Chevy Chase Trust

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

Chevy Chase Trust was proud to sponsor the annual Celebration of Giving hosted by the Greater Washington Community Foundation on November 21, 2024. Craig Pernick, Deborah Gandy, Al Bhatt, and Stacy Murchison had the pleasure of attending the event that celebrated the network of generous donors and community partners for encouraging the spirit of giving throughout Montgomery County.?? The night honored their 2024 Montgomery County Philanthropist of the Year, Bob Buchanan. Bob’s tremendous generosity and leadership has touched the lives of many people across our community.??? The event brought together hundreds of philanthropists, business leaders, elected officials, and leaders from the region’s?premier nonprofits.??? ? #ChevyChaseTrust #CelebrationofGiving #MontgomeryCounty #CelebrateGiving #IgnitePhilanthropy #GWCF #CCT?

Congratulations to Deborah Gandy, Paula Landau, CFP?, ChSNC?, CTFA, and Wendy M. Moyers, CFP ?, CDFA? Moyers for being named among Top Financial Professionals 2024 by Bethesda Magazine. The peer survey and editorial research on which the rating was based took place from May 30 to June 18, 2024, and they were recognized on October 26, 2024. They are featured on Bethesda Magazine’s go-to list of 60 top financial experts, the gold standard for wealth management in Montgomery County and Upper Northwest D.C. Chevy Chase Trust is proud to celebrate and commend these dedicated team members for their outstanding achievement. #ChevyChaseTrust #BethesdaMagazine #FinancialProfessionals *Neither Chevy Chase Trust nor its executives paid a fee to Bethesda Magazine in exchange for the recognition.

Over the past 25 years, Chevy Chase Trust has cultivated a reputation for excellence. Our recent selection to Barron’s 2024 list of the Top 100 RIA firms — a list we’ve been included in from 2019 - 2023 — highlights our ongoing dedication toward pursuing potential for our clients. From the greater Washington area and beyond, we are built to place clients — and client success — above all else.?https://brnw.ch/21wOeBJ Awarded September 16, 2024 for data as of June 30, 2024. Chevy Chase Trust paid no application fee to participate.

Chevy Chase Trust proudly sponsored the inspiring BroadFutures Voices for Change Gala held on October 19, 2024. The evening was dedicated to making a difference by celebrating the diverse voices that make meaningful impact and positive transformation in the community. BroadFutures, Inc. is focused on the celebration of neurodiversity and is pioneering a workplace partnership for those who otherwise may not realize their true potential by providing them innovative training, mentoring and paid internship programs. Al Bhatt, Managing Director at CCT, had an opportunity to hear career development stories from partnership participants during the evening.?A true highlight was the celebration of the amazing documentary work of John Schaffer, the award-winning neurodivergent independent filmmaker and Co-Founder of Wild Asperagus Productions. We at Chevy Chase Trust are pleased to give our support to these diverse voices who bring positive changes to our community. #ChevyChaseTrust #BroadFutures #Neurodiveristy #VoicesforChange

Chevy Chase Trust was proud to sponsor the CFA Society New York's 2024 Annual Celebration held on October 24. CFANY has been a leading forum for the investment profession and seeks to promote the highest ethical and professional standards among its members by providing education, networking opportunities and thought leadership. Blake Doyle, Head of Institutional Sales and Product Development at CCT, had the opportunity to attend this celebration.?? ?? We are pleased to support the CFA Society New York as they seek to promote a culture of professional excellence within the financial services industry.? #ChevyChaseTrust #CFANY #FinanceProfessionals #AnnualCelebration #InvestmentLeaders

Despite the Fed raising interest rates faster than any cycle in the past 40 years, economic growth has merely slowed. Our Q3 #InvestmentUpdate explores the circumstances that have allowed the U.S. economy to avoid –so far--a widely expected recession. The pandemic played a substantial role, resulting in an excess of savings for consumers and a labor shortage. Learn more about the unusual conditions that powered strong market performance: https://brnw.ch/21wOeBS

Chevy Chase Trust is proud to announce we have ranked #10 nationally on the 2024 Forbes/SHOOK Research list of America’s Top RIA Firms. We are pleased to be on this list and stand behind our commitment to placing clients— and client success— over everything else. Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded October 8, 2024 for data as of March 31, 2024. Chevy Chase Trust paid no application fee to participate. https://brnw.ch/21wOeKP

Chevy Chase Trust proudly sponsored a Health and Tech Panel Discussion hosted by the Indian American Business Impact Group held on October 16, 2024. The panelists, consisting of experts and leading doctors from the DMV, shared their valuable insights regarding various aspects of medicine and health sciences topics. Al Bhatt, Managing Director and Spencer Smith, Senior Managing Director and Head of Institutional Investments at CCT, had the opportunity to attend this engaging event. Spencer Smith provided an introduction to CCT’s Global Thematic Investing and how we build portfolios for our clients. Chevy Chase Trust is pleased to provide support to IAMBIG. #ChevyChaseTrust #IAMBIG #DMV #Health

Chevy Chase Trust was pleased to support Leadership Greater Washington's 2024 Celebration of Leadership and its mission to convene the DMV's leaders and changemakers to positively impact our community. #LGW #DMV #CelebrationofLeadership #ChevyChaseTrust