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    Chevy Chase Trust

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    Description

    • Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.
    • location

      Headquarters:7501 Wisconsin Avenue Suite 1500, Bethesda, Maryland, United States

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    • Chevy Chase Trust phone

      Phone Number: +1 240-497-5000

    • Chevy Chase Trust website

      Website: https://www.chevychasetrust.com

    • Chevy Chase Trust employees

      Employees:109

    • Chevy Chase Trust revenue

      Revenue:$100 - 250M

    • Chevy Chase Trust legal name

      Legal Name:Chevy Chase Trust

    • Chevy Chase Trust's Social Media

      Chevy Chase Trust linkedin Chevy Chase Trust twitter
    • done Is this data correct?

    • |  NAICS Code: 621111  |

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    Person level website identification

    CEO for Chevy Chase Trust

    Jeff Whitaker

    President And Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Jeffery Bishoff

    Chief Technology Officer

    Amy Raskin

    Chief Investment Officer

    Jeannette Roegge

    Chief Fiduciary Officer

    Stacy Murchison

    Chief Marketing Officer

    Larry Fisher

    President - Family Wealth

    Frequently Asked Questions regarding Chevy Chase Trust

    • Where are Chevy Chase Trust's Headquarters?

      Chevy Chase Trust's Headquarters are in 7501 Wisconsin Avenue Suite 1500,Bethesda,Maryland,United States

    • What is Chevy Chase Trust's phone number?

      Chevy Chase Trust's phone number is +1 240-497-5000

    • What is Chevy Chase Trust's official website?

      Chevy Chase Trust's official website is https://www.chevychasetrust.com

    • What is Chevy Chase Trust's Revenue?

      Chevy Chase Trust's revenue is $100 - 250M

    • What is Chevy Chase Trust's NAICS code?

      Chevy Chase Trust's NAICS code is 621111

    • How many employees are working in Chevy Chase Trust

      Chevy Chase Trust has 109 employees

    • What is Chevy Chase Trust's Industry?

      Chevy Chase Trust is in the industry of Investment Management

    • Who is Chevy Chase Trust's CEO?

      Chevy Chase Trust's CEO is Jeff Whitaker

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