Chevy Chase Trust

Congratulations to Claire Voorhees for being selected as Bethesda Magazine’s 2025 Best of Bethesda Readers’ Pick, Finalist, Best Financial Advisor (Individual). Chevy Chase Trust proudly celebrates Claire Voorhees for this achievement. The Reader’s poll asked for votes on local favorites in 195 categories.   #ChevyChaseTrust #BethesdaMagazine #FinancialAdvisor #BestofBethesda Selected as a Finalist on December 26, 2024, for surveys conducted from July 1 to September 30, 2024.  *Neither Chevy Chase Trust nor its executives paid a fee to Bethesda Magazine in exchange for participation or recognition.

From all of us at Chevy Chase Trust, we send you warm wishes this holiday season. May you and your families enjoy a happy, healthy holiday season and a prosperous New Year ahead! #ChevyChaseTrust #HappyHolidays #HolidaySeason

Chevy Chase Trust is honored to partner with Sargent Shriver Elementary School in continuing the tradition of giving back to the community. This holiday season, we set up a ‘Giving Tree’ for employees to ‘adopt’ families in the Linkages to Learning program at Sargent Shriver by providing holiday gifts for the children. Teams at Chevy Chase Trust, ASB Real Estate Investments and B. F. Saul Company adopted all 79 families in the program this year. Thank you to all who participated in the Season of Giving.    #ChevyChaseTrust #SargentShriverElementarySchool #AdoptAFamily #GivingTree #HolidaySeason

As we approach the end of 2024, we’re reflecting on the work we’ve done and the milestones we've achieved. Our national ranking on the Forbes/SHOOK Research list of America’s Top RIA Firms is a testament to our commitment to excellence in working with clients. We look forward to next year and continuing our work helping clients. Awarded October 8, 2024 for data as of March 31, 2024. Chevy Chase Trust paid no application fee to participate. https://brnw.ch/21wPkmp

Tune in today at 12 p.m. to CNBC’s #HalftimeReport to hear Chief Investment Officer amy raskin share her take on the latest financial market news.

Chevy Chase Trust is proud to continue 15 years of partnership with Sargent Shriver Elementary School supporting families in our local community. This winter, the firm provided coats and shoes to all the children in each of the school’s Linkages to Learning families. We thank our wonderful team at Chevy Chase Trust including Stacy Murchison, Cindy Torres, Jeannette Owen Roegge, Emily Olusanya, Kevin Kappeler and Andrew Morgan for all their help picking up coats and shoes from Macy's and for delivering items to Sargent Shriver Elementary School. Special thanks to our good friend, #BonnieCole and her team at Macy's, for selecting each coat and every pair of shoes and ensuring all was organized and ready for pick up and transport. Happy holidays! #ChevyChaseTrust #SargentShriverElementarySchool #Macys #Coats&Shoes #HolidaySeasonGivingSeason

Season’s greetings from Chevy Chase Trust! 🎄 We had a fantastic evening celebrating another year of success at our annual holiday party. The evening was filled with laughter, great food, and even better company. We look forward to another year of collaboration and helping clients in 2025! #ChevyChaseTrust #HolidayParty #Gratitude #HolidaySeason

Our #GlobalThematicInvesting approach targets global trends that drive long-term market opportunities. Above all, our process remains focused on facts. This ensures sound decision-making — even in uncertain times. Learn more about our work and our four-step investment process at: https://brnw.ch/21wPkhQ

Yesterday, Chevy Chase Trust came together to celebrate the holiday spirit with a little friendly (and delicious) competition at our Holiday Bake-Off.    We’re thrilled to congratulate our talented winners:  Rhealyn Villamento-Brown: Best in Show and Originality  Jeff Bishoff: Best in Creativity  Cheryl Dunston: Best in Taste  Rachel Dibert: Best in Appearance    Thank you to everyone who participated and shared their amazing baked goods—your efforts made this event extra special. And a big thank you to our judges, Luis Manuel Gutierrez Noboa, Emily McMinimee & Philip Caliendo for their time and expert taste-testing!    Here’s to more moments that bring us together to make the season brighter (and tastier)!    #ChevyChaseTrust #HolidayBakeOff #TeamCelebration #HolidayCheer    

Chevy Chase Trust employees were honored to spend Monday of this week providing all of the fixings for #Thanksgiving meals for 79 at-risk families in Sargent Shriver Elementary School’s Linkages to Learning Program in Silver Spring, MD. Staff members shopped, packed, organized and delivered all of the fresh food needed for #Thanksgiving dinner. It has been our privilege to continue our long-standing tradition of giving support to families in need through our fifteenth-year partnership with Sargent Shriver Elementary School. A big thank you to all our colleagues who volunteered their time and enthusiasm to make this possible. Jessica (Gabriele) Frommer, Elizabeth Kearns, Craig Pernick, Wendy M. Moyers, CFP ®, CDFA®, Larry Fisher, Stacy Murchison, Daniel Kuhnlein, Jeffrey Dillman, Martin Withers, Wesley Sanford, Randy Ryan, Blake Doyle, Jonathan Kobets, Luis Naboa, Lynn Panagos, Frank Moreno, Kevin Heilenday, Emily Olusanya, Emily McMinimee, Stefania Napolitano, Bobby Eubank, CFA, Colin Wali, CTFA, Michelle Cohen, Cindy Torres, Devonna Wade, Gloria Spaans, Erin Raimundo, April Blackwood, Zachary Navarro, Kisha Wright, Radhika Nijhawan Roy, Laly Kassa #ChevyChaseTrust #SargentShriverElementarySchool #LinkagestoLearning #Thanksgiving