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.
Bill Gentry
VP Senior Systems Engineer
Christopher Colunga
Vice President, Senior Complia...
Craig Pernick
Senior Managing Director Inves...
David Miller
Vice President And Trust Tax O...
Elizabeth Kearns
Managing Director, Co-head Of ...
Gregory K. Soueid
Managing Director - Chief Tech...
Jason Seney
Vice President, Senior Trust O...
Jeannette Owen Roegg...
Chief Fiduciary Officer
Jeff Whitaker
President & CEO
Jeffrey Dillman
Managing Director, Senior Port...
Jessica Horner
Vp, Financial Planner
Joel Friedman
Chief Financial Officer And Tr...
Kristen Barstow
Vice President
Leslie Smith
Senior Managing Director
Lynn Panagos
Chief Client Service And Opera...
Marc Wishkoff
Senior Managing Director, Head...
Melanie Risinger
Vice President, Tax Reporting
Michael S. Gildenhor...
Senior Managing Director
Stacy Murchison
Senior Managing Director And C...
Stefania Napolitano
Vice President Trust And Estat...
Tom Cholis
Chief Fiduciary Officer & Mana...
Zachary Navarro
Vice President, Thematic Resea...
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