Chevy Chase Trust Company

Overview

Chevy Chase Trust Company, also called CCTC, provides investment advisory, trust, family office and financial planning services.¹ The firm has offices in Bethesda, Maryland and Tysons, Virginia.² It reports one additional office and 119 employees in its March 31, 2026 directory record.³

History

The firm was founded in 1999.² CCT says it is independently and privately owned and operated by the B.F. Saul family.²⁴ The firm overview states that it has specialized in global thematic equity investing since 2001.⁵

Timeline

1. 1999The firm was founded in 1999.
2. 2001The firm overview states that it has specialized in global thematic equity investing since 2001.
3. 2026It reports one additional office and 119 employees in its March 31, 2026 directory record.

Leadership

Amy Raskin is Chief Investment Officer.⁶ Jeff Whitaker is President and Chief Executive Officer.⁷ Marc Wishkoff is Senior Managing Director and Head of Business Development.⁸ Jeannette Owen Roegge is Chief Fiduciary Officer.⁹

The firm describes fiduciary work as including trustee and executor roles, alongside its fiduciary duties as an investment adviser.⁹ CCT says relationship managers coordinate investment, estate planning, financial planning and trust specialists, including outside accountants and attorneys when appropriate.⁸

Services

CCT describes customized wealth strategies, investment management, financial planning, estate planning and trust services delivered by coordinated specialists.² Its directory record lists financial planning, portfolio management for individuals and small businesses, investment companies, pooled vehicles and institutions, selecting other advisers, educational seminars and other services.³

The firm manages investments on a discretionary basis. It buys and sells stocks, bonds and other financial instruments under client guidelines and financial plans.¹ Standard account monitoring is ongoing, with formal reviews at initial funding and annually thereafter. These reviews cover asset allocation, security selection and concentration.¹ CCT may enter subadvisory agreements with independent advisers and may recommend alternative investment funds for eligible clients.¹

What the firm offers

• Investment management
• Financial planning
• Estate planning
• Trust and fiduciary
• Private and alternative investments

Client focus

CCT states that it serves high net worth clients and institutions.¹ Its March 31, 2026 directory record lists 1,177 high net worth individuals, one investment company, four pooled vehicles, two pension plans, 46 charities, three state or municipal entities and 11 other clients.³

Investment philosophy and approach

The firm says its investment process uses global thematic investing focused on secular economic, demographic and technological trends that may influence corporate performance.² Its investment management page describes a long term secular macroeconomic focus, global multi cap stocks and rigorous individual company analysis for equity portfolios.¹⁰

For fixed income, the firm describes an emphasis on principal preservation and outpacing inflation.¹⁰ CCT says risk management includes individualized assessment, active asset allocation management and one on one strategy design.¹⁰ The firm also describes its ownership and boutique structure as supporting long term client focus, in house decisions and freedom from outside shareholder quarterly earnings pressure.⁸

Assets and minimums

The firm overview dated December 31, 2025 reports more than $44 billion in assets under management, 1,241 households in 47 states and 10 countries, more than 125 professionals and 21 investment team members.⁵ The directory regulator record reports $44,925,270,699 in regulatory assets under management as of March 31, 2026.³

The Form CRS states a $3,000,000 relationship minimum and a $35,000 minimum annual fee.¹ Advisory fees are based on a percentage of assets under management. Trustee and estate administration fees differ.¹

By the numbers

FAQs

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Sources

1. SEC Form CRS, Chevy Chase Trust Company , dated March 31, 2026, accessed October 23, 2026.
2. Chevy Chase Trust Company , accessed October 23, 2026.
3. SEC and IAPD directory record supplied for this profile, as of March 31, 2026.
4. Pursuing Potential , accessed October 23, 2026.
5. Firm Overview , dated December 31, 2025, accessed October 23, 2026.
6. Chevy Chase Trust Company , accessed October 23, 2026.
7. Chevy Chase Trust Company , accessed October 23, 2026.
8. Interview with Marc Wishkoff , accessed October 23, 2026.
9. Q&A with Jeannette Owen Roegge , accessed October 23, 2026.
10. Investment Management , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.