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.
News & Noteworthy
Explore our latest news and insights locally and around the globe.
News & Noteworthy
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
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.
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.
Q & A with Duna Hur, Trader
We recently sat down with Duna Hur, Trader at Chevy Chase Trust, to learn more about her background, interests, and why she finds the role so rewarding.
Chevy Chase Trust supports ACTEC and The Mid-Atlantic Fellows Institute
Chevy Chase Trust was proud to sponsor the inaugural class of the Mid-Atlantic Fellows Institute, created by the American College of Trust and Estate counsel.
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.
Amy Raskin Discusses Current Markets and Themes
During Pillsbury’s April 2020 webinar "Capital Markets, Credit, and Investing: The Road Ahead."
Temporary waiver of RMDs for 2020
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27, 2020.
Q & A | Bobby Eubank
We recently sat down with Bobby Eubank, Thematic Research Analyst at Chevy Chase Trust, to learn more about his background.
Q & A with Laly Kassa, CFP®
We recently sat down with Laly Kassa, who helps high net worth individuals, foundations, and non-profits with financial strategy at Chevy Chase Trust.
Chevy Chase Trust supports the 2019 Empty Bowls Bethesda
On November 4th, 2019, Chevy Chase Trust supports the 2019 Empty Bowls Bethesda.
St. Maria’s Meal Program & Chevy Chase Trust
On September 18, 2019, volunteers from Chevy Chase Trust headed into downtown D.C. to help support Catholic Charities’ St. Maria’s Wednesday Night Meal Program.
College Funding Tips from Laly Kassa
While deciding on the best way to save for college depends on your family’s unique situation, for many, the 529 plan offers the most flexibility and tax advantages.
Tax-Savvy Giving Strategies May Provide Some Relief for High-Income Earners, by Susan Freed, CFP®
What can an individual do to avoid higher taxes when faced with the loss of significant deductions?
Montgomery County’s Urban Alliance and Chevy Chase Trust
Congratulations to Chevy Chase Trust’s Amy Newman, Senior Trust Officer, for being named by Montgomery County’s Urban Alliance as Mentor of the Year for her work with high school interns.
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 Wealth Access Client Portal
Chevy Chase Trust will be converting to a new Trust Accounting System the weekend of December 1-2, 2018. During this time, clients will not be able to access account information in CConnect. We apologize for this inconvenience.
Think you should wait to start taking Social Security? At Chevy Chase Trust, many of our clients are asking this very question. Leslie Smith, Senior Advisor, examines key decisions as you head into retirement—and what happens if you choose to wait.
Read Leslie Smith’s Bio »
Food for Thought: When should I start taking Social Security benefits?
We receive a lot of questions about social security benefits and as food for thought, we are sharing the answers on when is the best time to collect.
Chevy Chase Trust hosts Health Insights 2018
On October 3, Chevy Chase Trust hosted Health Insights 2018, a program featuring three experts in the areas of genetic testing, the microbiome and the mind-gut relationship.
“Less Cancer” is Paving the Road to Cancer Prevention
A 501c3 nonprofit public charity, Less Cancer focuses on addressing preventable cancers through education and continuing medical education for healthcare providers, including physicians, nurses and public health professionals.
Pros, Cons to Buying Nvidia Stock
As Nvidia makes deep inroads into AI, its share price is skyrocketing. Bobby Eubank, Equity Research Analyst weighs in.
Q&A with Ed Dobranetski
We recently sat down with Ed Dobranetski, a Managing Director at Chevy Chase Trust, to learn more about his background and how he became interested in investment management.
Smart college planning is the gift that keeps on giving. From UTMA accounts to 529s, Chevy Chase Trust shows clients how to build a legacy of learning through personalized tuition savings strategies that take into account a family’s complete financial picture. Chevy Chase Trust’s Laly Kassa and Leslie Smith share their insights on the best savings strategies for maximizing returns.
Read Leslie Smith’s Bio »
Read Laly Kassa’s Bio »
Financial Planning and College Savings
Every client at Chevy Chase Trust receives comprehensive financial planning.
Chevy Chase Trust hosts Spring Reception at the Smithsonian’s Renwick Gallery
On April 24, Chevy Chase Trust hosted its annual Cocktail Party and Reception at the Renwick Gallery’s exhibition “No Spectators: The Art of Burning Man.”
Q & A with Tap Chibaya
We recently sat down with Tapfuma Chibaya, an Equity Research Analyst at Chevy Chase Trust, to learn more about his background and what he enjoys most about his career.
Saying economy is strengthening, Fed’s Powell suggests faster pace of interest rate hikes
From The LA Times: During his first Capital Hill appearance since taking over as Fed Chair, Jerome H. Powell suggested Tuesday that the central bank could hike its key interest rate faster than anticipated. Craig Pernick, Head of Fixed Income weighs in.
Downsizing baby boomers face a key decision: Is it better to rent or to buy?
From The Washington Post: The age-old question of whether to rent or buy is prominent on the minds of baby boomers who are contemplating downsizing. Laly Kassa, Managing Director, weighs in on the topic.
Why is Walmart Closing Sam’s Club Locations Around the Country?
From The Street: Bobby Eubank, Thematic Research Analyst, provides insight on the closing of Sam's Clubs stores across the country and its affects on the retail supply chain model.
Q & A with Blake K. Doyle
We recently sat down with Blake Keeley Doyle, Managing Director, to learn more about her background and who and what inspired her career in finance.
Slasher! Nike Wants to Cut Shoe Production Time by Half
Spencer Smith, Director of Research, and Bobby Eubank, Equity Research Analyst, offer insight on the sporting apparel’s ambitions for improving supply chain processes.
When To Consider A Corporate Trustee
Jeannette Roegge, Chief Fiduciary Officer, discusses how to determine whether a corporate trustee or executor might be beneficial to manage and protect assets.
Q & A with Michael Gildenhorn
We recently sat down with Michael to learn more about his background and how he began his career.
Chevy Chase Trust hosts John O. Brennan for Spring Reception
Chevy Chase Trust was proud to host John O. Brennan, former Director of the Central Intelligence Agency (2013-2017) on April 24, 2017.
Chevy Chase Trust hosts Ambassador Melanne Verveer for Women & Progress 2017
On February 15, Chevy Chase Trust hosted Women and Progress, an event focused on the advancements women are making in corporate America, politics and breast cancer research.
Urbanization ushers in upstart industries, innovative ideas
In 2009, for the first time in world history, the number of people living in urban areas surpassed the number living in rural areas. More recently, U.S. urban population growth began outpacing suburban growth for the first time since World War II.
Innovation, demographics make automation increasingly appealing
We are, indeed, witnessing a revolution in industrial automation. However, it is important to separate the hyperbole from the underlying economic realities.
Market Update
U.S. equity markets closed higher both days after the Donald Trump victory and Republican sweep of Congress.
What Differentiates Chevy Chase Trust?
Clients tell us they find our approach to be refreshingly straightforward. We offer careful planning, global thinking, exhaustive research and thematic portfolios. This is investing pure and simple.
Thematic investing is at the core of portfolio management at Chevy Chase Trust.
We believe that adherence to a thematic investment process delivers superior results over wealth-relevant time horizons.
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
