Chevy Chase Trust Has Been Ranked on the Forbes 2025 List of America’s Top RIA Firms
We are proud to announce that Chevy Chase Trust has been ranked on the Forbes 2025 list of America’s Top […]
News & Noteworthy
Explore our latest news and insights locally and around the globe.
Latest News
Chevy Chase Trust Named to CNBC’s 2025 Financial Advisor 100 List
We’re proud to share that Chevy Chase Trust has been named to CNBC’s 2025 Financial Advisor 100 list. CNBC’s Financial […]
Third Quarter, 2025
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. As capital […]
Chevy Chase Trust has been named to Barron’s 2025 Top 100 RIA Firms list
We’re pleased to announce that Chevy Chase Trust has been named to Barron’s 2025 Top 100 RIA Firms list — […]
Deb Gandy Named “2025 Top Financial Professional” by Northern Virginia Magazine
Chevy Chase Trust is proud to share that Deb Gandy, Senior Managing Director, has been named one of Northern Virginia Magazine’s 2025 […]
Does the One Big Beautiful Bill Act Change Your Charitable Giving Plan?
Click here to view the summary. Click here to download the full version. The recently passed One Big Beautiful Bill […]
Planning Implications of the One Big Beautiful Bill Act of 2025
The signing of the federal budget bill into law on July 4th creates new planning opportunities and considerations. Please read […]
Second Quarter, 2025
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. “There are […]
Interview | Garrett Collier, CFA | Vice President, Thematic Research Analyst
How the Advent of Molecular Medicine Exemplifies the Power of Thematic Investing In this interview, Thematic Research Analyst Garrett Collier […]
Interview | Carlton W. Davis, CFA | Fixed Income Portfolio Manager
Why Fixed Income Investing Might Be Right for You Today In this interview, Fixed Income Portfolio Manager Carlton Davis explains […]
Interview | Marc Wishkoff | Senior Managing Director & Head of Business Development
How CCT’s Boutique Status, Personalized Approach Builds Trust with Clients In this interview, Senior Managing Director and Head of […]
Chevy Chase Trust | 2025 Spring Reception & Cocktail Party
On April 28, Chevy Chase Trust hosted its annual Spring Reception and Cocktail Party at the Smithsonian National Museum of […]
First Quarter, 2025
Click here for a printable version of the Investment Update. April 5, 2025 We penned the attached first quarter 2025 […]
Chevy Chase Trust | 2024 Account Information
2024 Tax Documents To allow you to plan for the preparation of your 2023 tax returns, we are providing a […]
Fourth Quarter, 2024
Click here for a printable version of the Investment Update. To listen to our Q4 2024 Investment Update, follow and […]
Deborah Gandy, Paula Landau, and Wendy Moyers Named Top Financial Professionals 2024 by Bethesda Magazine
Congratulations to Deborah Gandy, Paula Landau, and Wendy Moyers for being named among Top Financial Professionals 2024 by Bethesda Magazine. […]
CCT Ranks 10th on Forbes List of Top RIA Firms in 2024
As of October 8, 2024, Forbes has ranked Chevy Chase Trust 10th on the 2024 Forbes/SHOOK list of America’s Top RIA Firms. After […]
Third Quarter, 2024
Click here for a printable version of the Investment Update. Stock indices reached new highs in the third […]
CCT Ranks on List of Barron’s Top 100 RIA Firms in 2024
Chevy Chase Trust is proud to announce its ranking on Barron’s 2024 list of the Top 100 RIA firms. This is […]
Interview | Elizabeth Kearns | Managing Director & Co-Head of Planning Group
How Chevy Chase Trust Tailors Estate Planning to Each Clients’ Needs In this interview, Managing Director and Co-Head of Planning […]
Second Quarter, 2024
Click here for a printable version of the Investment Update. Equity index returns were strong through the first six […]
“Planning for the 2026 Sunset of the Estate Tax Exemption” webinar recording
Co-Heads of Chevy Chase Trust’s Planning Group, Laly Kassa and Elizabeth Kearns, discuss what’s at stake, who should pay attention […]
Podcast Annoucement: Pandora | Apple Podcasts | Spotify
We are pleased to announce that as of today and going forward each quarter, you will be able to access […]
First Quarter, 2024
Despite a third-quarter decline, equity markets remain positive year to date. We think a new era for investors is emerging that will likely be less favorable for the investment strategies that have delivered strong returns in the past. We are carefully repositioning Thematic Equity portfolios for the changes we expect.
