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 Vice President Team at Chevy Chase Trust is composed of experienced professionals who oversee various strategic and operational functions within the firm. This team is responsible for thematic investment research, client financial planning, trust and estate management, compliance, tax reporting, events coordination, and client onboarding. By integrating diverse expertise, they ensure clients receive highly personalized and innovative financial advice and management services.

Vice President Team

Leadership Team

Portfolio Management & Research

Vice President Team

About

Team members

Other teams at Chevy Chase Trust

Leadership Team

Portfolio Management & Research