Chevy Chase Trust
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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 manageme... Read more
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Jeff Whitaker
President & CEO
Jeff Whitaker
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Jeannette Owen Roegge
Chief Fiduciary Officer
Tom Cholis
Chief Fiduciary Officer & Managing Director
Joel Friedman
Chief Financial Officer And Treasurer
Stacy Murchison
Senior Managing Director And Chief Marketing Officer
Lynn Panagos
Chief Client Service And Operations Officer
Zachary Navarro
Vice President, Thematic Research Analyst
Elizabeth Kearns
Managing Director, Co-head Of Planning
Sara Proctor
Assistant Vice President, Senior Designer
Bill Gentry
VP Senior Systems Engineer
Michael S. Gildenhorn
Senior Managing Director
Craig Pernick
Senior Managing Director Investment Management
Spencer Smith
Head Of Institutional Investments, Global Equity Portfolio Manager
Gregory K. Soueid
Managing Director - Chief Technology Officer (cto)
