CoverProfile

Christine Wallace

Managing Director, Senior Portfolio Manager

Chevy Chase Trust

United States, Maryland, Bethesda

About Me

Christine provides portfolio and wealth management advice to institutional, individual and family clients. She shares responsibility for the development and oversight of investment strategy and process and has managed investment portfolios for the past twenty years. Prior to joining Chevy Chase Trust, Christine was a portfolio manager at U.S. Trust. For eight years, she worked with high net worth individuals, as well as with endowments, foundations and non-profit clients. Prior to relocating to Washington, D.C., she was with U.S. Trust’s New York office, where she also worked as a portfolio manager in the Wealth Management division. Christine earned h

View more

Profile Information

Managing Director, Senior Portfolio Manager

Chevy Chase Trust

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Bethesda

Maryland

United States

Sep 16, 2024

Work Experience

Chevy Chase Trust

Managing Director, Senior Portfolio Manager
Sep 2008 - Present
Email: cwallace@chevychasetrust.com

More profiles to browse

Profile Photo
Susan Gordon Freed
Managing Director
MS
Michael Stafford
Managing Director, Portfolio Manager
Profile Photo
Marc Wishkoff
Senior Managing Director, Head of Business Development
Profile Photo
Deborah Gandy
Senior Managing Director, Wealth Advisor and Relationship Manager

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation