Jeff Dillman

Gestionnaire de Portefeuille-Actions chez

Chevy Chase Trust Co.

Finance

Consumer Services

Profil

Mr. Jeffrey C.
Dillman, CFA, is a Managing Director & Senior Portfolio Manager at Chevy Chase Trust Co. He manages high net worth and institutional client portfolios and shares responsibility for the development and oversight of investment strategy and process.
He has over 35 years of financial services experience, more than 30 years as a Portfolio Manager and Wealth Advisor.
Prior to joining Chevy Chase Trust, he was a Managing Director, Portfolio Manager and Relationship Manager with Atlantic Trust in Washington, D.C.
Before that, Mr. Dillman was with Bessemer Trust as a Relationship Manager, BNY Mellon as a Team Leader, U.S.
Trust as a Portfolio Manager and the Senior Investment Officer for the D.C.
office, and Radnor Capital Management as a Portfolio Manager/Analyst.
Mr. Dillman is a graduate of Duke University and is a CFA charter holder.

Postes actifs de Jeff Dillman

Sociétés	Poste	Début
Chevy Chase Trust Co. Chevy Chase Trust Co. Investment ManagersFinance CCTC seeks to generate attractive returns relative to appropriate benchmarks over a full market and business cycle. The firm employs conventional methods of selecting securities including fundamental research, technical analysis and cyclical timing. They do not focus on the typical categorizations of value/growth, small/mid/large capitalization, and domestic/international. Instead, CCTC diversifies portfolios by concentrating on sectors and their underlying industries.	Gestionnaire de Portefeuille-Actions	01/03/2013

Tous les postes actifs de Jeff Dillman

Anciens postes connus de Jeff Dillman

Sociétés	Poste	Fin
The Bank of New York Mellon Corp. (Wealth Management) The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments.	Corporate Officer/Principal	-
Radnor Capital Management LLC Radnor Capital Management LLC Investment ManagersFinance RCM generally manages client portfolios based upon two general categories: an equity only small-mid cap program, and customized high net worth portfolios. In equities, the firm invests primarily in domestic equities; however, they may use American Depository Receipts from time to time. Their investment approach to equity selection is bottom-up. RCM strives to be a value-added alternative to benchmark/indexing style investing. High net worth customized portfolios are generally comprised of a mix of equity and fixed income securities, but other investment vehicles may be used based upon a client’s circumstances. While any size company is possible, most equities in the customized portfolios are likely to be larger cap equities, with a bias toward both valuation and income generation through dividends.	Corporate Officer/Principal	-
Bessemer Trust Co., NA Bessemer Trust Co., NA Major BanksFinance Operates as a nationally chartered commercial bank	Corporate Officer/Principal	-
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Corporate Officer/Principal	-
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Sales & Marketing	-

Voir l'expérience en détail de Jeff Dillman

Formation de Jeff Dillman

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Jeff Dillman

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	7
Bessemer Trust Co., NA Bessemer Trust Co., NA Major BanksFinance Operates as a nationally chartered commercial bank	Finance
The Bank of New York Mellon Corp. (Wealth Management) The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments.	Finance
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Finance
Chevy Chase Trust Co. Chevy Chase Trust Co. Investment ManagersFinance CCTC seeks to generate attractive returns relative to appropriate benchmarks over a full market and business cycle. The firm employs conventional methods of selecting securities including fundamental research, technical analysis and cyclical timing. They do not focus on the typical categorizations of value/growth, small/mid/large capitalization, and domestic/international. Instead, CCTC diversifies portfolios by concentrating on sectors and their underlying industries.	Finance
Duke University Duke University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Finance
Radnor Capital Management LLC Radnor Capital Management LLC Investment ManagersFinance RCM generally manages client portfolios based upon two general categories: an equity only small-mid cap program, and customized high net worth portfolios. In equities, the firm invests primarily in domestic equities; however, they may use American Depository Receipts from time to time. Their investment approach to equity selection is bottom-up. RCM strives to be a value-added alternative to benchmark/indexing style investing. High net worth customized portfolios are generally comprised of a mix of equity and fixed income securities, but other investment vehicles may be used based upon a client’s circumstances. While any size company is possible, most equities in the customized portfolios are likely to be larger cap equities, with a bias toward both valuation and income generation through dividends.	Finance