Claire Voorhees
Director, Wealth Management at Chevy Chase Trust Investment Advisors
- Role
- Director, Wealth Advisor at Chevy Chase Trust
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Claire Voorhees
As a Wealth Advisor, I provide investment management advice to individuals, families, business owners, non profits, and foundations nationwide. I serve as a trusted advisor in wealth accumulation, financial, tax and estate planning, and liquidity management. I bring to the role 17 years of investment management experience as an analyst with previous positions in hedge funds, private equity, and banking in New York, San Francisco, and Singapore. I have expertise in fixed income and tax-exempt investing. Backed by Chevy Chase Trust’s investment think-thank, trust and estate attorneys, and financial planners, I provide holistic and high-touch service and work closely with my clients to understand their unique needs and design tailored investment strategies to meet those goals. I am originally from DC and obtained my MBA from Dartmouth’s Tuck School of Business and my BA in economics from the University of Virginia.
Experience
Director, Wealth Advisor
Feb 2022 — Present
In her role as Wealth Adviser at Chevy Chase Trust, Claire leads a team of seasoned financial professionals dedicated to providing clients with expert guidance in investment management, financial and liquidity planning, trust administration and philanthropic strategies. She ensures seamless coordination with her clients’ legal, accounting, and other advisors to deliver a comprehensive and customized approach. Claire’s clear communication style instills confidence as she helps clients craft strategies to achieve their unique financial goals. Chevy Chase Trust is in the top decile of global managers in terms of returns and is ranked #10 on Forbes List of Top Investment Advisory Firms and #36 in the country by Barron’s. Chevy Chase Trust is a privately owned investment boutique and think-tank with +$40 billion in assets under management.
Education
The Tuck School of Business at Dartmouth
MBA, Merit Based Scholarship
2008 — 2010
University of Virginia
BA with High Honors and Distinction, Economics
2001 — 2005
Holton-Arms School
Cum Laude and High Honors
2001
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