Christine M. Wallace
Portefeuillebeheerder-Aandelen bij Chevy Chase Trust Co.
Profiel
Ms. Christine M.
Wallace is a Managing Director & Senior Portfolio Manager at Chevy Chase Trust Co. She 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, Ms. Wallace 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.
Ms. Wallace earned her undergraduate degree from Holy Cross College and her Master’s of Business Administration from George Washington University.
Actieve functies van Christine M. Wallace
| Bedrijven | Functie | Begin |
|---|---|---|
Chevy Chase Trust Co.
 Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. CCTC primarily provides investment management services to high net-worth individuals, but also offers personal trust services, wealth family services, financial planning services, institutional custody services, and for qualifying entities, participation in collective investment funds. | Portefeuillebeheerder-Aandelen | 01-09-2008 |
Eerdere bekende functies van Christine M. Wallace
| Bedrijven | Functie | Einde |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Opleiding van Christine M. Wallace
| Holy Cross College (Indiana) | Undergraduate Degree |
| George Washington University | Masters Business Admin |
Ervaring
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| Bedrijven in privébezit | 2 |
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Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. CCTC primarily provides investment management services to high net-worth individuals, but also offers personal trust services, wealth family services, financial planning services, institutional custody services, and for qualifying entities, participation in collective investment funds. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |