05-05-2025
- Business
- Business Journals
Jackie Fontana CFP®, CDFA®
Wealth Management | New Hire
Jackie Fontana CFP®, CDFA® Hired at Chevy Chase Trust
Chevy Chase Trust welcomes Jackie Fontana as Director, Wealth Advisor & Relationship Manager. As a Certified Financial Planner™ & Certified Divorce Financial Analyst, she advises clients on investment management, trust administration, estate & financial planning. Prior to joining the firm, she was a portfolio manager at a Bethesda-based firm & held roles at Sanford Bernstein & Deutsche Bank in Los Angeles. Jackie earned a B.A. in History from UC Davis & an M.A. in International Affairs from AU.
