Chevy Chase Trust

In honor of Women’s History Month, we’re highlighting the importance of female leadership in wealth management. Chevy Chase Trust Senior Managing Director Ramona Mockoviak shares the advice she gives to women on the rise: Seek out a work environment where you can thrive and be respected. Read more here: https://lnkd.in/eDaEjT_f #WomensHistoryMonth

Compelling insights from my colleague, Laly Kassa, on why female leadership is essential in wealth management. Proud to be part of a firm where diverse leadership truly makes a difference. #womeninwealth #wealthmanagement #Womeninhistory

In honor of Women's History Month, we're highlighting the importance of female leadership in wealth management. Senior Managing Director Laly Kassa discusses how the industry has evolved and why it's vital to have more women driving decisions. https://lnkd.in/dbg_ytnm #WomensHistoryMonth

Chevy Chase Trust is thrilled to have an advisor on the Forbes Top Women Wealth Advisors Best-in-State list! This is a notable accomplishment and demonstrates a clear dedication to serving clients well. The ranking methodology for 2025’s Top Women Wealth Advisors Best-In-State developed by?SHOOK Research, is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. #ChevyChaseTrust #WealthAdvisors #Forbes #BestInState Read more here:?https://lnkd.in/gbJByMqX Source: https://www.forbes.com/, awarded February 2025. Data compiled by SHOOK Research, LLC based on time period from 9/30/23-9/30/24. Chevy Chase Trust paid no application fee to participate.

Chevy Chase Trust was proud to be a sponsor of Class IV of the Mid-Atlantic Fellows Institute, supporting the next generation of leaders in trust and estate law. This outstanding program provides in-depth education led by top experts in the field. Sponsoring this initiative allowed us to connect with emerging professionals, engage with industry leaders, and support the continued excellence of the trust and estate profession. We look forward to seeing the impact these future leaders will make! #EstatePlanning #TrustsAndEstates #LeadershipDevelopment

Our Q4 #InvestmentUpdate is now available. Download the full report or listen along with the full audio recording: https://lnkd.in/eJzne-MC In 2025, we will continue to pursue opportunities while mitigating risk. Explore seven of the most pertinent risks we’re monitoring as we look ahead to positioning our investments more defensively in the new year.

Still considering your financial goals for 2025? Enter the new year informed by listening to our Q4 #InvestmentUpdate. Explore the risks to consider in 2025, including high expectations and valuations along with new areas of opportunity. Learn more on portfolio positioning and review the key takeaways from the report: https://lnkd.in/eFUYE54Z

While the?S&P 500 delivered another year of exceptional returns in 2024, there are many risks to consider when investing in today’s frothy markets. Chevy Chase Trust’s goal is to maximize returns while mitigating risk and we are committed to macro analysis and risk management -- key parts of our four-step investment process. Read our recently released Q4 2024 Investment Update for our insights about how we are managing risk and where we believe return potential exists. https://lnkd.in/eFUYE54Z ? #ChevyChaseTrust #Q42024InvestmentUpdate #Equity #Returns

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