Chevy Chase Trust
Highly Engaged Employees
Highly Engaged EmployeesFinance · Maryland, United States · 51-200 Employees
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Overview
Headquarters
7501 Wisconsin Ave Ste 1500W, Bethesda, ...Phone Number
(240) 497-5000Website
www.chevychasetrust.comRevenue
$52.6 MillionIndustry
About Chevy Chase Trust
Chevy Chase Trust is an investment management firm specializing in global thematic investing and planning, offering tailored financial and investment management services since 1999. The firm provides a range of services including investment management, financial planning, estate planning, and fiduciary services, with a focus on customized wealth strategies. With over $44 billion in assets under management, they serve 1,241 households across 47 states and 10 countries, boasting a client retention rate of over 97% in the last decade. Their team of more than 125 professionals, including 21 investment team members with extensive experience, is dedicated to delivering innovative solutions that meet the unique financial needs of each client.Explore more
Chevy Chase Trust Org Chart
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Chevy Chase Trust is an investment management firm specializing in global thematic investing and planning, offering tailored financial and investment management services since 1999. The firm provides a range of services including investment management, financial planning, estate planning, and fiduciary services, with a focus on customized wealth st... Read More
