Chevy Chase Trust Company
Legal Name: CHEVY CHASE TRUST COMPANY
Full Contact Details
Chevy Chase Trust Company
7501 WISCONSIN AVENUE, 15TH FLOOR, BETHESDA, MD
240-497-5000
240-497-5011
Other Info
Chevy Chase Trust Company is a registered Maryland corporation with 86 employees, out of which 31 work as advisors. The number of clients the firm serves is not disclosed. According to the SEC, the firm's approval status is listed as Approved with its registration dating back to Dec 24, 1997.
Chevy Chase Trust | Wealth Management & Retirement
Chevy Chase Trust is an investment management firm and think tank specializing in global thematic investing and planning.
Direct Owners
-
BERNARD FRANCIS II SAUL
CHAIRMAN OF THE BOARD OF DIRECTORS owns less than 5%
-
CHEVY CHASE TRUST HOLDINGS LLC
OWNER owns 75% or more
-
CHRISTINE NICOLAIDES KEARNS
VICE CHAIR & GENERAL COUNSEL owns less than 5%
-
EARL ALEXANDER POWELL
DIRECTOR owns less than 5%
-
GEORGE PATRICK CLANCY
DIRECTOR owns less than 5%
-
GILBERT MELVILLE GROSVENOR
DIRECTOR owns less than 5%
-
HOWARD GREGORY PLATTS
DIRECTOR owns less than 5%
-
JOEL ALBERT FRIEDMAN
CHIEF FINANCIAL OFFICER owns less than 5%
-
LYNN M. PANAGOS
CHIEF OPERATING OFFICER owns less than 5%
-
PATRICIA SAUL LOTUFF
DIRECTOR owns less than 5%
-
PAUL ROY DUNCAN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
PETER MICHAEL WELBER
PRESIDENT, CEO AND DIRECTOR owns less than 5%
-
WENDELIN ANITA WHITE
DIRECTOR owns less than 5%
-
WILLIAM F (MI ONLY) MCSWEENY
DIRECTOR owns less than 5%
Indirect Owners
-
BERNARD FRANCIS II SAUL
OWNER owns 75% or more
-
CHEVY CHASE HOLDINGS, LLC
OWNER owns 75% or more
-
WESTMINSTER INVESTING CORPORATION
OWNER owns 75% or more