Chevy Chase Trust

#ChevyChaseTrust’s Chief Investment Officer Amy Raskin will join CNBC’s @HalftimeReport today at 12 PM ET to share her insights on financial markets. Tune in to hear her analysis.

Listen to our Q1 #InvestmentUpdate to learn about the first quarter’s equity markets and financial conditions while you’re on the go. As macroeconomic factors remain fluid, we continue to manage risk and focus our research on long-term investment themes. Hear about compelling updates to our #GlobalEquity themes and more. Available now through all major podcast providers. Tune in: https://lnkd.in/eHGG-u7a

Our Q1 #InvestmentUpdate delves into several exciting updates to our #GlobalThematicInvesting approach. One of our oldest themes, Advent of Molecular Medicine, is continuing to unfold as expected, with positve and mutually reinforcing developments in this transformative science.  This report outlines a specific example of the theme’s growth cycle, which benefits from scientific developments and mutually reinforcing trends. https://lnkd.in/eHGG-u7a

Chevy Chase Trust proudly sponsored the 2024 Signature Theatre Sondheim Award Gala on Monday, April 29, 2024. The evening’s honoree was Tony and Emmy award winner and “Only Murders in the Building” favorite Nathan Lane. In attendance from Chevy Chase Trust were Deborah Gandy, Senior Managing Director and board member at Signature Theatre, Jeff Whitaker, President and CEO, Craig Pernick, Head of Fixed Income Investing and Stacy Murchison, Senior Managing Director.

Explore our recently released Q1 #InvestmentUpdate, which discusses market developments and updates to our #GlobalThematicInvestment themes. Learn more about the financial conditions from this past quarter and the economic factors driving performance. An audio version of the report is also available. Listen now on our site: https://brnw.ch/Q1

Chevy Chase Trust was proud to sponsor the 20th TCU Investment Strategies Conference on Wednesday, April 24, 2024. In attendance were Spencer Smith, Senior Managing Director, Head of Institutional Investments, Larry Fisher, President of Family Wealth Services, Blake Doyle, Head of Institutional Sales & Product Development and Marc Wishkoff, Senior Managing Director,  Head of Business Development.

Chevy Chase Trust was proud to sponsor the 2024 Catholic Charities Gala with the theme “Together Forward”. Craig Pernick, Head of Fixed Income, Claire Voorhees, Wealth Advisor and Relationship Manager and Christine Wallace, Senior Equity Portfolio Manager from Chevy Chase Trust attended the event chaired by David and Regina DiLuigi, Vince and Kate Burke and Egan and Billy Cannon.

At #ChevyChaseTrust, we put clients first and focus on developing long-term relationships built on trust and transparency. We take the time to ensure clients and their beneficiaries understand all aspects of their estate plan. And we coordinate with clients’ outside advisors to deliver a better result. Learn more about our approach: https://lnkd.in/eivbwqVg

As Head of Business Development, Marc Wishkoff leads the Wealth Advisory team in cultivating strong relationships with prospective and existing clients. His instincts and years of experience lay the groundwork for a dedicated, trusted team of advisors.   Learn more about Marc’s work at the firm and the rest of our team at: https://lnkd.in/ewbYquJJ

Listen now to our Q1 #InvestmentUpdate.   Our CEO Jeff Whitaker describes how we are navigating an intricate economic environment, with many crosscurrents, including looming interest rate cuts and other macroeconomic factors. Hear about theme updates to our #GlobalThematicInvesting approach and get the latest on economic conditions in our new quarterly podcast.   Tune in: https://lnkd.in/eu5m7k6K