Senior Trust Officer
August 25, 1962 – August 10, 2024
Colleen was a Senior Trust Officer at Chevy Chase Trust from 2022 until her passing on August 10, 2024. She was well known for her deep affection and dedication to her clients and colleagues alike. She spent 25 years working in trust departments handling the administration of personal trusts, charitable foundations, scholarship and special needs trusts, and wealth and investment management accounts.
She was a member of the Northern Virginia Estate Planning Council and served as the Chair of the Governance Committee as well as a member of the Diversity, Equity & Inclusion Committee. She was a member of the Estate Planning Council for Montgomery County and served on the Program Committee for their organization.
Colleen was also a Certified Trust and Financial Advisor.
