About Chevy Chase Trust
Chevy Chase Trust is a Business Services company based in Bethesda (United States) founded in 1999. It offers investment management, financial planning, and fiduciary services for clients. It operates on a B2B and B2C model in Business Services and Financial Services sectors. Its website chevychasetrust.com draws about 681 thousand monthly visits. Chevy Chase Trust offers products and services including Investment Management, Financial Planning, and Fiduciary Services. Its focus areas include Finance, Planning Services, Fiduciary Services and Estate Planning. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Chevy Chase Trust is a wealth management firm specializing in investment strategies like equity, fixed income, and risk management. It provides financial planning, estate planning, and fiduciary services to individual and institutional clients. Based in Bethesda and McLean in the United States, the firm focuses on thematic investing to capitalize on economic trends and innovations.
- Headquarters Bethesda, United States
- SectorsBusiness ServicesFinancial Services
- Phone•••• ••••
- Website chevychasetrust.com
- Social LinkedIn X Facebook
Products & Services of Chevy Chase Trust
Chevy Chase Trust offers a comprehensive portfolio of products and services, including Investment Management, Financial Planning, and Fiduciary Services.
Manages equity, fixed income, and risk for client portfolios.
Offers estate and family wealth planning solutions.
Provides oversight for institutional and personal assets.
People of Chevy Chase Trust
45 people are tracked at Chevy Chase Trust (37 in leadership, 8 in team).
| Name | Role | Group |
|---|---|---|
Michael S. Gildenhorn | Senior Managing Director | Leadership |
David Miller | Vice President And Trust Tax Officer | Leadership |
Deborah Gandy | Senior Managing Director | Leadership |
Jeannette Owen Roegge | Chief Fiduciary Officer | Leadership |
Jeffrey Dillman | Managing Director, Senior Portfolio Manager | Leadership |
James Nguyen | Director, Portfolio Manager And Thematic Research Analyst | Leadership |
Chris Young | Director | Thematic Equity Portfolio Manager | Leadership |
Justin S. Liberti | Director | Leadership |
Lorrie Sevigny | Assistant Vice President/senior Trust Officer | Leadership |
Larry Fisher | President - Family Wealth | Leadership |
Kristen Barstow | Vice President | Leadership |
Zachary Navarro | Vice President, Thematic Research Analyst | Leadership |
Kristi Bledsoe Henry | Vice President, Financial Planning | Leadership |
Jason Seney | Vice President, Senior Trust Officer | Leadership |
Stacy Murchison | Senior Managing Director And Chief Marketing Officer | Leadership |
Jeff Whitaker | President & CEO | Leadership |
Stefania Napolitano | Vice President Trust And Estate Attorney At Chevy Chase Trust | Leadership |
Spencer Smith | Head Of Institutional Investments, Global Equity Portfolio Manager | Leadership |
Craig Pernick | Senior Managing Director Investment Management | Leadership |
Tom Cholis | Chief Fiduciary Officer & Managing Director | Leadership |
25 more people are available in the full profile.
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Competitors of Chevy Chase Trust
Chevy Chase Trust has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Chevy Chase Trust
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Web traffic of Chevy Chase Trust
The website of Chevy Chase Trust (chevychasetrust.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Chevy Chase Trust. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Chevy Chase Trust
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Top companies in Finance & Accounting Services
3 companies that operate in the same segment as Chevy Chase Trust (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
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Related news about Chevy Chase Trust
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Frequently Asked Questions about Chevy Chase Trust
Chevy Chase Trust was founded in 1999.
Chevy Chase Trust is headquartered in Bethesda, United States. It is registered at Bethesda, Maryland, United States.
Chevy Chase Trust is a wealth management firm specializing in investment strategies like equity, fixed income, and risk management. It provides financial planning, estate planning, and fiduciary services to individual and institutional clients. Based in Bethesda and McLean in the United States, the firm focuses on thematic investing to capitalize on economic trends and innovations.
Chevy Chase Trust's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Chevy Chase Trust offers Investment Management, Financial Planning, and Fiduciary Services.
The website of Chevy Chase Trust receives about 681 thousand visits a month.