# CHEVY CHASE TRUST COMPANY

CHEVY CHASE TRUST COMPANY of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 110742
- Type: SEC-registered investment adviser
- SEC file number: 801-55134
- Location: 7501 WISCONSIN AVENUE, 15TH FLOOR, BETHESDA, MD, 20814
- Phone: 240-497-5000
- Latest filing: 2026-03-31
- Regulatory AUM: $44.9B
- Discretionary AUM: $44.9B
- Clients: 119
- Accounts: 5,097

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other

## Officers, owners & control persons (52)

_Showing 25 of 52 people._

| Name | Role | Location |
| --- | --- | --- |
| DUNCAN ROY | CHIEF COMPLIANCE OFFICER | TORONTO, A6 |
| Bernard Francis Ii Saul | CHAIRMAN OF THE BOARD OF DIRECTORS AND DIRECTOR; OWNER | — |
| William F Mi Only Mcsweeny | DIRECTOR | — |
| Paul Roy Duncan | CHIEF COMPLIANCE OFFICER | Bethesda, MD |
| Howard Gregory Platts | DIRECTOR | — |
| Gilbert Melville Grosvenor | DIRECTOR | — |
| George Patrick Clancy | DIRECTOR | — |
| Joel Albert Friedman | CHIEF FINANCIAL OFFICER | — |
| Earl Alexander Powell | DIRECTOR | — |
| Patricia Saul Lotuff | VICE CHAIR OF THE BOARD OF DIRECTORS AND DIRECTOR | — |
| John Jeffrey Whitaker | PRESIDENT, CEO AND DIRECTOR | — |
| Wendelin Anita White | DIRECTOR | — |
| Lynn M Panagos | CHIEF OPERATING OFFICER | — |
| Kevin M Heilenday | GENERAL COUNSEL | — |
| WHITAKER JOHN JEFFREY | PRESIDENT & CEO | — |
| LEFFALL MD LASELLE DOHENY | DIRECTOR | — |
| CLANCY TERRENCE PATRICK | DIRECTOR | — |
| FERKO ALLISON ANN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER; CHIEF LEGAL OFFICER | — |
| WHITMORE JOHN R | CHAIRMAN OF THE BOARD OF DIRECTORS; VICE CHAIRMAN | — |
| SAUL BERNARD FRANCIS II | CHAIRMAN OF THE BOARD OF DIRECTORS; DIRECTOR; OWNER | — |
| MCSWEENY WILLIAM F | DIRECTOR | — |
| FATZINGER WALTER ROBERT | DIRECTOR | — |
| WELBER PETER MICHAEL | DIRECTOR; PRESIDENT, CEO AND DIRECTOR; VICE CHAIR | — |
| MCCORMICK THOMAS | DIRECTOR | — |
| CUSIC CHARLES GORDON | DIRECTOR; DIRECTOR AND PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110742/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110742/similar
- Related entities: https://search.stillhousedata.com/firm/110742/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110742

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.