Chevy Chase Trust
Ramona Mockoviak currently serves as Senior Managing Director at Chevy Chase Trust, a position held since May 2022. Prior to this role, Ramona held significant positions at Bank of America Private Bank as Private Client Advisor and Senior Vice President from October 2008 to April 2022, and at BB&T Wealth Management as Senior Vice President - Group Director from June 2002 to October 2008. Earlier in the career, Ramona was Executive Vice President and Chief Financial Officer at F&M Bank of Northern Virginia from May 1991 to May 2002. Ramona earned a Master of Business Administration (MBA) degree from The University of Southern Mississippi.
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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.