Organizational Chart of Chevy Chase Trust

Chevy Chase Trust

www.chevychasetrust.com

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Board

N-1

N-2

CEO

Jeff Whitaker
Move

Chairman of the Board

Francis Saul
Move

Vice Chairman of the Board

Patricia Lotuff
Move

Director

George Clancy
Move

Director

Gilbert Grosvenor
Move

Director

William McSweeny
Move

Director

Gregory Platts
Move

Director

Earl Powell
Move

Director

Peter Welber
Move

Director

Wendelin White
Move

CFO

Joel Friedman
Move

Co-Head, Planning

E...
Move

Planning Group

L...
Move

Audit

A...
Move

Finance Planning

J...
Move

Tax Reporting

M...
Move

Performance Reporting

K...
Move

Trust Operations

L...
Move

Finance

M...
Move

COO & Client Services

Lynn Panagos
Move

Individuals & Institutional ...

A...
Move

Client Services

J...
Move

Trust Applications

L...
Move

Fiduciary

J...
Move

Busdev & Relationship Manage...

J...
Move

Investment

A...
Move

High Net Worth Portfolios

J...
Move

Portfolios, Institutional Cl...

E...
Move

Portfolio

T...
Move

Technical Analysis

J...
Move

CTO

J...
Move

Technology & Trading Systems

J...
Move

Data Privacy

L...
Move

Systems Engineering

B...
Move

Deputy Compliance

A...
Move

Compliance

C...
Move

Compliance

P...
Move

Compliance

G...
Move

Legal

K...
Move

Family Wealth Services

L...
Move

Marketing

S...
Move

BusDev

M...
Move

Wealth

R...
Move

Fixed Income

C...
Move

Fixed Income Investments

M...
Move

Research, Fixed Income

D...
Move

Institutional Investments

S...
Move

Institutional Sales & Produc...

B...
Move

Portfolio Management

M...
Move

Trust

T...
Move

Trust

L...
Move

Trust Operations

E...
Move

Trust

D...
Move

Trust

M...
Move

发布 9月 18, 2024
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