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Chevy Chase Trust jobs and careers

Bethesda, MD, United States

About Chevy Chase Trust

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.

Founded
1997
Employees
125
Headquarters
Bethesda

Leadership

The top of Chevy Chase Trust's org chart, with how many people report into each leader.

JWPhoto of Jeff Whitaker

Jeff Whitaker

President & CEO

69 reports

TC

Tom Cholis

Chief Fiduciary Officer & Managing Director

15 reports

CPPhoto of Craig Pernick

Craig Pernick

Senior Managing Director Investment Management

15 reports

JF

Joel Friedman

Chief Financial Officer And Treasurer

6 reports

TL

Tracy Lall

Vice President

3 reports

GSPhoto of Gregory K. Soueid

Gregory K. Soueid

Managing Director - Chief Technology Officer (cto)

3 reports

JSPhoto of Jast Sohi

Jast Sohi

Managing Director

3 reports

KHPhoto of Kevin Heilenday

Kevin Heilenday

General Counsel

2 reports

EKPhoto of Elizabeth Kearns

Elizabeth Kearns

Managing Director, Co-head Of Planning

2 reports

Jobs at Chevy Chase Trust

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