Chevy Chase Trust | 2025 Account Information
2025 Tax Documents To allow you to plan for the preparation of your 2025 tax returns, we are providing a […]
News & Noteworthy
Explore our latest news and insights locally and around the globe.
2025
Fourth Quarter, 2025
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. After a year […]
Chevy Chase Trust Sponsors Arlington Community Foundation Spirit of Community Awards
Chevy Chase Trust was proud to sponsor the 32nd annual Spirit of Community Awards, hosted by the Arlington Community Foundation […]
Chevy Chase Trust Named to CNBC’s 2025 Financial Advisor 100 List
We’re proud to share that Chevy Chase Trust has been named to CNBC’s 2025 Financial Advisor 100 list. CNBC’s Financial […]
Chevy Chase Trust Sponsors the 2025 Wolf Trap Bollywood Ball
Chevy Chase Trust was proud to sponsor the Wolf Trap Bollywood Ball on September 26. Al Bhatt, Managing Director of […]
Third Quarter, 2025
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. As capital […]
Chevy Chase Trust Sponsors the Automotive Hall of Fame
Chevy Chase Trust was proud to sponsor the 2025 Automotive Hall of Fame Induction & Awards Ceremony in Detroit. Representing […]
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 […]
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 […]
