Chevy Chase Trust
Jackie Fontana, CFP®, CDFA®, currently serves as the Director, Wealth Advisor & Relationship Manager at Chevy Chase Trust, where responsibilities include providing customized wealth management and financial planning for high net-worth clients. Prior experience includes roles as Portfolio Manager and Associate Portfolio Manager at FBB Capital Partners, and Regional Membership Manager at the Institute of International Finance, Inc., focusing on marketing and member relations. Jackie also has experience as a Recruitment Consultant at Robert Half International and Project Manager at American University, in addition to earlier roles at Deutsche Bank and Sanford C. Bernstein managing substantial client assets. Jackie holds a Master of Arts in International Relations and Affairs from American University and a Bachelor of Arts in History from the University of California, Davis.
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