Organizational Chart of Chevy Chase Trust

Chevy Chase Trust 組織図

www.chevychasetrust.com

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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

Peter Welber
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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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Planning Group

L...
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Audit

A...
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Finance Planning

J...
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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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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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CTO

J...
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Technology & Trading Systems

J...
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Data Privacy

L...
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Systems Engineering

B...
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Deputy Compliance

A...
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Compliance

C...
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Compliance

P...
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Compliance

G...
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Legal

K...
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Family Wealth Services

L...
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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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Trust

T...
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Trust

L...
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Trust Operations

E...
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Trust

D...
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Trust

M...
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更新 3月 18, 2025
Chevy Chase Trustは10未満のメンバーが続いている。
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