Claire Virginia Voorhees

Employer firm

Chevy Chase Trust Company CRD 110742

$44.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 09/2020
  Wells Fargo
  San Francisco, CA
• 10/2020 → 06/2021
  N/A
  Chevy Chase, MD
• 07/2021 → 10/2021
  Saybrook Fund Advisors
  Santa Monica, CA
• 11/2021 → 01/2022
  N/A
  Washington, DC
• 02/2022 → Present
  Chevy Chase Trust Company
  Bethesda, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-29
• S63 Uniform Securities Agent State Law Examination
  2010-09-29

Other Names

• Claire V Voorhees