Chevy Chase Trust

Chevy Chase Trust Chevy Chase Trust believes in the practice of investment management the way it was always intended.

We take a time-tested approach — and then take it a step further.

Chevy Chase Trust was proud to sponsor Strathmore’s concert Voice of Nature: The Anthropocene, featuring five-time Gramm...
06/03/2026

Chevy Chase Trust was proud to sponsor Strathmore’s concert Voice of Nature: The Anthropocene, featuring five-time Grammy Award winner and renowned opera soprano Renée Fleming.

The evening began with a wonderful dinner at the Bernard Family Foundation Pavilion and was followed by an unforgettable performance. Representing the firm were Chief Marketing Officer Stacy Murchison, Senior Managing Director Deb Gandy and Director Jonathan Kobets.

Inspired by Renée Fleming’s Grammy-winning album and accompanied by an original film from the National Geographic Society, the program offered a powerful exploration of the connection between people and the natural world. The performance clearly resonated with the enthusiastic and grateful audience.

We are pleased to support Strathmore in its commitment to bringing exceptional arts experiences to our community.

Tune in to CNBC’s   at 12 p.m. ET today to hear our Chief Investment Officer, Amy Raskin, share her perspective on the l...
06/01/2026

Tune in to CNBC’s at 12 p.m. ET today to hear our Chief Investment Officer, Amy Raskin, share her perspective on the latest financial market news.

Chevy Chase Trust was proud to sponsor the Edlavitch D.C. Jewish Community Center’s 2026 Gala: 100th Centennial, celebra...
05/27/2026

Chevy Chase Trust was proud to sponsor the Edlavitch D.C. Jewish Community Center’s 2026 Gala: 100th Centennial, celebrating a century at the heart of Jewish Washington.

The evening honored Ginny and Irwin Edlavitch with the Centennial Impact Award and Jill and Robert Granader with the 2026 Lee G. Rubenstein Outstanding Leadership Award, recognizing their lasting contributions.

We are pleased to support the Edlavitch DCJCC’s continued impact on the D.C. community through its educational, cultural, social and recreational programs.

Chevy Chase Trust is proud to congratulate Chief Investment Officer Amy Raskin on serving as the keynote speaker at the ...
05/22/2026

Chevy Chase Trust is proud to congratulate Chief Investment Officer Amy Raskin on serving as the keynote speaker at the 2026 Penn Engineering Undergraduate Commencement Ceremony.

A 1993 University of Pennsylvania School of Engineering and Applied Science alumna and current member of Penn Engineering’s Board of Advisors, Amy shared thoughtful guidance with graduates.

Congratulations to Amy and the Class of 2026.

https://www.youtube.com/watch?v=nr92N4kGRd8

Join us as we celebrate the Penn Engineering Class of 2026! Our keynote speaker is Amy Raskin (ENG’93), Chief Investment Officer at Chevy Chase Trust. Additi...

Chevy Chase Trust was proud to sponsor The Phillips Collection 2026 Annual Gala: The Creative Spark, the museum’s premie...
05/20/2026

Chevy Chase Trust was proud to sponsor The Phillips Collection 2026 Annual Gala: The Creative Spark, the museum’s premier fundraising event.

Our President and CEO, Jeff Whitaker, who serves on the museum’s Board of Trustees, attended alongside colleagues Fred Hopkins, Managing Director and Caroline Szivos, Director. The evening honored Fundació Joan Miró, and acclaimed artist Pat Steir for their lasting contributions to the arts, while also celebrating the enduring vision of Duncan Phillips.

We are honored to support the museum’s innovative arts education initiatives, community engagement programs, and partnerships across Washington, DC.

Chevy Chase Trust was proud to sponsor the Housing Unlimited, Inc. 17th Annual Welcome Home Celebration.HUI is a non-pro...
05/19/2026

Chevy Chase Trust was proud to sponsor the Housing Unlimited, Inc. 17th Annual Welcome Home Celebration.

HUI is a non-profit organization based in Montgomery County, MD, that provides affordable and independent housing for low-income individuals in mental health recovery.

We are honored to support an organization that empowers individuals on their path toward stability, independence and wellness.

We’re excited to welcome Sara Anderson, Financial Planning Analyst and Simeon Spruill, Assistant Vice President, Financi...
05/14/2026

We’re excited to welcome Sara Anderson, Financial Planning Analyst and Simeon Spruill, Assistant Vice President, Financial Planner to Chevy Chase Trust.

It was wonderful to celebrate with them at a recent CCT team gathering, and we’re excited to have them join the firm. We look forward to the experience, perspective and contributions they will bring to our team and clients.

Please join us in giving them a warm welcome!

Chevy Chase Trust was pleased to sponsor the Mid-Atlantic Fellows Institute, one of the American College of Trust and Es...
05/08/2026

Chevy Chase Trust was pleased to sponsor the Mid-Atlantic Fellows Institute, one of the American College of Trust and Estate Counsel - ACTEC’s premier programs dedicated to developing the next generation of trust and estate professionals. For many years, we have valued our relationships with ACTEC Fellows and hold deep respect for their commitment to technical excellence and professional stewardship. Programs like the Institute reflect that commitment by bringing together leading practitioners and emerging attorneys for rigorous, practical education.

We were glad to have two of our Wealth Advisors, Fred Hopkins and Caroline Szivos, in attendance, engaging with both faculty and participants and reinforcing the importance of collaboration.

Chevy Chase Trust hosted its Annual Spring Reception and Cocktail Party at the National Air and Space Museum, Smithsonia...
05/06/2026

Chevy Chase Trust hosted its Annual Spring Reception and Cocktail Party at the National Air and Space Museum, Smithsonian Institution in Washington, D.C.

Set against the backdrop of one of the nation’s most iconic institutions, the evening brought together clients and friends of the firm for a memorable private experience. Guests enjoyed exclusive access to the museum’s exhibits showcasing milestones in aviation and space exploration, a private IMAX screening and live music, complemented by a thoughtfully curated selection of food and beverages.

It was a privilege to host our annual reception in such a remarkable setting. We are grateful to all who joined us for this special evening.

Chevy Chase Trust was proud to sponsor the 22nd Investment Strategies Conference (ISC) at TCU – Texas Christian Universi...
05/05/2026

Chevy Chase Trust was proud to sponsor the 22nd Investment Strategies Conference (ISC) at TCU – Texas Christian University.

Centered on Frontiers of Finance: Expanding Markets, Pioneering Innovation, the event brought together industry experts, including Jennifer Welch (Bloomberg Economics), Raj Gollamudi (OnePrime Capital), Lucas Swisher (Coatue), Ian Charles ’00 (Arctos Partners) and James Lee (Texas Stock Exchange), among others, to discuss how evolving markets, new asset classes and emerging technologies are reshaping the investment landscape.

Thank you to all who attended this engaging discussion.

Address

7501 Wisconsin Avenue
Bethesda, MD
20814

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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