Kristi Henry

Assistant Vice President, Financial Planning Associate at Chevy Chase Trust - Bethesda, MD, US

Kristi Henry's Colleagues at Chevy Chase Trust
Colin Wali

Assistant Vice President

Contact Colin Wali

Laly Kassa

Managing Director

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Claire Voorhees

Vice President, Wealth Advisor

Contact Claire Voorhees

Amy Raskin

Chief Investment Officer

Contact Amy Raskin

Kimberly Navarro

Executive Assistant

Contact Kimberly Navarro

Leslie Smith

Senior Managing Director

Contact Leslie Smith

Tim Spear

Trust Officer, Client Onboarding

Contact Tim Spear

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Kristi Henry'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
Gaithersburg,Maryland,United States
Company
Chevy Chase Trust
Kristi Henry'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 Kristi Henry
Kristi Henry currently works for Chevy Chase Trust.
Kristi Henry's role at Chevy Chase Trust is Assistant Vice President, Financial Planning Associate.
Kristi Henry's email address is ***@chevychasetrust.com. To view Kristi Henry's full email address, please signup to ConnectPlex.
Kristi Henry works in the Investment Management industry.
Kristi Henry's colleagues at Chevy Chase Trust are Colin Wali, Laly Kassa, Claire Voorhees, Amy Raskin, Kimberly Navarro, Leslie Smith, Tim Spear and others.
Kristi Henry's phone number is 240-497-5008
See more information about Kristi Henry