JW

Jeff Whitaker

President and Chief Executive Officer

Chevy Chase Trust

Bethesda, Maryland


Contact Information

Email
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Company Information

Company
Chevy Chase Trust
Industry
investment management
Employees
180.0
Seniority
C suite
Annual Revenue
16700000.0

Technologies

Outlook MailChimp SPF Microsoft Office 365 Salesforce Sophos Bootstrap Framework Facebook Login (Connect) Mobile Friendly YouTube Google Font API Google Analytics Facebook Custom Audiences DoubleClick Floodlight reCAPTCHA Facebook Widget Linkedin Marketing Solutions Simpli.fi Google Tag Manager WordPress.org DoubleClick Remote Android AI

Keywords

investment management financial planning estate planning ira rollovers philanthropy multi family office services trust & fiduciary services custody taxexempt securities tax planning & guidance global thematic investing wealth management thematic investing investing markets retirement planning investment advisors portfolio management risk management institutional investing asset allocation fiduciary services family wealth services global trends macro-economic outlook financial security client retention investment strategy capital markets equity investments fixed income volatility management tax planning customized investment solutions high net worth clients sustainable investing financial independence disruptive technologies research-driven insights diversified portfolios long-term investing performance metrics client-focused strategies independent advisors financial coaching wealth preservation creative portfolio strategies market analysis wealth accumulation investor education client engagement private wealth management personal finance client-centric approach portfolio diversification economic conditions digital asset management investment services financial growth financial services law practice legal services

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