THE CHEVY CHASE GROUP - Key Persons
Job Titles:
- Consultant
- Trust Consultant
As a trust consultant, Cathy specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.
Job Titles:
- Vice President - Financial Advisor, Consulting Group
In the wealth management banker role, Josh acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.
Job Titles:
- City National Bank Advisor
- Vice President - Senior Banking Advisor
Kevin is a City National Bank advisor who works collaboratively with financial advisors and their clients to identify banking solutions that help clients achieve their personal and business financial goals. Kevin's in-depth understanding of the City National Bank mortgage, commercial, private banking and consumer-lending capabilities allows him to develop effective recommendations that complement clients' personalized wealth plans.
Les serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
Job Titles:
- Senior Vice President - Financial Advisor, Senior Consulting Group