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
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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 […]
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 […]
Amy Raskin Keynote Speaker at 2026 University of Pennsylvania Engineering Undergraduate Commencement Ceremony
Chevy Chase Trust is proud to congratulate Chief Investment Officer Amy Raskin on serving as the keynote speaker at the […]
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 […]
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. […]
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 […]
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 […]
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 […]
Marc Wishkoff Featured by the Community Foundation for Northern Virginia
Marc Wishkoff, Head of Business Development at Chevy Chase Trust, was recently featured in a video by the Community Foundation […]
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 […]
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 […]
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 […]
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 […]
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 […]
Chevy Chase Trust Advisor on 2025 Top Women Wealth Advisors Best-In-State List
Forbes announced the 2025 Top Women Wealth Advisors Best-In-State and a Chevy Chase Trust advisor has made the list for the third year […]
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. […]
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 […]
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 […]
Chevy Chase Trust Welcomes Al Bhatt
Al Bhatt has joined Chevy Chase Trust’s Northern Virginia office as Managing Director, Wealth Advisor & Relationship Manager. Al is responsible […]
Fixed Income Investing Webinar on March 30, 2023
Craig Pernick and Carlton Davis Share Insights on Fixed Income Investing
Chevy Chase Trust Advisor Named to 2023 Top Women Wealth Advisors Best-In-State List
2/2/23: Congratulations to the smart and hard-working Deborah (Deb) Gandy, Managing Director at Chevy Chase Trust! Forbes announced their ranking for 2023’s Top Women Wealth Advisors Best in State and Deb has been ranked #2, up from #3 last year, in the state of Maryland.
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 Welcomes Stefania Napolitano
Chevy Chase Trust is pleased to welcome Stefania Napolitano as Assistant Vice President & Trust and Estates Attorney. As part of the Estate Planning team, Stefania assists clients in the review of their existing estate plans and advises them on estate planning options and strategies.
Chevy Chase Trust Welcomes James Nguyen
Chevy Chase Trust is pleased to welcome James Nguyen as Director and Portfolio Manager. James joins an experienced investment team managing equity portfolios, conducting thematic research, and performing fundamental analysis.
Q&A | Claire Voorhees | Wealth Advisor and Relationship Manager
At Chevy Chase Trust, our Wealth Advisors build relationships by thoroughly understanding the ever-changing needs of our clients and assembling a team of experts to ensure that all those needs are met. Meet Claire Voorhees - Wealth Advisor and Relationship Manager.
Q & A | Ramona Mockoviak | Wealth Advisor
We are proud to welcome Ramona Mockoviak as Senior Managing Director and Wealth Manager! She will advise clients on investment management, financial and estate planning and trust administration and will help grow the firm’s client base.
Chevy Chase Trust Welcomes Ramona Mockoviak
Chevy Chase Trust is pleased to welcome Ramona Mockoviack as Senior Managing Director and Wealth Advisor.
Q & A | Wendy Moyers, CFP®, CDFA® | Wealth Advisor
At Chevy Chase Trust, our Wealth Advisors act as quarterbacks of teams of experts that ensure all financial needs of our clients are met. We build client relationships one step at a time by thoroughly understanding their ever-changing needs. Meet Wendy Moyers, CFP®, CDFA®.
Chevy Chase Trust Welcomes Claire Voorhees
Chevy Chase Trust is pleased to welcome Claire Voorhees as Wealth Advisor and Relationship Manager.
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.
Q & A | Frederick M. Hopkins, JD, CFA | Wealth Advisor
At Chevy Chase Trust, our Wealth Advisors build relationships by thoroughly understanding the ever-changing needs of our clients and assembling a team of experts to ensure that all those needs are met. Meet Fred M. Hopkins, JD, CFA - Wealth Advisor and Relationship Manager.
Chevy Chase Trust Welcomes Kevin Heilenday
Chevy Chase Trust is pleased to welcome Kevin Heilenday as Associate General Counsel and Director.
Chevy Chase Trust Welcomes Frederick M. Hopkins, JD, CFA
Frederick M. Hopkins, JD, CFA has joined Chevy Chase Trust as Managing Director, Wealth Advisor and Relationship Manager.
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.
Chevy Chase Trust Welcomes Wendy Moyers, CFP®
Wendy Moyers, CFP® has Joined Chevy Chase Trust as Director, Wealth Advisor and Relationship Manager.
Q & A with Michael Kleinschmidt, Vice President
What sets Chevy Chase Trust apart from other Investment Advisory firms? Providing a top-level customer experience. Meet Michael Kleinschmidt, Assistant Vice President.
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 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.
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.
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.
Q & A with Jastinder Sohi
We recently sat down with Jast Sohi, who is an Equity Portfolio Manager and Macroeconomic Research Analyst at Chevy Chase Trust, to learn more about his background and who and what inspired his career in finance.
Q & A with Lawrence P. Fisher, II
We recently sat down with Larry Fisher, Senior Managing Director & President, Family Wealth Services, to learn more about his background.
Q & A with Amy P. Raskin
Amy P. Raskin, Chief Investment Officer On February 3, 2014, Amy Raskin, joined Chevy Chase Trust as Chief Investment Officer […]
Q & A with Paula Landau, CFP®, ChSNC®
We recently sat down with Paula A. Landau, Managing Director, to learn more about her background and who and what inspired her career in finance.
Q & A with Elizabeth Kearns
We recently sat down with Elizabeth Kearns, Vice President, to learn more about her background and who and what inspired her career in finance.
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.
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.
Q & A with Leslie K. Smith
Recently, we sat down with Leslie Smith, Senior Managing Director responsible for the financial and estate planning services of the firm.
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.
Q & A with Michael Gildenhorn
We recently sat down with Michael to learn more about his background and how he began his career.
Q & A with Deb Gandy
At Chevy Chase Trust each relationship begins with a comprehensive review of the client’s financial situation. Recently, we sat down with Deb to learn more about her background and how she began her career.
Q & A with Craig Pernick
At Chevy Chase Trust, we manage your money as if it were our own. Recently, we sat down with Craig Pernick, a Senior Managing Director with oversight of Chevy Chase Trust’s fixed income investments.
Q & A with Christine Wallace
Christine Wallace joined Chevy Chase Trust in 2008 after a long career as a portfolio manager with U.S. Trust Company. We sat down with Christine to learn more about her background and how she began her career.
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.
Q & A | Jeffrey C. Dillman, CFA
Jeffrey C. Dillman, CFA – Senior Portfolio Manager Jeff Dillman joined Chevy Chase Trust as Managing Director and Portfolio Manager, […]
