Company Email Format Management

Chevy Chase Trust

Investment Management 7501 Wisconsin Avenue 179 employees

Employees: 179
Contacts: 3
Emails: 3
Phones: 2

chevychasetrust.com LinkedIn

Chevy Chase Trust Overview

Headquarters: 7501 Wisconsin Avenue
Phone Number: Available in AeroLeads
Website: chevychasetrust.com
Industry: Investment Management
Employees: 179
Founded: 1999
Funding: 2025
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management Financial Planning Estate Planning IRA Rollovers Philanthropy Multi Family Office Services Trust and Fiduciary Services Custody Tax-Exempt Securities Tax Planning and Guidance Global Thematic Investing Wealth Management

About Chevy Chase Trust

Chevy Chase Trust provides individuals, families and select institutions with an alternative to institutionalized money management. An independent and privately owned investment management firm, Chevy Chase Trust pursues the greatest potential in each client’s wealth by applying our knowledge, experience and creativity to one client portfolio at a time. Our research and financial planning process is designed to deliver effective, diversified portfolios tailored to each client’s needs. We offer clients customized advice with a personal touch. Clients receive direct access to a team of experts including relationship managers, portfolio managers, financial and estate planners and trust professionals.

Chevy Chase Trust Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

Chevy Chase Trust Org Chart

Sample employees and titles

Name	Title	Location	Contact
Sara Proctor	Assistant Vice President, Senior Designer at Chevy Chase Trust	Annapolis, Maryland, United States	Email
Spencer Smith		Bethesda, Maryland, United States	Email Phone
Gregory K. Soueid	Managing Director and CTO at Chevy Chase Trust		View
Stacy Murchison	Senior Managing Director and Chief Marketing Officer	Chevy Chase, Maryland, United States	Email Phone