Chevy Chase Trust
Egan Valliant currently serves as a Trust Officer and Client Onboarding Associate at Chevy Chase Trust since August 2023. Previous experience includes roles as a Research Analyst at Job Society from March 2021 to February 2023, a Learning Content Editor at CHALEX Corp from August 2020 to February 2021, and a Client Relations Specialist at Valliant Wealth Strategies from May 2019 to September 2020. Earlier in the career path, Egan worked as a Legislative Intern at Checkmate Strategies from October 2018 to May 2019, a Warehouse Team Member at PRS Guitars during the summer of 2018, and a Customer Service Representative at the Louisiana Department of Environmental Quality from April 2016 to June 2018. Egan also contributed as a Sports Journalist for The Daily Reveille from January 2018 to May 2018. Educational qualifications include a Bachelor's degree in Political Science with a concentration in Law and Legal Systems and a minor in History from Louisiana State University, completed in 2019, following a high school diploma from Woodberry Forest School earned in 2015.
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Chevy Chase Trust
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 management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.