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
ZI Rank: 2
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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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Activity Insights
Chevy Chase Trust is experiencing very low activity levels compared to other companies in the Finance sector.
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Chevy Chase Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Chevy Chase Trust.
Chevy Chase Trust Tech Stack
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Hiring Plans
Chevy Chase Trust has more open roles in Sales than it has had at any time in the past 12 months.
Hiring Plans
Person-Based
Hiring Plans
Chevy Chase Trust has more open roles in Operations than it has had at any time in the past 12 months. Areas of expertise include: Customer Service Training, HVAC Repair And Maintenance, Performance Improvement, Property Maintenance, and Business Development.
Hiring Plans
Person-Based
Person-Based
Chevy Chase Trust News & Media
Chevy Chase Trust Appoints Jeff Whitaker as CEO
BETHESDA, Md., Jan. 4, 2021 /PRNewswire/ -- Chevy Chase Trust, a leading investment management firm for individuals, families, and institutions, today announced that Jeff Whitaker has been named President and CEO of the Bethesda-based firm. He succeeds Peter Welber, who retires after 17...
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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
