Chevy Chase Trust
Jeannette Owen Roegge has a strong background in estate planning and fiduciary services. Jeannette Owen began their career in 2002 as an Estate Planning Attorney at Furey, Doolan & Abell, LLP, where they worked until 2011. Jeannette Owen then joined Baker & Hostetler LLP as an Estate Planning Attorney for three years before moving on to their current role. Since 2014, they have been serving as the Chief Fiduciary Officer at Chevy Chase Trust. Overall, Jeannette has extensive experience in estate planning and a proven track record of success in managing fiduciary matters.
Jeannette Owen Roegge completed their Bachelor of Arts degree in History from Williams College, where they attended from 1986 to 1990. Jeannette Owen then pursued further education at the University of Michigan, where they earned their Juris Doctor degree, graduating with the prestigious Order of the Coif distinction, from 1992 to 1995.
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.