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.
Jeff Whitaker
President & CEO
69 reports
Tom Cholis
Chief Fiduciary Officer & Managing Director
15 reports
Craig Pernick
Senior Managing Director Investment Management
15 reports
Joel Friedman
Chief Financial Officer And Treasurer
6 reports
Tracy Lall
Vice President
3 reports
Gregory K. Soueid
Managing Director - Chief Technology Officer (cto)
3 reports
Jast Sohi
Managing Director
3 reports
Kevin Heilenday
General Counsel
2 reports
Elizabeth Kearns
Managing Director, Co-head Of Planning
2 reports
Jobs at Chevy Chase Trust
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