Profiel
Mr. Andrew R.
Marshall, CFA, is a Vice President at Chevy Chase Trust Co. He is an equity portfolio manager and macroeconomic research analyst at Chevy Chase Trust.
He co-chairs weekly macroeconomic strategy and review meetings.
Prior to joining Chevy Chase Trust, he was Director of Trading at Freed Advisors, and before that, a portfolio manager at an advisory firm in Northern Virginia.
He graduated from Franklin and Marshall College.
He is a CFA charterholder.
Eerdere bekende functies van Andrew Reding Marshall
| Bedrijven | Functie | Einde |
|---|---|---|
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, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Analyst-Equity | 01-11-2021 |
| Freed Advisors | Corporate Officer/Principal | 02-01-2014 |
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Andrew Reding Marshall
| Franklin & Marshall College | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
|---|---|
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, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Finance |
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Finance |
| Freed Advisors | Finance |
