Leadership Team

The Leadership Team at Chevy Chase Trust is responsible for steering the company's strategic direction, ensuring the highest standards of client service, and driving innovation in financial planning and asset management. Comprising experienced professionals from various domains such as investment management, compliance, technology, and client services, the team collaborates to execute the firm’s mission of delivering personalized and thematic investment solutions. They are integral to making key decisions, optimizing operations, and fostering a culture of inventive thinking and client-centricity.