Chevy Chase Trust 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 […]
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Third Quarter, 2024
Click here for a printable version of the Investment Update. Stock indices reached new highs in the third […]
Chevy Chase Trust 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 […]
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 […]
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 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 | 2021 Account Information
Details regarding the timing and availability of your Chevy Chase Trust account tax forms.
Chevy Chase Trust was pleased to host renowned author, journalist, and professor, Walter Isaacson for a conversation about his new book, The Code Breaker: Jennifer Doudna, Gene Editing, and the Future of the Human Race. In the book, Mr. Isaacson showcases Jennifer Doudna, Ph.D., whose work on the gene-editing technology called CRISPR won her and Emmanuelle Charpentier the 2020 Nobel Prize in Chemistry and, Mr. Isaacson believes, will change the future of medicine.
Click on the link above to view the recording of the Chevy Chase Trust event featuring Mr. Isaacson’s description of Dr. Doudna’s journey of discovery, the life sciences revolution in which “molecules will become the next microchip,” the ethical issues associated with designer babies and much more. His remarks are followed by a question and answer session led by Amy Raskin, Chief Investment Officer, and Andrew Marshall, Vice President, both of Chevy Chase Trust.
Read our white paper on Investing in Disruptive Change: Personalized Medicine »
Read our white paper on Genomics »
A Conversation with Walter Isaacson on March 9, 2021
Chevy Chase Trust was pleased to host renowned author, journalist, and professor, Walter Isaacson for a conversation about his new book.
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.
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.
Chevy Chase Trust Managing Director Featured in Bethesda Magazine
Featured in the recent cover story “Local Cycling’s Weekend Warriors,” Michael Gildenhorn, Managing Director, credits cycling with enriching his life.
Chevy Chase Trust’s Woman Who Means Business
Chevy Chase Trust proudly announces that Deborah Gandy, Managing Director, has been selected by the Washington Business Journal as one […]
