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.

Investment Management

Chevy Chase Trust

Jeff Whitaker

Gregory K. Soueid

Michael S. Gildenhorn

Spencer Smith

Craig Pernick

Bill Gentry

Sara Proctor

Elizabeth Kearns

Zachary Navarro

Lynn Panagos

Stacy Murchison

Joel Friedman

Tom Cholis

Jeannette Owen Roegge

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.

Leadership Team

Vice President Team

Portfolio Management & Research

Leadership Team

About

Team members

Other teams at Chevy Chase Trust

Vice President Team

Portfolio Management & Research