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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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Investment Management

Headquarters

Employees

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President & CEO

Jeff Whitaker

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Jeannette Owen Roegge

Chief Fiduciary Officer

Chief Fiduciary Officer & Managing Director

Chief Financial Officer And Treasurer

Stacy Murchison

Senior Managing Director And Chief Marketing Officer

Chief Client Service And Operations Officer

Zachary Navarro

Vice President, Thematic Research Analyst

Elizabeth Kearns

Managing Director, Co-head Of Planning

Assistant Vice President, Senior Designer

VP Senior Systems Engineer

Michael S. Gildenhorn

Senior Managing Director

Senior Managing Director Investment Management

Head Of Institutional Investments, Global Equity Portfolio Manager

Gregory K. Soueid

Managing Director - Chief Technology Officer (cto)

Teams

Leadership Team

21 members

Vice President Team

14 members

Portfolio Management & Research

6 members

Business Development and Client Services

5 members

Engineering and Technology

3 members

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