Stacey Worman

thematic research analyst at Chevy Chase Trust - Bethesda, MD, US

Stacey Worman's Contact Details
HQ
240-497-5008
Location
Company
Chevy Chase Trust
Stacey Worman'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 Stacey Worman
Stacey Worman currently works for Chevy Chase Trust.
Stacey Worman's role at Chevy Chase Trust is thematic research analyst.
Stacey Worman's email address is ***@chevychasetrust.com. To view Stacey Worman's full email address, please signup to ConnectPlex.
Stacey Worman works in the Investment Management industry.
Stacey Worman's colleagues at Chevy Chase Trust are Stacey Cooperman, Sara Smith, Enzo Molina, Mozelle Smith, Dolores Sharp-McRae, Nieves Lopez, Trisha Carver and others.
Stacey Worman's phone number is 240-497-5008
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