Lynn Panagos

Chief Client Service And Operations Officer at Chevy Chase Trust

Lynn Panagos has extensive experience in client services and trust operations, currently serving as the Chief Client Service and Operations Officer at Chevy Chase Trust since November 1999. In this role, Lynn oversees the management of the Client Services and Trust Operations Groups, in addition to leading the Portfolio Analytics Team. Prior to this position, Lynn worked at SunTrust from October 1987 to November 1999 as the Vice President and Manager of the Institutional Trust Group, effectively managing the Washington, DC office's institutional trust operations.

Location

Bethesda, United States

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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.


Employees

51-200

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