Chevy Chase Trust Employee Directory

Financial ServicesMaryland, 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.

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Chevy Chase Trust Global Highlights

North America
278

United States Of America
278

Europe
1

Netherlands
1

Oceania
1

New Zealand
1

Chevy Chase Trust's Leadership

J. F.
Chief Financial Officer And Treasurer
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J. B.
Chief Technology Officer
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A. R.
Chief Investment Officer
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P. D.
Chief Compliance Officer
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T. C.
Chief Fiduciary Officer & Managing Director
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J. O. R.
Chief Fiduciary Officer
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M. M.
Vice President Of Compliance
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S. S.
Vice President - Senior Trust Officer
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Chevy Chase Trust Employee Metrics

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2024

2023

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Contact profiles from Chevy Chase Trust

Name

Title

Contact Info

Location

Last Update

K. K.
Assistant Vice President Information Technology Pmo & Reporting Manager
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United StatesMaryland
Oct 07, 2024
B. G.
Vp Senior Systems Engineer
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Email
United StatesVirginia
Jun 15, 2023
A. M.
Avp, Internal Audit
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United StatesDistrict of Columbia
Jul 28, 2024
A. M.
Avp Fixed Income
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United StatesDistrict of Columbia
Sep 14, 2024
A. A. B.
Assistant Vice President & Paralegal
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United StatesDistrict of Columbia
Sep 19, 2024
B. M.
Assistant Vice President Internal Audit
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United StatesDistrict of Columbia
Sep 11, 2024
C. C.
Vice President, Senior Compliance Officer
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United StatesMaryland
Jul 12, 2023
C. M.
Assistant Vice President, Senior Trust Officer
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United StatesDistrict of Columbia
Sep 18, 2024
C. L.
Senior Trust Officer/Vp
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United StatesVirginia
Sep 10, 2024
C. V.
Assistant Vice President/Compliance Officer
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Email
United StatesVirginia
Sep 12, 2024

Frequently Asked Questions

What is Chevy Chase Trust known for?

Chevy Chase Trust was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 7501 Wisconsin Avenue Suite 1500 West Bethesda, Maryland 20814 US; 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 174 employees as of August 2024. These team members are located across 3 continents, including North AmericaEuropeOceania.

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

As of August 2024, Chevy Chase Trust's key employees include:

Chief Financial Officer And Treasurer: J. F.
Chief Technology Officer: J. B.
Chief Investment Officer: A. R.
Chief Compliance Officer: P. D.
Chief Fiduciary Officer & Managing Director: T. C.

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