Joel Friedman

Chief Financial Officer at Chevy Chase Trust - Bethesda, MD, US

Joel Friedman's Colleagues at Chevy Chase Trust
Jeff Whitaker

President and Chief Executive Officer

Contact Jeff Whitaker

Frederick Hopkins

Managing Director, Wealth Advisor & Relationship Manager

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David Eugene

Supervisor

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Blake Morris

Assistant Vice President Internal Audit

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Jast Sohi

Managing Director

Contact Jast Sohi

Colleen Lussier

Senior Trust Officer/VP

Contact Colleen Lussier

James Leverett

Trust Operations Officer

Contact James Leverett

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Joel Friedman's Contact Details
Email (Verified)
***@chevychasetrust.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
240-497-5008
Location
Silver Spring,Maryland,United States
Company
Chevy Chase Trust
Joel Friedman's Company Details

Chevy Chase Trust

Bethesda, MD, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.

Investment Management Financial Planning Estate Planning IRA Rollovers Philanthropy Multi Family Office Services Trust and Fiduciary Services Custody Tax-Exempt Securities Tax Planning and Guidance Global Thematic Investing Wealth Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Banking Asset Management Finance
Details about Chevy Chase Trust
Frequently Asked Questions about Joel Friedman
Joel Friedman currently works for Chevy Chase Trust.
Joel Friedman's role at Chevy Chase Trust is Chief Financial Officer.
Joel Friedman's email address is ***@chevychasetrust.com. To view Joel Friedman's full email address, please signup to ConnectPlex.
Joel Friedman works in the Investment Management industry.
Joel Friedman's colleagues at Chevy Chase Trust are Jeff Whitaker, Frederick Hopkins, David Eugene, Blake Morris, Jast Sohi, Colleen Lussier, James Leverett and others.
Joel Friedman's phone number is 240-497-5008
See more information about Joel Friedman