Chevy Chase Trust
Tracy Lall's work experience includes roles at various financial institutions. From 2015 to 2020, Tracy worked at Morgan Stanley, where they held multiple positions including Derivatives Clearing - Client Service Manager, Institutional Client Onboarding - Director, Institutional Client Onboarding - Associate, and Dodd Frank Regulatory Reporting - Analyst. In 2020, Tracy joined Chevy Chase Trust as an Assistant Vice President - Client Onboarding Manager.
Tracy Lall completed a Bachelor of Business Administration (BBA) degree in Finance, General from Howard University in 2009. Later, in 2012, Tracy obtained a Master of Business Administration (MBA) degree in Finance, General from Strayer University.
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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.