclosures