With more than 20 years of proven investment experience, Alan manages relationships and portfolios for high-net-worth individuals and institutional clients. He shares responsibility for the development and oversight of investment strategy and process at the firm and is a member of the Global Thematic Investment Team. Prior to joining Chevy Chase Trust, Alan was President and Chairman of Asset Management, Inc., an independent investment management company with over $1 billion in assets under management. He managed the company through a successful sale and integration with Chevy Chase Trust. Before that, he managed the Equity Investment Strategy and Research Initiatives at Asset Management,

Alan Adler
Managing Director
Chevy Chase Trust
United States, Maryland, Bethesda
About Me
Profile Information
Managing Director
Chevy Chase Trust
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Bethesda
Maryland
United States
Aug 11, 2024
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