A complete list of active advisors currently associated with Chevy Chase Trust Company

Warmer can help you find a great advisor at Chevy Chase Trust Company or one who fits your needs even better.

Chevy Chase Trust Company serves high‑net‑worth individuals, families and institutional clients, providing discretionary and non‑discretionary investment management alongside personal trust, family wealth and financial planning services, institutional custody and access to collective investment funds. The firm focuses on clients with trustee, custody or institutional needs and does not generally serve non‑high‑net‑worth retail individuals. The firm’s investment approach is thematic: portfolio construction begins with a macro view and targets secular trends and sector/industry themes rather than traditional style boxes, using equities, fixed income, ETFs and other instruments with position sizing and thematic baskets to manage company‑specific risk. CCTC typically emphasizes longer‑term holdings, and supplements its strategies through delegated sub‑advisers, direct indexing, options and alternative funds for qualifying investors. CCTC operates as a state‑chartered trust company that can act as custodian and trustee for client assets and collective trust funds, combining fiduciary trust and custody functions with investment management—an organizational arrangement that is uncommon among large enterprise advisors. The firm is affiliated with ASB Capital Management, shares certain personnel and support services with that affiliate, and also manages a thematic mutual fund and institutional collective funds, reflecting an integrated trust, custody and product‑management model.

To learn more about the advisors currently working at Chevy Chase Trust Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Arthur Adler III	Bethesda, MD	24
Alok Bhatt	Bethesda, MD	4
Tapfuma Chibaya	Bethesda, MD	11
Michael Clemm	Bethesda, MD	5
Carlton Davis	Bethesda, MD	11
Jeffrey Dillman	Bethesda, MD	13
Edward Dobranetski III	Bethesda, MD	22
Blake Doyle	Bethesda, MD	21
Robert Eubank	Bethesda, MD	13
Lawrence Fisher II	Bethesda, MD	15
Jackie Fontana	Bethesda, MD	5
Deborah Gandy	Bethesda, MD	19
Michael Gildenhorn	Bethesda, MD	36
Frederick Hopkins	Bethesda, MD	4
Du Hur	Bethesda, MD	7
Debritu Kassa	Bethesda, MD	19
Jenny Kim	Bethesda, MD	0
Jonathan Kobets	Bethesda, MD	15
Paula Landau	Bethesda, MD	11
Justin Liberti	Bethesda, MD	21
Judy Mccoy	Bethesda, MD	26
Ramona Mockoviak	Bethesda, MD	21
Andrew Morgan	Bethesda, MD	3
Wendy Moyers	Bethesda, MD	24
Stacy Murchison	Bethesda, MD	19
James Nguyen	Bethesda, MD	4
John Northrup Jr.	Bethesda, MD	0
Lynn Panagos	Bethesda, MD	22
Craig Pernick	Bethesda, MD	27
Amy Raskin	Bethesda, MD	11
Henry Romeyn	Bethesda, MD	4
Randy Ryan	Bethesda, MD	19
Spencer Smith	Bethesda, MD	16
Jastinder Sohi	Bethesda, MD	15
Simeon Spruill	Bethesda, MD	3
Michael Stafford Jr.	Bethesda, MD	17
Caroline Szivos	Bethesda, MD	0
Claire Voorhees	Bethesda, MD	4
Christine Wallace	Bethesda, MD	17
Marc Wishkoff	Bethesda, MD	19
Christopher Young	Bethesda, MD	15

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