Investing in and for women

Sometimes, it’s just more comfortable to talk woman to woman.

It’s no secret that the financial industry has a low representation of women. But at Chevy Chase Trust, we have wealth management teams comprised entirely of women who have the knowledge, expertise and dedication to help clients achieve their financial goals. Experience the power of thoughtful, personalized investment and financial management – and see the difference trust can make.

An Uncommon Experience:

• Face-to-face interaction and collaboration
• Small, highly collaborative investment team located in one office
• Direct access to portfolio managers
• Thematic investment portfolios that look beyond conventional ideas
• In-house decision making, unencumbered by bureaucracy

Wealth Management Team

Amy Bonham

Leah M. Byrne, CFP®

Donna M. Foo

Susan Freed, CFP®

Deborah G. Gandy

Laly Kassa, CFP®

Paula A. Landau, CFP

Marny McCain

Erin L. Mikulak-Raimundo

Stacy C. Murchison

Jeannette Owen Roegge

Lisa R. Saunders

Leslie K. Smith

Christine Wallace

Hsuan Wang

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

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