Chevy Chase Trust
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Finance · Maryland, United States · 51-200 Employees

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Overview

Headquarters

7501 Wisconsin Ave Ste 1500W, Bethesda, ...

Phone Number

(240) 497-5000

Website

www.chevychasetrust.com

Revenue

$52.6 Million

Industry

Finance Securities Trading

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, focusing on customized wealth strategies for each client. With over $47 billion in assets under management, they serve more than 1,255 families and institutions across 47 states and 10 countries. Recognized among the top firms in the industry, Chevy Chase Trust emphasizes a unique approach to investing that identifies transformative ideas and trends to unlock clients' financial potential.Explore more
Chevy Chase Trust's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Chevy Chase Trust Org Chart

JF
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Jessica Frommer

Managing Director

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Jeffery Bishoff, Chief Technology Officer at Chevy Chase Trust
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Jeffery Bishoff

Chief Technology Officer

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Stacy Murchison, Senior Managing Director and Chief Marketing Officer at Chevy Chase Trust
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Stacy Murchison

Senior Managing Director and Chief Marketing ...

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LF
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Lawrence Fisher

President, Family Wealth

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Diana Kalin

Managing Director, Information Services

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LL
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Senior Vice President and Chief Data Privacy ...

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RP
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Vice President Senior Software Developer

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KK
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Assistant VP, Information Technology Project ...

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Assistant Vice President & Systems Engineer I...

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Compare Similar Companies to Chevy Chase Trust

Compare insights from companies similar to Chevy Chase Trust, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

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Founded In

Top Executive

Chevy Chase Trust

$52.6M
51-200
Private
-
1998
JF
Jessica FrommerManaging Director
Hartford Funds
$187.7M
201-500
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-
1996
Gregory Frost, President at Hartford Funds
Gregory FrostPresident
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$168M
51-200
Private
-
1983
Darren Marco, Managing Director at Payden & Rygel
Darren MarcoManaging Director
Manning & Napier
$147M
201-500
Private
$150M
1970
JW
Joseph WildCEO
Westwood Holdings Group
$101.7M
51-200
Public
-
1983
FG
Fabian GomezPresident & Chief Operating Officer
Clark Capital Management ...
$71.1M
51-200
Private
-
1986
DW
Denise WilliamsChief Operating Officer, Cco
Trust Point
$43.6M
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Private
-
1913
Jason Munz, Chief Revenue Officer at Trust Point
Jason MunzChief Revenue Officer
Illustration of an envelope

Chevy Chase Trust Tech Stack

A closer look at the technologies used by Chevy Chase Trust

goo.gl

By

Google
Adswizz

By

Adswizz
Microsoft IIS

By

Microsoft
DocuSign

By

DocuSign
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Frequently Asked Questions Regarding Chevy Chase Trust

What is Chevy Chase Trust's official website?
Chevy Chase Trust's official website is www.chevychasetrust.com What is Chevy Chase Trust's Revenue?
Chevy Chase Trust's revenue is $52.6 Million What is Chevy Chase Trust's SIC code?
Chevy Chase Trust's SIC: 62,628 What is Chevy Chase Trust's NAICS code?
Chevy Chase Trust's NAICS: 52,523 How many employees does Chevy Chase Trust have?
Chevy Chase Trust has 51-200 employees What industry does Chevy Chase Trust belong to?
Chevy Chase Trust is in the industry of: Finance, Securities Trading What is Chevy Chase Trust competition?
Chevy Chase Trust top competitors include: Trust Point, Westwood Holdings Group, Clark Capital Management Group, Inc, Manning & Napier What technology does Chevy Chase Trust use?
Some of the popular technologies that Chevy Chase Trust uses are: goo.gl, Adswizz, Microsoft IIS, DocuSign Who is the CTO of Chevy Chase Trust?
Chevy Chase Trust's CTO is Jeffery Bishoff How do I contact Chevy Chase Trust?
Chevy Chase Trust contact info: Phone number: (240) 497-5000 Website: www.chevychasetrust.com What does Chevy Chase Trust do?

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, focusing on customized wealth strate... gies for each client. With over $47 billion in assets under management, they serve more than 1,255 families and institutions across 47 states and 10 countries. Recognized among the top firms in the industry, Chevy Chase Trust emphasizes a unique approach to investing that identifies transformative ideas and trends to unlock clients' financial potential.Read More

 What are Chevy Chase Trust social media links?
Chevy Chase Trust Linkedin page Chevy Chase Trust Twitter page Chevy Chase Trust Facebook page Is Chevy Chase Trust a public company?
Chevy Chase Trust is private company therefore does not currently have an official ticker symbol
See more information about Chevy Chase Trust

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