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Organizational Chart of Chevy Chase Trust
Chevy Chase Trust
www.chevychasetrust.com
has 50 executives
+1 240 497 5008
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Board
N-1
N-2
CEO
Jeff Whitaker
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Chairman of the Board
Francis Saul
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Vice Chairman of the Board
Peter Welber
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Director
George Clancy
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Director
Gilbert Grosvenor
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Director
Patricia Lotuff
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Director
William McSweeny
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Director
Gregory Platts
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Director
Earl Powell
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Director
Wendelin White
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CFO
Joel Friedman
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Finance
M...
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Audit
A...
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Tax Reporting
M...
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Common Trust Fund Accounting
L...
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COO & Client Services
Lynn Panagos
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Individuals & Institutional ...
A...
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Client Services
J...
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Trust Applications
L...
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Fiduciary
J...
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Busdev & Relationship Manage...
J...
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Investment
A...
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High Net Worth Portfolios
J...
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Portfolios, Institutional Cl...
E...
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Portfolio
T...
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Technical Analysis
J...
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Planning
L...
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Planning Group
L...
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Financial & Estate Planning
D...
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CTO
J...
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IT Applications
D...
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Technology & Trading Systems
J...
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Family Wealth Services
L...
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Financial Planning & Strateg...
S...
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Marketing
S...
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BusDev
M...
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Wealth
R...
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Fixed Income
C...
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Fixed Income Investments
M...
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Research, Fixed Income
D...
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Institutional Investments
S...
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Institutional Sales & Produc...
B...
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Portfolio Management
M...
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Legal & Vice Chairman
C...
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Compliance
P...
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Admin & Relationships Manage...
S...
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Trust
T...
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Trust
L...
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Trust Operations
E...
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Wealth Advisory & Relationsh...
A...
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Updated Oct 21, 2022
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