Interview | Jeannette Owen Roegge | Chief Fiduciary Officer
Chevy Chase Trust is a Fiduciary. Here’s What Sets Us Apart. In this short interview, Chief Fiduciary Officer Jeanette Owen […]
Chevy Chase Trust Advisor on Forbes 2024 Top Women Wealth Advisors Best-In-State List
Forbes announced the 2024 Top Women Wealth Advisors Best-In-State and a Chevy Chase Trust advisor has made the list for the second year […]
Deborah Gandy Earns 2024 Virginia Black Business Leaders Award
Congratulations to Senior Managing Director Deborah Gandy on earning the Virginia Black Business Leaders Award from Virginia Business Magazine. Deb […]
Washington Business Journal Executive Insights Interview Featuring Chevy Chase Trust President & CEO Jeff Whitaker
Hear what CEO Jeff Whitaker had to share in his recent Executive Insights discussion with Alex Orfinger of the Washington […]
Deborah Gandy and Ramona Mockoviak named 2023 Washingtonian Top Financial Advisers
Congratulations to Senior Managing Directors Deborah Gandy and Ramona Mockoviak for being named a 2023 Washingtonian Top Financial Adviser. Deb […]
Chevy Chase Trust | 2023 Account Information
Details regarding the timing and availability of your Chevy Chase Trust account tax forms.
Fourth Quarter, 2023
Despite a third-quarter decline, equity markets remain positive year to date. We think a new era for investors is emerging that will likely be less favorable for the investment strategies that have delivered strong returns in the past. We are carefully repositioning Thematic Equity portfolios for the changes we expect.
Chevy Chase Trust Ranks on List of Top RIA Firms in 2023
As of October 10, 2023, Forbes has named Chevy Chase Trust to the 2023 Forbes/SHOOK list of America’s Top RIA […]
Third Quarter, 2023
Despite a third-quarter decline, equity markets remain positive year to date. We think a new era for investors is emerging that will likely be less favorable for the investment strategies that have delivered strong returns in the past. We are carefully repositioning Thematic Equity portfolios for the changes we expect.
Chevy Chase Trust Ranks on list of Barron’s Top 100 RIA Firms in 2023
Chevy Chase Trust is proud to announce its ranking on Barron’s 2023 list of the Top 100 RIA firms. This is […]
Bethesda’s Chevy Chase Trust Opens First Northern Virginia Office
We are proud to announce the opening of our new office in Tysons Virginia. Read the Washington Business Journal article about their recent interview with Jeff Whitaker, CEO.
Bethesda Magazine | Top Financial Professionals
As of October 25, 2022, Chevy Chase Trust is proud to announce that Larry Fisher, Deb Gandy, Michael Gildenhorn, Ashely Hall, Laly Kassa, Paula Landau, Wendy Moyers, Craig Pernick, Jast Sohi, and Marc Wishkoff have been voted as 2022 Top Financial Professionals by Bethesda Magazine.
Chevy Chase Trust Ranks on List of Top RIA Firms in 2022
As of October 25, 2022 - Based on qualitative factors such as how a firm treats and serves its clients, and quantitative metrics including assets under management and retention rates, they chose us as a top-ranking firm. Read the Forbes article.
Chevy Chase Trust Ranks on list of Barron’s Top 100 RIA Firms in 2022
Chevy Chase Trust is proud to announce its ranking on Barron’s 2022 list of the Top 100 RIA firms. Based on data for the 12-month period ending on June 30, 2022 and awarded on September 16, 2022.
Chevy Chase Trust | Washingtonian’s Best 2022
As of March 2022, Chevy Chase Trust's Deb Gandy and Michael Gildenhorn are featured as Washingtonian Magazine's "Best Financial Advisers" within the Washington area.
Chevy Chase Trust Advosor Named to Forbes 2022 Top Women Wealth Advisors Best-In-State List
This year's Forbes 2022 lists, Top Women Wealth Advisors and Best in State (MD) Women Advisors, recognizes advisors, including our own Deb Gandy, who have achieved high marks in both qualitative and quantitative factors.
Chevy Chase Trust | RIA Leaders 2021
Chevy Chase Trust is proud to be ranked 4th on Financial Planning's 2021 list of RIA Leaders.
President & CEO | Jeff Whitaker
Learn about Jeff Whitaker’s return to the DMV as President and CEO of Chevy Chase Trust, the challenges he’s faced, and the firm’s next big goals.
Barron’s Feature | Jeff Whitaker & Amy Raskin
September 2021 - Read the Barron’s article about Chevy Chase Trust’s global thematic investing as the firm is named to Barron’s 2021 Top 100 RIA Firms list.
President & CEO of Chevy Chase Trust, Jeff Whitaker, joined a panel conversation hosted by Columbia University’s Masters in Wealth Management program. Hear Jeff’s perspective on the growing wealth management industry, its various business models, key challenges and opportunities.
Columbia University’s School of Professional Studies | Jeff Whitaker
Our President & CEO, Jeff Whitaker, discussed what makes Chevy Chase Trust unique, the business model of the future, and his definition of success for the firm in a virtual panel discussion hosted by Columbia University School of Professional Studies.
Barron’s Feature | Jeff Whitaker & Amy Raskin
September 2021 - Read the Barron’s article about Chevy Chase Trust’s global thematic investing as the firm is named to Barron’s 2021 Top 100 RIA Firms list.
The American Families Plan
President Biden laid out his vision for The American Families Plan in his address to Congress. Learn more about the proposed changes.
