Deb is responsible for advising clients in the areas of investment management, financial and estate planning, and trust administration. She oversees the delivery of services to clients and coordinates with their legal, accounting and other advisors.

Prior to joining Chevy Chase Trust, Deb was Director and Private Banker at Citi Private Bank. Before that, she was Senior Vice President and Relationship Manager at U.S. Trust Company where she was responsible for business development and client relationship management. Deb has also held positions with Wachovia Bank and Trust and the Royal Bank of Scotland in New York City.

Deb graduated from the University of North Carolina at Chapel Hill. She was the prior chair of the board for Lead Virginia and a graduate of the class of 2012. She serves on the board of Signature Theatre in Arlington, Virginia where she previously served as board chair. She is the immediate past chair of the board of the Northern Virginia Chamber of Commerce (NVC) and is secretary of the board of the Arlington Community Foundation. She was recently appointed to the board of the VHC Foundation. Deb also serves on the advisory board and the executive committee of the Honors College at George Mason University.

Important Disclosures