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When Jeff Whitaker took the helm at Chevy Chase Trust, he said he was fortunate to inherit such a strong business and leadership team at the Bethesda-based firm.

“I was drawn to Chevy Chase Trust because of its client-focused culture, its differentiated thematic investment approach, and its committed owner,” he said in a press release in January 2021. “We are uniquely positioned for growth as we enter this next chapter for Chevy Chase Trust.”

Chevy Chase Trust is an independently owned investment management firm and think tank specializing in global thematic research, portfolio management, conflict-free advice and financial planning for high-net-worth individuals, families, endowments, and institutions. Whitaker is also the director of Chevy Chase Trust and ASB Capital Management.

“I believe that success is defined in terms of our clients’ success, and that through an unblinking focus on client needs, the wellbeing of our employees and operational excellence, anything is possible,” Whitaker stated on LinkedIn.

Prior to joining Chevy Chase Trust, Whitaker was a leader in the investment management and wealth management industry. Most recently, he served as Chief Operating Officer for Client Service and Marketing at Bridgewater Associates, the Connecticut-based hedge fund.