Chevy Chase Trust Featured Bethesda Magazine’s Women in Business Profile
Chevy Chase Trust is pleased to be featured in the Women in Business Profile of Bethesda Magazine’s September/October 2026 edition. […]
News & Noteworthy
Explore our latest news and insights locally and around the globe.
Latest News
Third Quarter, 2026
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. Equity markets […]
Chevy Chase Trust Recognized Among Barron’s 2026 Top 100 RIA Firms
We’re pleased to share that Chevy Chase Trust has once again been recognized among Barron’s 2026 Top 100 RIA Firms. […]
Interview | Chris M. Young, CFA | Director, Portfolio Manager
How Thematic Investing Follows the Scent of Opportunity In this interview, Portfolio Manager and Research Analyst Chris Young discusses Chevy […]
Interview | Quinton Clemm | Vice President, Wealth Advisor & Relationship Manager
How Curiosity Shapes a Client-First Approach to Wealth Management In this interview, Wealth Advisor & Relationship Manager Quinton Clemm reflects […]
Chevy Chase Trust President & CEO Jeff Whitaker Featured on the AltsViews Podcast
Chevy Chase Trust President & CEO Jeff Whitaker was recently featured on the inaugural episode of AltsViews: A View from […]
Second Quarter, 2026
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. Excessive […]
Interview | James Nguyen | Director, Portfolio Manager & Thematic Research Analyst
Finding Investment Opportunities Before the Market Catches Up In this interview, Portfolio Manager and Thematic Research Analyst James Nguyen discusses […]
Interview | Al Bhatt | Managing Director, Wealth Advisor & Relationship Manager
Helping Families Align Wealth Management with What Matters Most In this interview, Wealth Advisor & Relationship Manager Al Bhatt discusses […]
Chevy Chase Trust hosts Annual Spring Reception at Smithsonian National Air and Space Museum in Washington, D.C.
Chevy Chase Trust hosted its Annual Spring Reception and Cocktail Party at the Smithsonian National Air and Space Museum in […]
Chevy Chase Trust Sponsors 22nd Investment Strategies Conference at Texas Christian University
Chevy Chase Trust was proud to sponsor the 22nd Investment Strategies Conference (ISC) at Texas Christian University (TCU). Centered on Frontiers […]
Chevy Chase Trust Advisors on 2026 Best-In-State Wealth Advisors List
Forbes has announced the 2026 Top Wealth Advisors Best-In-State and Chevy Chase Trust is proud to share that three of our advisors have […]
First Quarter, 2026
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. Even […]
Deborah Gandy, Michael Gildenhorn, and Ramona Mockoviak named 2026 Washingtonian Top Financial Advisers
Congratulations to Senior Managing Directors Deborah Gandy, Michael Gildenhorn, and Ramona Mockoviak on being named 2026 Washingtonian Top Financial Advisers. […]
Chevy Chase Trust Recognized as 2026 Best of Bethesda Wealth Management Firm
We have been named the 2026 Best of Bethesda Readers’ Pick in the Wealth Management Firm category by Bethesda Magazine. […]
Paula Landau, CFP®, ChSNC®, CTFA Named Finalist in Bethesda Magazine’s Best of Bethesda 2026 Readers’ Poll
We’re proud to share some exciting news from our local community: Paula Landau, Managing Director at Chevy Chase Trust, has […]
Chevy Chase Trust | 2025 Account Information
2025 Tax Documents To allow you to plan for the preparation of your 2025 tax returns, we are providing a […]
Navigating High Hopes, Higher Hurdles: A 2026 Market Outlook
Originally published in Wealth Management – 2026 Market Outlook By Marc K.Wishkoff, Senior Managing Director & Head of Business Development, Chevy […]
Fourth Quarter, 2025
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. After a year […]
Chevy Chase Trust Appoints Carlton W. Davis, CFA Co-Head of Fixed Income
Chevy Chase Trust is pleased to announce the appointment of Carlton W. Davis, CFA, as Co-Head of Fixed Income, marking an important milestone […]
Chevy Chase Trust Has Been Ranked on the 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 […]
Deb Gandy Named a Virginia Business “2025 Women in Leadership Award” Honoree
Congratulations to Deb Gandy, Senior Managing Director at Chevy Chase Trust, on being recognized with the Virginia Women in Leadership […]
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 […]
Interview | Zachary Navarro | Vice President, Thematic Research Analyst
Investing Beyond Borders: The Case for Developed Markets Abroad Thematic Research Analyst Zachary Navarro explains how the theme demonstrates Chevy […]
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 […]
First Quarter, 2025
Click here for a printable version of the Investment Update. April 5, 2025 We penned the attached first quarter 2025 […]
Interview | Ramona Mockoviak | Senior Managing Director
Empowering Women in Wealth Management In this interview, Senior Managing Director Ramona Mockoviak shares how Chevy Chase Trust fosters a […]
Interview | Laly Kassa | Co-Head of Planning Group
How Women Make a Difference in Wealth Management In this interview, Senior Managing Director and Co-Head of Planning Group Laly […]
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. […]
Chevy Chase Trust Ranks on 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 […]
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 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 […]
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.
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.
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 Advisor Named to 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.
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.
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.
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.
