Role at Chevy Chase Trust
- Title on Schedule A
- Chairman of the Board of Directors and Director
- Control
- Bernard Saul is a control person of Chevy Chase Trust.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Bernard Saul has held the filed role since November 1997.
The firm
Form ADV filed 31 March 2026
Career on record
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Registrations and exams
Individual registration and examination information for Bernard Saul is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Bernard Saul
- CRD
- 1512547
- Record basis
- Form ADV officer listing
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Bernard Saul work?
Bernard Saul has been Chairman of the Board of Directors and Director of Chevy Chase Trust Company since November 1997, and is a control person of the firm.
Leadership at Chevy Chase Trust
- John WhitakerPresident, CEO and Director
- Joel FriedmanChief Financial Officer
- Lynn PanagosChief Operating Officer
- Paul DuncanChief Compliance Officer
- George ClancyDirector
- Gilbert GrosvenorDirector
- Kevin HeilendayGeneral Counsel
- William McSweenyDirector
- Howard PlattsDirector
- Earl PowellDirector
- Patricia SaulVice Chair of the Board of Directors and Director
- Wendelin WhiteDirector