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 Portfolio Management & Research team at Chevy Chase Trust is responsible for developing and executing investment strategies rooted in unique thematic research. They manage equity and fixed income portfolios for individual and institutional clients, ensuring each investment aligns with the client's financial objectives. The team conducts extensive market and industry analyses to identify trends and opportunities, aiming to maximize portfolio performance while minimizing risk.

Portfolio Management & Research

Leadership Team

Vice President Team

Portfolio Management & Research

About

Team members

Other teams at Chevy Chase Trust

Leadership Team

Vice President Team