On Tuesday, April 27, 2021, Chevy Chase Trust proudly partnered with the Virginia Hospital Center Foundation for a virtual program on charitable giving and staying-well strategies. Laly Kassa CFP®, Managing Director, offered insights into the most tax-efficient methods for giving charitably and Dr. Michael Silverman shared insight about the COVID-19 pandemic from the vantage point of the Virginia Hospital Center emergency room.
Click on the link to hear Laly Kassa describe the most optimal types of assets to give and the benefits of Donor Advised Funds and Dr. Silverman’s insights about the vaccine roll out and staying well while returning to a more active lifestyle.
Optimizing Your Wealth and Health
Charitable Giving Strategies and Maintaining Your Well-Being During COVID-19
Manager of the Decade Designation and Top Gun Ratings | Informa Financial Intelligence
Chevy Chase Trust has been honored with the Manager of the Decade designation and 5 and 6 star Top Gun ratings for its Global Thematic Equity strategy by Informa Financial Intelligence’s PSN manager database.
We are pleased to have Jeff Whitaker join Chevy Chase Trust as our new President and CEO.
Jeff comes to Chevy Chase Trust after holding several leadership roles in wealth and investment management over the past two decades, including at Bridgewater Associates, Berkshire Partners, and the J.P. Morgan U.S. Private Bank. Jeff holds an undergraduate degree from Williams College and an MBA from The Wharton School.
Hear what drew Jeff to Chevy Chase Trust and his thoughts on this exciting next chapter for the firm.
Read Jeff Whitaker’s Bio »
A Message from Jeff Whitaker, our new President & CEO
Hear what drew Jeff to Chevy Chase Trust and his thoughts on this exciting next chapter for the firm.
Welcome to our new President and CEO, Jeff Whitaker
“I was drawn to Chevy Chase Trust because of its client-focused culture, its differentiated thematic investment approach, and its committed owner,” said Mr. Whitaker.
Chief Thematic Investing Themes of the Decade
In Real Assets Adviser, Amy Raskin, CIO, discusses molecular medicine and quantum computing.
Optimizing the client experience at Chevy Chase Trust is critical to what we do. Michael Gildenhorn, Senior Managing Director and Director of Portfolio Management, discusses how our firm provides top-notch customer service for all of our clients.
Read Michael Gildenhorn‘s Bio »
Food for Thought: The Client Experience
Optimizing the client experience at Chevy Chase Trust is critical to what we do. Michael Gildenhorn discusses how our firm provides top-notch customer service for all of our clients.
With interest rates low, now may be a good time for transfer of wealth.
Learn more about Estate Planning at Chevy Chase Trust»
Elizabeth Kearns Bio »
Food for Thought: Estate Planning
With interest rates low, now may be a good time for transfer of wealth. Learn about some compelling options.
Chevy Chase Trust: Financial Times 300 Top Registered Investment Advisers 2020
Chevy Chase Trust is proud to announce its top ranking in the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.
Q & A with Marc K. Wishkoff, Head of Business Development
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.
Q & A with Jessica Frommer, Managing Director, Client Services Manager
World-class client service and the day to day client experience set Chevy Chase Trust apart from other Investment Advisory firms. Meet Jessica Frommer, Client Services Manager.
A Conversation with Amy Raskin, CIO
Listen to excerpts from a conversation with Amy Raskin on June 18, 2020.
WASHINGTON (ABC7) — Chevy Chase Trust’s Deb Gandy sat down with ABC7 news anchor Alison Starling to share some financial advice and a bit about Deb’s personal story. She described challenges she faced as a youth in the south during the civil rights movement and her work as one of the financial industry’s first female African American business development officers.
Washington ABC7 News | Deb Gandy
Chevy Chase Trust’s Deb Gandy sat down with ABC7 news anchor Alison Starling to share some financial advice and a bit about Deb’s personal story.
Laly Kassa featured in Barron’s: The Single Woman’s Guide to Retirement Planning
Anyone who has ever spent a frustrating few hours clothes shopping knows that one size doesn’t fit all. When it comes to retirement, many women, in particular, need a custom fit.
Spencer Smith featured on IREI’s Shop Talk Podcast
What are the advantages to thematic investing — as well as the pitfalls? Spencer Smith, head of institutional investments discusses these questions on the Real Assets Adviser ShopTalk podcast.
Having more money than you need can give your children a soft landing, a firm financial start, or — if you prepare them in the right way — both.
The key to meaningful conversations about family wealth management has less to do with timing and more to do with how you approach it. Larry Fisher, President of Family Wealth, shares three tips for laying the groundwork for continued financial stability.
Read Lawrence P. Fisher II’s Bio »
Food for Thought: When and How to Speak to the Next Generation About Wealth
We are asked a lot of questions about when and how to speak to the next generation about wealth. So as food for thought, we are sharing the answers.
Chevy Chase Trust | Thematic Investing | Investing Beyond the Trends
Chevy Chase Trust, recently named #1 on the annual Forbes list of Top Wealth Managers, orients its entire research process around investing in global themes.
Important Disclosures
Important Disclosures
