Chevy Chase Trust Employee Directory

Q: What is Chevy Chase Trust known for?

Chevy Chase Trust was founded in 1999. Chevy Chase Trust operates in the Investment Management industry.

Q: How many employees does Chevy Chase Trust have currently?

Chevy Chase Trust has approximately 181 employees.

Q: Who are Chevy Chase Trust's key employees and leadership?

Chevy Chase Trust's key employees include: President And Chief Executive Officer: J. W., Chief Client Service And Operations Officer: L. P., Chief Fiduciary Officer & Managing Director: T. C., Chief Investment Officer: A. R., Chief Technology Officer: J. B..

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.

Find Chevy Chase Trust employees' phone numbers or email addresses

Chevy Chase Trust Global Highlights

North America
230

United States Of America
230

Chevy Chase Trust's Leadership

L. P.
Chief Client Service And Operations Officer
Mobile Phone
Email
T. C.
Chief Fiduciary Officer & Managing Director
Mobile Phone
Email
A. R.
Chief Investment Officer
Mobile Phone
Email
J. B.
Chief Technology Officer
Mobile Phone
Email
J. B.
Chief Technology Officer
Mobile Phone
Email
J. O. R.
Chief Fiduciary Officer
Mobile Phone
Email
B. G.
Vp Senior Systems Engineer
Mobile Phone
Email
D. M.
Vice President And Trust Tax Officer
Mobile Phone
Email

Chevy Chase Trust Employee Metrics

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2026

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2024

Analytics
Finance
Business Development
Operations
Engineering
Other
Banking
Legal
Marketing
Sales

Contact profiles from Chevy Chase Trust

Name

Title

Contact Info

Location

Last Update

J. W.
President And Chief Executive Officer
Mobile Phone
Email
United StatesMaryland
Mar 15, 2024
S. M.
Senior Managing Director And Chief Marketing Officer
Mobile Phone
Email
United StatesMaryland
May 24, 2024
G. K. S.
Managing Director - Chief Technology Officer (cto)
Mobile Phone
Email
United StatesMaryland
Dec 15, 2025
L. F.
President - Family Wealth
Mobile Phone
Email
United StatesMaryland
Nov 14, 2025
L. P.
Chief Client Service And Operations Officer
Mobile Phone
Email
United StatesMaryland
Jan 29, 2024
T. C.
Chief Fiduciary Officer & Managing Director
Mobile Phone
Email
United States
Sep 10, 2025
A. R.
Chief Investment Officer
Mobile Phone
Email
United StatesNew York
Jan 25, 2024
J. B.
Chief Technology Officer
Mobile Phone
Email
United StatesMaryland
Jan 15, 2024
B. B.
President
Mobile Phone
Email
Oct 17, 2024
J. B.
Chief Technology Officer
Mobile Phone
Email
United StatesMaryland
Jan 22, 2025

Frequently Asked Questions

What is Chevy Chase Trust known for?

Chevy Chase Trust was founded in 1999 operates in the Investment Management industry. The company's main headquarters is located in 7501 Wisconsin Avenue, Suite 1500; you can contact the main corporate office by phone at

+1-240-497-****

. Explore Chevy Chase Trust's company overview page for more information.

What is Chevy Chase Trust's most common email format?

Chevy Chase Trust employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Chevy Chase Trust email formats with LeadIQ.

How many employees does Chevy Chase Trust have currently?

Chevy Chase Trust has approximately 181 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Chevy Chase Trust's key employees and leadership?

As of December 2025, Chevy Chase Trust's key employees include:

Chief Client Service And Operations Officer: L. P.
Chief Fiduciary Officer & Managing Director: T. C.
Chief Investment Officer: A. R.
Chief Technology Officer: J. B.
Chief Technology Officer: J. B.

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