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Chevy Chase Trust will: Explore and understand your unique situation; Actively manage your asset allocation; Work one-on-one and design a strategy for you; Stay accessible and informed at all times
Chevy Chase Trust is an investment management firm and think tank specializing in thematic investing and planning. Headquartered in the Washington, D.C.
Chevy Chase Trust Investment Management Bethesda, Maryland 6,096 followers Chevy Chase Trust is an investment management firm specializing in global thematic investing and planning.
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Because Chevy Chase Trust is privately owned and financially secure: We can invest in expertise and client service. We can invest in acquiring and retaining the best people. We can invest in our communities. Pursuing Potential - Chevy Chase Trust is privately owned and operated by the B.F. Saul family. This alone does not make the business unique.
Sep 30, 2021 · Jeff Whitaker accepted the CEO 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.
Director of Portfolio Management. Laura Greb Client Services Associate. Dan Hall Managing Director. Ashley G. Hall Vice President. Wealth Advisor and Relationship Manager. Alexander Hanna Trust Officer. Kristi Henry Assistant Vice President. Financial Planning Associate. Merrill Hermann Marketing Events Coordinator.
Chevy Chase Trust is the pre-eminent investment and wealth management firm in the Washington, D.C. area. With more than $27 billion in assets under management, the firm specializes in proprietary thematic investment research, customized portfolio management, financial planning and trust services for individuals, endowments and institutions.
