Chevy Chase Trust

10/27/2026

Chevy Chase Trust is pleased to announce that our President and CEO, Jeff Whitaker, has been named to the Washington Business Journal’s Power 250 list of influential leaders.

The Power 250 honors the business and nonprofit leaders who are making a positive impact across the Greater Washington region and helping to move it forward.

Congratulations to Jeff on this well-deserved recognition. We are proud to see his leadership and contributions recognized among those making a meaningful difference in the region.

10/23/2026

Chevy Chase Trust was proud to sponsor the Community Foundation for Northern Virginia’s 2026 ‘Raise the Region’ Gala, celebrating philanthropy and the spirit of community across Northern Virginia.

Representing our firm alongside Marc Wishkoff, Head of Business Development, who has also served the CFNOVA Board of Directions for nine years, were Jonathan Kobets, Director; Deb Gandy, Senior Managing Director; Caroline Szivos, Director; Jast Sohi, Managing Director and Chris Northrup, Vice President.

Congratulations to this year’s Community Leadership Awards recipients Gil & Liz Blankespoor and Inova for their leadership and contributions to the Northern Virginia region.

We’re pleased to support CFNOVA’s commitment to strengthening the NoVA community through philanthropy and collaboration.

10/23/2026

As parents and loved ones age, younger generations often take on a greater role in helping manage their financial and personal well-being.

At Chevy Chase Trust, we encourage clients to start estate planning conversations early. We discuss all of the important decisions, from healthcare preferences and powers of attorney to asset management and wealth transfer because we know a comprehensive estate plan can provide clarity, reduce uncertainty and help ensure loved ones are supported when they need it most.

Start the conversation with our team: https://chevychasetrust.com/contact/

10/22/2026

For high-net-worth families, estate planning extends beyond transferring assets. It’s about preserving wealth, protecting legacies and ensuring family values endure across generations.

At Chevy Chase Trust, we help clients navigate complex tax considerations, business succession and multigenerational wealth transfer. A lasting legacy requires intentional planning.

Learn more about our approach to estate planning: https://chevychasetrust.com/estate-planning/

Estate Planning - As a client develops a relationship with Chevy Chase Trust, he or she experiences the real value in our approach to investment management.

10/21/2026

At Chevy Chase Trust, we help clients develop thoughtful estate plans that reflect their wishes, protect their loved ones and guide important decisions about their assets and healthcare.

Whether you're building wealth, raising a family or preparing for retirement, estate planning provides clarity, control and peace of mind. It's not just about what you leave behind. It's about protecting what matters most today.

Contact our team to start the conversation: https://chevychasetrust.com/contact/

10/14/2026

Carlton Davis, Co-Head of Fixed Income, comments in U.S. News & World Report’s article, “7 Best Investments During a Recession.” Carlton shares his perspective on the current market scenario and the relative value of money market funds and Treasury bills.

Read the full article here: https://money.usnews.com/financial-advisors/articles/best-investments-during-a-recession



https://chevychasetrust.com/important-disclosures/

10/13/2026

Chevy Chase Trust is pleased to be featured in the Women in Business Profile of Bethesda Magazine’s September/October 2026 edition.

We celebrate these accomplished women whose work ethic, expertise and leadership greatly contribute to our continued success.

Pictured from left to right: Managing Director Lisa Saunders, Co-Head of Planning Group Elizabeth Kearns, Managing Director Paula Landau, Director Claire Voorhees, Managing Director Wendy Moyers, Vice President Tanya Blakely, Managing Director Christine Wallace, Head of Institutional Sales Blake Doyle, Director Jackie Fontana and Chief Fiduciary Officer Jeannette Owen Roegge.

Read the full article here: https://bethesdamagazine.com/listing/chevy-chase-trust/



Photography: Michael Ventura

7501 Wisconsin Ave., Suite 1500W Bethesda, MD 20814 240-497-5000 chevychasetrust.com Chevy Chase Trust is an independent, privately owned investment management firm specializing in global thematic investing, portfolio management, financial and estate planning and fiduciary services. Q:....

10/12/2026

Chevy Chase Trust was proud to sponsor The Automotive Hall of Fame’s 2026 Induction Ceremony in Detroit, Michigan, celebrating the Class of 2026 inductees whose innovation, vision and achievements have shaped the global automotive industry.

Larry Fisher, President of Family Wealth Services at Chevy Chase Trust, has served on the AHF’s Board of Directors and Governance Committee for the past seven years and represented our firm at this event.

Induction into the Automotive Hall of Fame represents the highest honor in the automotive industry. We congratulate the Class of 2026 inductees: Akio Toyoda; Tom Barrett and Russ Jackson, co-founders of Barrett-Jackson; Giampaolo Dallara and the four TomTom co-founders, Harold Goddijn, Corinne Vigreux, Peter Frans Pauwels and Pieter Geelen.

10/09/2026

How are the economy and capital markets shaping the investment landscape?

In our latest podcast, we discuss how equity markets performed in the third quarter, the ongoing war in the Middle East, rapidly rising interest rates and several of our key investment themes.
Listen to the Q3 2026 Investment Update on Apple Podcasts, Pandora or Spotify to hear the latest insights from Chevy Chase Trust.

https://chevychasetrust.com/third-quarter-2026/



Important Disclosures: https://chevychasetrust.com/important-disclosures/

  Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. Equity

10/07/2026

Equity markets continued to perform well in the third quarter, despite the ongoing war in the Middle East and rapidly rising interest rates. We are maintaining a close eye on the economy and capital markets. In this issue, we share important updates on several of our investment themes.

Learn more in our Q3 2026 Investment Update.
https://chevychasetrust.com/third-quarter-2026/



Important Disclosures: https://chevychasetrust.com/important-disclosures/

  Click here for a printable version of the Investment Update.   Equity markets extended year-to-date gains in the third quarter, despite the