Jeff Whitaker
Jeff Whitaker is President and Chief Executive Officer of Chevy Chase Trust, an investment management firm specializing in thematic investing. He has held several leadership positions in the investment and wealth management industry. Prior to joining Chevy in 2021, Whitaker was an External Advisor at the Asset and Wealth Management Practice of Boston Consulting Group. He also served as a Chief Operating Officer at Bridgewater Associates and at Berkshire Partners.
Jeff Whitaker Professional Experience / Academic History
Professional Experience
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President and Chief Executive Officer
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Chief Operating Officer, Client Service and Marketing
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Chief Financial Officer, U.S. Private Bank
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Chief Operating Officer, U.S. Private Wealth Management
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Head of Strategy and Business Development, U.S. Private Wealth Management
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Chief Operating Officer, Deutsche Bank Alex. Brown
Academic History
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MBA in Finance
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BA in History and Political Science, Cum Laude