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.
7-day free trial · no credit card
Verified contacts
172
available on Kipplo
LinkedIn employees
180
51 to 200 range
Open roles
2
across 2 depts
Distinct roles
124
indexed titles
Tech stack
3
tools in use
Monthly traffic
2.9K
organic / mo
Hiring · 2 open positions across 2 departments
Sign up free to see all 172 verified contacts at Chevy Chase Trust
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
172 contacts with verified email or phone · masked until revealed.
- BE
Bobby Eubank
Director · General Business & Management
EmailPhone - CD
Carlton Davis
Director, Fixed Income Portfolio Manager · Finance & Accounting
EmailPhone - CP
Craig Pernick
Senior Managing Director- Investment Management · Other
EmailPhone - JN
James Nguyen
Director, Portfolio Manager and Thematic Research Analyst · Finance & Accounting
EmailPhone - JC
John Cutler
Senior Advisor · Finance & Accounting
EmailPhone - MB
Mehdi Bensaida
Director of Finance · Finance & Accounting
EmailPhone - PW
Peter Welber
Member Board of Directors · General Business & Management
EmailPhone - WW
Wendelin White
Director · General Business & Management
EmailPhone - AM
Andrew Morgan
AVP Fixed Income · Finance & Accounting
EmailPhone
Showing 9 of 172 verified contacts
Top roles at Chevy Chase Trust
124 distinct titles indexed · top 10 shown.
- 7managing director
- 7vice president
- 5mechanic
- 4senior managing director
- 4senior trust officer
- 3client services associate
- 3managing director, wealth advisor & relationship manager
- 3trust associate
- 2()
- 2accountant
- +114more titles
Sign up to unlock all 172 contacts at Chevy Chase Trust
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 172 verified contacts at Chevy Chase Trust
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.