What departments does Chevy Chase Trust have?

Chevy Chase Trust has employees across 13 departments including Information Technology, Operations, Legal, Military & Protective Services, Marketing.

What is the largest department at Chevy Chase Trust?

The largest department at Chevy Chase Trust is Administrative with 3 employees.

Where are Chevy Chase Trust employees located globally?

Chevy Chase Trust has employees across 1 continents and 1 countries including United States Of America.

How has Chevy Chase Trust's team size changed over time?

Chevy Chase Trust's team has decreased from approximately 234 to 119 employees based on available data.

Chevy Chase Trust Employee Directory

Investment ManagementMaryland, United States51-200 Employees

Chevy Chase Trust is an independent, privately owned investment management firm based in Bethesda, Maryland, serving individuals, families and select institutions with an alternative to institutionalized money management. It emphasizes a research-driven financial planning process to deliver diversified portfolios tailored to each client's needs, and provides customized advice through a team of specialists including relationship managers, portfolio managers, financial and estate planners, and trust professionals. The firm employs 51-200 people and operates at 7501 Wisconsin Avenue, Suite 1500, Bethesda, MD 20814, United States. Chevy Chase Trust has engaged in industry events and received recognitions, such as sponsorship of the Investment Strategies Conference in 2026, being named the 2026 Best of Bethesda Readers' Pick in Wealth Management, and inclusion on CNBC's 2025 Financial Advisor 100 list as well as Barron's 2025 top 100 RIA firms. The company maintains a focus on delivering customized, direct-access advisory services to individuals, families and select institutions.

Chevy Chase Trust Global Highlights

North America
239

United States Of America
239

Chevy Chase Trust's Leadership

J. O.
Chief Fiduciary Officer
Mobile Phone
Email
A. B.
Vice President And Senior Trust Officer
Mobile Phone
Email
M. M.
Vice President Of Compliance
Mobile Phone
Email
R. B.
Vice President Data Security Administration
Mobile Phone
Email
B. B.
President
Mobile Phone
Email
G. A.
Vice President, Senior Compliance Officer
Mobile Phone
Email
D. L.
Vice President
Mobile Phone
Email
J. B.
Assistant Vice President, Senior Trust Officer
Mobile Phone
Email

Chevy Chase Trust Employee Metrics

100%

50%

0%

2026

2025

Analytics
Finance
Business Development
Operations
Engineering
Other
Banking
Legal
Marketing
Sales
Accounting
Community & Social Services

Contact profiles from Chevy Chase Trust

Name

Title

Contact Info

Location

Last Update

B. B.
President
Mobile Phone
Email
Oct 17, 2024
G. A.
Vice President, Senior Compliance Officer
Mobile Phone
Email
Jul 01, 2026
D. L.
Vice President
Mobile Phone
Email
Jun 01, 2026
J. B.
Assistant Vice President, Senior Trust Officer
Mobile Phone
Email
Apr 17, 2026
E. K.
Managing Director, Co-Head Of Planning
Mobile Phone
Email
Apr 15, 2026
T. L.
Vice President
Mobile Phone
Email
Apr 16, 2026
A. H.
Assistant Vice President, Senior Trust Officer
Mobile Phone
Email
Oct 23, 2024
A. B.
Vice President And Senior Trust Officer
Mobile Phone
Email
Oct 17, 2024
C. P.
Assistant Vice President Information Systems Technical Services
Mobile Phone
Email
Oct 17, 2024
C. A.
Vice President
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Chevy Chase Trust known for?

Chevy Chase Trust was founded in 1999 operates in the Investment Management industry; 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 191 employees as of July 2026. These team members are located across 1 continents, including North America.

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

As of July 2026, Chevy Chase Trust's key employees include:

Chief Fiduciary Officer: J. O.
Vice President And Senior Trust Officer: A. B.
Vice President Of Compliance: M. M.
Vice President Data Security Administration: R. B.
President: B. B.

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Chevy Chase Trust Employee Directory

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