Second Quarter, 2025
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. “There are […]
News & Noteworthy
Explore our latest news and insights locally and around the globe.
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 […]
Chevy Chase Trust Sponsors Georgetown’s Friends of Volta Park
Chevy Chase Trust was proud to sponsor Georgetown’s Friends of Volta Park’s Annual Cocktail Party and Fundraiser at Georgetown Visitation. […]
Chevy Chase Trust Employees Enjoy a Day at Nationals Park
Chevy Chase Trust team members Egan Valliant, Jessica Frommer, Tim Spear, Yoli Barresi, Francisco Moreno, Megan Nevius, Carlton Davis, Cindy […]
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 […]
Chevy Chase Trust Sponsors the Washington National Opera
Chevy Chase Trust was proud to sponsor the 2025 Washington National Opera (WNO) Gala. Senior Managing Director Ramona Mockoviak, who […]
Chevy Chase Trust Sponsors Housing Unlimited
Chevy Chase Trust proudly sponsored the Housing Unlimited’s Welcome Home Celebration on May 14. Paula Landau, Managing Director and Wealth […]
Chevy Chase Trust Sponsors The Phillips Collection
Chevy Chase Trust was proud to sponsor The Phillips Collection Annual Gala 2025 on May 9. Our President and CEO, […]
Chevy Chase Trust Sponsors Historic St. Mary’s City Foundation
Chevy Chase Trust was pleased to sponsor the Historic St. Mary’s City Foundation’s MarylandFest on May 3, a celebration of Maryland’s […]
Chevy Chase Trust Sponsors Edlavitch DCJCC
Chevy Chase Trust was proud to sponsor the Edlavitch DCJCC Gala on May 1. As an American Jewish Community Center, the […]
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 […]
Chevy Chase Trust | 2025 Spring Reception & Cocktail Party
On April 28, Chevy Chase Trust hosted its annual Spring Reception and Cocktail Party at the Smithsonian National Museum of […]
Chevy Chase Trust Sponsors TCU Investment Strategies
Chevy Chase Trust was proud to sponsor the 21st TCU Investment Strategies Conference on April 22. The event explored disintermediation in […]
First Quarter, 2025
Click here for a printable version of the Investment Update. April 5, 2025 We penned the attached first quarter 2025 […]
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 […]
CCT Pres. & CEO Serves as Panelist at NVC Economic Event
On February 26, Chevy Chase Trust’s President & CEO, Jeff Whitaker attended the NVC Annual Economic Outlook gathering at George […]
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 Sponsors Mid-Atlantic Fellows Institute
Chevy Chase Trust was a proud to be a sponsor of Class IV of the Mid-Atlantic Fellows Institute, supporting the […]
