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 for the firm and a natural progression of our investment leadership.
Since joining the firm, Carlton has been a driving force within the Fixed Income team, bringing a sophisticated understanding of markets and a disciplined approach to portfolio construction and trading. His experience includes an institutional fixed income role at Liberty Mutual Investments and a prior role in Operations at T. Rowe Price. He is a CFA charterholder and earned his MBA from The Wharton School.
Known for his analytical rigor and strategic perspective, Carlton has played a key role in shaping our fixed income strategy and delivering consistent results. His leadership reflects the qualities that define Chevy Chase Trust’s approach: deep research, thoughtful security selection, and agile execution.
As Co-Head of Fixed Income, Carlton will help lead the department into its next chapter, reinforcing the high-touch service and disciplined investment approach that set our firm apart.
Please join us in congratulating Carlton on this significant and well-earned achievement.
