With nearly four decades of experience in trust, estate and financial planning, Leslie advises Chevy Chase Trust’s clients on complex planning matters and helps guide the firm’s strategic thinking on how to best meet the evolving needs of clients and their families. From 2009 to 2021, Leslie was Head of the Planning Group at Chevy Chase Trust. Prior to joining the firm, she held the position of Managing Director at Citi Private Bank’s Washington, D.C. office. Before that, she was a Managing Director of U.S. Trust Company responsible for the management of the Washington, D.C. and Tyson’s Corner, Virginia offices. Her responsibilities at both organizations included providing financial and e