Chevy Chase Trust

Q: What is Chevy Chase Trust's company size?

Chevy chase trust has 51 - 200 people working.

Investment Management

Specialities :

Investment management

Financial planning

Estate planning

Ira rollovers

Philanthropy

+10

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

Chevy Chase Trust provides individuals, families and select institutions with an alternative to institutionalized money management. An independent and privately owned investment management firm, Chevy Chase Trust pursues the greatest potential in each clients wealth by applying our knowledge, experience and creativity to one client portfolio at a time. Our research and financial planning process is designed to deliver effective, diversified portfolios tailored to each clients needs. We offer clients customized advice with a personal touch. Clients receive direct access to a team of experts including relationship managers, portfolio managers, financial and estate planners and trust professionals

Contact Information

Bethesda , Maryland , United States

amarshall@chevychasetrust.com

chevychasetrust.com

Chevy Chase Trust Org Chart

Chevy Chase Trust

(Investment Management)

51 - 200

Jeffery Bishoff

Chief Technology Officer

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Gregory Soueid

Managing Director - Chief Technology Offic...

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Employees

Total Employees:
94

Top Contacts:
10

C-Level 0	VP - Level-
Director1	Manager9
Others87

Employees Working At Chevy Chase Trust

Kristi Henry

Vice President Financial Planner

Craig Pernick

Senior Managing Director Investment Management

Jackie Fontana

Director Wealth Advisor Relationship Manager

Al Bhatt

Managing Director

Leslie Smith

Senior Managing Director

Chevy Chase Trust Email Formats

Structure	Email Format
<f><last>@	Smith@chevychasetrust.com
<first>@	John@chevychasetrust.com

Buyer Intent

Pain Points	Locations	Technologies
BI	Bethesda, MD	data quality, media, compliance, analytics, performance reporting, order management, client service, workflow, communication, integrity, k, spreadsheet, c, oms, python, database, basic, infrastructure, financial, sql, security, operations
Backup,DR, Dedup	Bethesda, MD	c, basic, financial, k, client service
CRM Implementation	Bethesda, MD	data quality, media, compliance, analytics, performance reporting, order management, client service, workflow, communication, integrity, spreadsheet, c, oms, python, database, infrastructure, financial, sql, security, operations
Compliance	Bethesda, MD	data quality, media, compliance, analytics, performance reporting, order management, client service, workflow, communication, integrity, k, scope, spreadsheet, c, oms, python, database, basic, infrastructure, financial, sql, security, operations
Database Administration	Bethesda, MD	data quality, media, compliance, analytics, performance reporting, order management, client service, workflow, communication, integrity, k, spreadsheet, c, oms, python, database, basic, infrastructure, financial, sql, security, operations

Trigger

intent

Chevy Chase Trust looking to hire in Backup,DR, Dedup in Bethesda, MD

intent Feb 18, 2025 Feb 18, 2025

intent

Chevy Chase Trust looking to hire in Compliance in Bethesda, MD

intent Feb 18, 2025 Feb 18, 2025

intent

Chevy Chase Trust looking to hire in Digital Transformation in Bethesda, MD

intent Feb 18, 2025 Feb 18, 2025

Tech Stack Used By Chevy Chase Trust

A quick view of products employed by Chevy Chase Trust

Atlassian jira

Fis

Hootsuite

Access

Acrobat

List of technologies used by Chevy Chase Trust

Analytics

Client service

Communication

Compliance

Data quality

Languages Used By Chevy Chase Trust

Basic C K Python Sql

OS Used By Chevy Chase Trust

Integrity Scope

Jobs at Chevy Chase Trust

Hiring 2024-02-29 08:27:10

Senior Trust Officer

Bethesda, MD

Position Summary:The Senior Trust Officer must provide a high level of client service to Investme...

Hiring 2024-04-17 17:21:42

Senior Investment Operations Officer

Bethesda, MD

Founded in 1999, Chevy Chase Trust (CCT) is a leading boutique fiduciary investment advisor for w...

Hiring 2024-12-24 13:36:29

Senior Trust Officer - Client Services

Bethesda, MD

Chevy Chase Trust is a privately owned investment think tank offering independent and highly pers...

Hiring 2024-04-04 15:49:50

Assistant Vice President - Performance Analyst

Bethesda, MD

JOB PURPOSE: The Portfolio Analytics team is responsible for the production of investment perform...

Hiring 2024-04-17 20:02:25

Business Development Assistant

Bethesda, MD

Overview:Chevy Chase Trust is actively seeking a Temporary Business Development Assistant to assi...

Hiring 2024-04-09 05:59:58

Business Development Assistant

Bethesda, MD

Overview:Chevy Chase Trust is actively seeking a Temporary Business Development Assistant to assi...

Hiring 2024-02-29 08:27:10

Senior Trust Officer

Bethesda, MD

Position Summary:The Senior Trust Officer must provide a high level of client service to Investme...

Hiring 2024-04-17 20:02:25

Business Development Assistant

Bethesda, MD

Overview:Chevy Chase Trust is actively seeking a Temporary Business Development Assistant to assi...

Frequently Asked Questions About Chevy Chase Trust

What does Chevy chase trust do?+

What are Chevy chase trust's specialties? +

Investment management,financial planning,estate planning,ira rollovers,philanthropy,multi family office services,trust and fiduciary services,custody,tax-exempt securities,tax planning and guidance,global thematic investing,wealth management,thematic investing,investing,and markets