Claire Voorhees

Claire Voorhees

Wealth Management at Chevy Chase Trust Investment Advisors | Washington, District of Columbia, United States

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Work Experience

Chevy Chase Trust

Vice President, Wealth Advisor

2022-02-01 — Present

Saybrook Fund Advisors

Private Equity Consultant

2021-05-01 — 2021-11-01

Wells Fargo Principal Investment Portfolio

Director, Principal Investment Portfolio

2016-07-01 — 2020-08-01

Fundamental Advisors LP

Vice President

2014-01-01 — 2016-06-01

Bank of America

Credit Research, Bank of America Merrill Lynch

2010-07-01 — 2013-12-01

UBS Investment Bank

Investment Banking Summer Associate, Financial Institutions Group

2009-06-01 — 2009-08-01

York Capital Management

Analyst, York Capital Management, New York & Singapore

2005-10-01 — 2008-06-01

Skills

investment management financial planning estate planning ira rollovers philanthropy multi family office services trust & fiduciary services custody taxexempt securities tax planning & guidance

Languages

English