Chevy Chase Trust
Jeffrey Dillman began their work experience as a Portfolio Manager at Radnor Capital Management in 1994. Jeffrey then moved on to US Trust, where they served as a Senior Portfolio Manager from 1999 to 2004. In 2004, they joined The Bank of New York Mellon as a Team Leader, a position they held until 2008 when they became a Principal and Senior Client Account Manager at Bessemer Trust Company. In 2009, they transitioned to Atlantic Trust Private Wealth Management as a Managing Director and held this role until 2013. Currently, they serve as a Managing Director and Senior Portfolio Manager at Chevy Chase Trust.
Jeffrey Dillman earned their BA degree in Psych and Economics from Duke University, where they attended from 1976 to 1980. Prior to that, they attended Harvard School (now Harvard-Westlake) from 1970 to 1976, although the information regarding their degree and field of study at Harvard School is unavailable.
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Chevy Chase Trust
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.