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Insights

Recognition & Credibility Chevy Chase Trust has consistently been recognized as a top RIA firm, ranking 10th on Forbes and included in CNBC's Financial Advisor 100 list, which enhances its reputation and trustworthiness among high-net-worth clients and institutional investors.

Market Positioning With revenue estimates between 250 million and 500 million and a client-focused, independent approach, Chevy Chase Trust appeals to affluent individuals, families, and institutions seeking personalized wealth management solutions.

Tech Savvy Approach Utilization of various modern technologies such as DocuSign, Cloudflare, and Google Tag Manager indicates a tech-forward mindset, providing opportunities to offer advanced digital solutions or enhance client experiences via innovative platforms.

Community Engagement Active participation and sponsorship in community awards and events like the Spirit of Community Awards and The Phillips Collection Gala demonstrate strong local presence and relationship-building potential for tailored networking and partnership opportunities.

Growth & Expansion Being recognized as a top firm since 2019 and maintaining a relatively dedicated employee base suggests ongoing growth potential and openness to strategic partnerships, collaborative solutions, and services that support scaling operations.

Chevy Chase Trust Tech Stack

Chevy Chase Trust uses 8 technology products and services including jsDelivr, jQuery UI, DocuSign, and more. Explore Chevy Chase Trust's tech stack below.

  • jsDelivr
    Content Delivery Network
  • jQuery UI
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • reCAPTCHA
    Security
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • Magnific Popup
    Web Tools And Plugins
  • AddThis
    Widgets

Media & News

Chevy Chase Trust's Email Address Formats

Chevy Chase Trust uses at least 1 format(s):
Chevy Chase Trust Email FormatsExamplePercentage
FLast@chevychasetrust.comJDoe@chevychasetrust.com
96%
Last@chevychasetrust.comDoe@chevychasetrust.com
2%
LFirst@chevychasetrust.comDJohn@chevychasetrust.com
1%
First@chevychasetrust.comJohn@chevychasetrust.com
1%

Frequently Asked Questions

Where is Chevy Chase Trust's headquarters located?

Minus sign iconPlus sign iconChevy Chase Trust's main headquarters is located at 7501 Wisconsin Avenue, Suite 1500. The company has employees across 1 continents, including North America.

What is Chevy Chase Trust's phone number?

Minus sign iconPlus sign icon You can contact Chevy Chase Trust's main corporate office by phone at
+1-240-497-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Chevy Chase Trust's stock symbol?

Minus sign iconPlus sign iconChevy Chase Trust is a publicly traded company; the company's stock symbol is N/A.

What is Chevy Chase Trust's official website and social media links?

Minus sign iconPlus sign iconChevy Chase Trust's official website is chevychasetrust.com and has social profiles on LinkedIn.

What is Chevy Chase Trust's SIC code NAICS code?

Minus sign iconPlus sign iconChevy Chase Trust's SIC code is 6035 - Savings Institutions, Federally Chartered NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Chevy Chase Trust have currently?

Minus sign iconPlus sign iconAs of December 2025, Chevy Chase Trust has approximately 181 employees across 1 continents, including North America. Key team members include Chief Client Service And Operations Officer: L. P.Chief Fiduciary Officer & Managing Director: T. C.Chief Investment Officer: A. R.. Explore Chevy Chase Trust's employee directory with LeadIQ.

What industry does Chevy Chase Trust belong to?

Minus sign iconPlus sign iconChevy Chase Trust operates in the Investment Management industry.

What technology does Chevy Chase Trust use?

Minus sign iconPlus sign iconChevy Chase Trust's tech stack includes jsDelivrjQuery UIDocuSignreCAPTCHACloudflare Bot ManagementGoogle Tag ManagerMagnific PopupAddThis.

What is Chevy Chase Trust's email format?

Minus sign iconPlus sign iconChevy Chase Trust's email format typically follows the pattern of FLast@chevychasetrust.com. Find more Chevy Chase Trust email formats with LeadIQ.

When was Chevy Chase Trust founded?

Minus sign iconPlus sign iconChevy Chase Trust was founded in 1999.

Chevy Chase Trust

Investment ManagementMaryland, United States51-200 Employees

Chevy Chase Trust provides individuals, families and select institutions with an alternative to institutionalized money management.

An independent and privately owned investment management firm, Chevy Chase Trust pursues the greatest potential in each client’s wealth by applying our knowledge, experience and creativity to one client portfolio at a time. Our research and financial planning process is designed to deliver effective, diversified portfolios tailored to each client’s needs.

We offer clients customized advice with a personal touch. Clients receive direct access to a team of experts including relationship managers, portfolio managers, financial and estate planners and trust professionals.

Section iconCompany Overview

Headquarters
7501 Wisconsin Avenue, Suite 1500
Phone number
+1-240-497-****
Website
chevychasetrust.com
SIC Code
6035 - Savings Institutions, Federally Chartered
Stock Symbol
N/A
NAICS Code
5239 - Other Financial Investment Activities
Founded
1999
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $250M$500M

    Chevy Chase Trust's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Chevy Chase Trust's revenue is estimated to be in the range of $250M$500M

Company Leadership

  • Stylized image of a person
    L. P.
    Chief Client Service And Operations Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. C.
    Chief Fiduciary Officer & Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. R.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Chief Technology Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Chief Technology Officer
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    T. C.
    Chief Fiduciary Officer & Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. R.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Chief Technology Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Chief Technology Officer
    Phone icon
    Mobile Phone

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