As Chief Fiduciary Officer, Jeannette oversees the firm’s fiduciary services, including its role as corporate trustee of testamentary and inter vivos trusts and as executor of probate estates.
Prior to joining Chevy Chase Trust, Jeannette spent 15 years in private practice as an estate planning attorney and advisor to high net worth families and businesses most recently with Baker & Hostetler LLC. Prior to that, Jeannette was with Furey Doolan & Abell and before that, with Best & Flanagan in Minneapolis, Minnesota.
Jeannette graduated from Williams College and obtained her Juris Doctor from the University of Michigan where she was inducted into the Order of the Coif. Jeannette is a member of the DC Estate Planning Council and serves as a Co-Chair of the Estate Planning Committee of the Tax Section of the D.C. Bar Association. Jeannette serves on the Wood Acres Elementary School PTA Board of Directors and coaches youth soccer and lacrosse.
Read: “Chevy Chase Trust is a Fiduciary. Here’s What Sets Us Apart”, a Q&A with Jeannette Roegge, Chief Fiduciary Officer »
Watch A Virtual Event: “Family Wealth & Well-Being: Rethinking Traditional Inheritance Planning” with Jeanette Roegge »
