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Organizational Chart of Chevy Chase Trust
Chevy Chase Trust Org Chart
www.chevychasetrust.com
has 51 executives
+1 240 497 5008
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CEO
Jeff Whitaker
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Chairman of the Board
Francis Saul
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Vice Chairman of the Board
Patricia Lotuff
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Director
George Clancy
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Director
Gilbert Grosvenor
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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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Co-Head, Planning
E...
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Co-Head, Planning
L...
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Portfolio Mgmt & Analytics
J...
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Audit
A...
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Tax Reporting
M...
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Performance Reporting
K...
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Trust Operations
L...
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Finance
M...
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Thematic Research Analyst
G...
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Client Services & Operations
L...
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Individuals & Institutional ...
A...
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Client Services
J...
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BusDev
M...
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Finance Planner
J...
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Trust Applications
L...
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Fiduciary
J...
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Investment
A...
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Trust
L...
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Wealth Advisor & Relationship
J...
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High Net Worth Portfolios
J...
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Wealth Advisor & Relationship
A...
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Institutional Investments
S...
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Portfolio Management
M...
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Wealth Advisor & Relationship
D...
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Wealth Advisor & Relationship
R...
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Trust
T...
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Wealth Advisor & Relationship
Q...
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CTO
J...
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Data Privacy
L...
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Systems Engineering
B...
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Legal
K...
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Institutional Sales & Produc...
B...
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Family Wealth Services
L...
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Marketing
S...
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Fixed Income
C...
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Co-Head, Fixed Income
C...
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Fixed Income Investments
M...
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Compliance
P...
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Deputy Compliance
A...
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Compliance
C...
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Compliance
G...
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Updated Jan 11, 2026
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Holding (1277 companies including Chevy Chase Trust)
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