Tracy Lall - Email & Phone Number

Assistant Vice President - Client Onboarding Manager at Chevy Chase Trust

Tracy Lall is based out of Washington DC-Baltimore Area and works at Chevy Chase Trust as Assistant Vice President - Client Onboarding Manager.

Tracy Lall's Contact Information

Tracy Lall's Work email

t*****@chevyc***.com

Valid

Latest update

October 31, 2025

Location

Washington DC-Baltimore Area

Tracy's current employer

Chevy Chase Trust

Description

Chevy Chase Trust provides individuals, families, foundations, and institutions with an alternative to institutionalized money management.

Website

chevychasetrust.com

HQ Location

Bethesda, Maryland, United States

Number of employees

51-200

Industry

Investment Management

Latest update

May 1, 2024

Read about Chevy Chase Trust

Frequent questions about Tracy Lall

What company is Tracy Lall working for?

Tracy Lall works for Chevy Chase Trust.

What is Tracy Lall's function at Chevy Chase Trust?

Tracy Lall is Assistant Vice President - Client Onboarding Manager at Chevy Chase Trust.

Where is Tracy Lall based?

Tracy Lall is based out of Washington DC-Baltimore Area.

What is Tracy Lall's work email address?

Tracy Lall's professional email address is t*****@chevyc***.com

Who are Tracy Lall's co-workers?

Tracy Lall's colleagues are Jeff Whitaker, Larry Fisher, Melanie Risinger, Sara Proctor, Justin Brandt, David Miller, Blake Morris, Christopher Colunga, Claire Voorhees, Jessica Horner, Dan Ledwith, Colin Wali, Leah Byrne, Svetlana Novikova, Kristen Barstow, Doris Williams, Jason Seney, Josanne Miller, Kristi Henry, Natalie Burch, Zachary Navarro, Sneha Senjalia, Michael Kleinschmidt, Sebastian Fuentes, Stacy Murchison, Deborah Gandy, Anneke Niemira, Marc Wishkoff, Carlton Davis, Frederick Hopkins, Jeffrey Dillman, Paula Landau, Blake Doyle, Philip Caraci, Elizabeth Kearns.

Tracy's co-workers

Jeff Whitaker

President and Chief Executive Officer

Larry Fisher

President - Family Wealth

Melanie Risinger

Vice President, Tax Reporting

Sara Proctor

Assistant Vice President, Senior Designer

Justin Brandt

Assistant Vice President, Senior Trust Officer

David Miller

Vice President and Trust Tax Officer

Blake Morris

Assistant Vice President Internal Audit

Christopher Colunga

Assistant Vice President, Compliance Officer

Claire Voorhees

Vice President, Wealth Advisor

Jessica Horner

VP, Financial Planner

VP Operations Coordinator

Kristen Barstow

Vice President

Doris Williams

Vice President, Client Services

Jason Seney

Vice President, Senior Trust Officer

Josanne Miller

AVP, Compliance Officer

Kristi Henry

Assistant Vice President, Financial Planning Associate

Natalie Burch

Vice President, Internal Audit

Zachary Navarro

Vice President, Thematic Research Analyst

Sneha Senjalia

Vice President - Senior Trust Officer

Senior Managing Director and Chief Marketing Officer

Deborah Gandy

Senior Managing Director

Anneke Niemira

Director, Senior Wealth Planner

Marc Wishkoff

Senior Managing Director, Head of Business Development

Carlton Davis

Director, Fixed Income Portfolio Manager

Frederick Hopkins

Managing Director, Wealth Advisor & Relationship Manager

Jeffrey Dillman

Managing Director, Senior Portfolio Manager

Paula Landau

Managing Director, Wealth Advisor & Relationship Manager

Blake Doyle

Managing Director

Philip Caraci

Associate Director, Institutional Sales and Services

Elizabeth Kearns

Director, Co-Head of Planning Group

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