Paula Landau, Stacy Murchison, Blake Doyle, Elizabeth Kearns, Christine Nicolaides Kearns, Laly Kassa & Amy Raskin
7501 Wisconsin Ave., Suite 1500W
Bethesda, MD 20814
240-497-5000
Info@ChevyChaseTrust.com
www.chevychasetrust.com
Q: What motivates and inspires you?
A: Women play significant roles at Chevy Chase Trust, and we are all proud and inspired by that. Women make up more than half of the staff and executive team, and we all value women as clients, employees and leaders. Our female investment managers, financial planners, trust officers, fiduciary officers, tax advisors and attorneys excel in their work with clients. We are proud to be on the vanguard of our industry and inspired by the progress and accomplishments women have made in our own workplace as well as the greater business community.
Our remarkable results are a direct reflection of our commitment to thinking differently. We take a thematic approach to investing, capitalizing on powerful secular trends, disruptive ideas, innovations and economic forces that are constantly reshaping the world. Customized planning ensures client confidence. And our client retention is at 98%.
Q: How is working with women in the industry different?
A: First, we work with many savvy high net worth women, all of whom have different circumstances, assets and goals. We also work with women who need to learn more about their finances. We know that many of our clients prefer to work with other women, too.
Regardless of gender, all our client relationships start with a financial plan that informs the investment strategy and asset allocation recommendations for each unique situation. There is no “one size fits all” offering, and every step of the process is personalized.
Chevy Chase Trust works with individuals, families, endowments, and institutions to provide investment management, planning, and fiduciary services. The firm is comprised of wealth advisors, CFAs, MBAs, tax attorneys and other specialists—half of whom are women. Professionals average more than 18 years of experience.
All investing involves risk of loss, including principal. The investment strategies of Chevy Chase Trust Company (“CCTC”) are not guaranteed or insured by CCTC and/or any governmental body. Please see CCTC’s ADV Part 2 for more information.