Agent for Trustee

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As a dedicated provider of fiduciary services, Chain Bridge Bank, N.A. makes an ideal administrator for trustees and executors that do not have the capacity to perform back office functions.  The trustee can focus on the big picture and leave the record keeping, trust accounting, investment management, and other day-to-day duties to Chain Bridge Bank, N.A.​ and its dedicated advisors and customized technology built for trust and estate administration.
 
Click here to view the service charge schedule.
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Fiduciary Role

Chain Bridge Bank, N.A. has full fiduciary powers from the Office of the Comptroller of the Currency and is committed to putting the client first and foremost in all trust and wealth services provided.

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Custody

National bank fiduciary custody is the gold standard for the safekeeping of financial assets. Broker-dealers that offer free custody often have the right to use client funds, which poses significant risk in the event of a broker-dealer meltdown. Chain Bridge Bank, N.A, provides segregated custody for all Trust and Wealth Department client assets.

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Wealth App (coming soon)

This Trust & Wealth desktop and mobile app aggregates financial and non-financial assets, including those held at other institutions. The platform provides clients with a continuous view into their net worth and asset valuations.







Investment products and services are:
 

Not a Deposit  ●  Not FDIC Insured  ●  May Lose Value  ●  Not Bank Guaranteed  ●  Not Insured by any Federal Government Agency

Chain Bridge Bank, N.A. offers investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Investment products, including but not limited to, stocks, bonds, mutual funds, and exchange traded funds are: not FDIC-insured; not a deposit or other obligation of, or guaranteed by, Chain Bridge Bank, N.A.; not guaranteed by any Government agency; and subject to investment risks, including possible loss of the principal amount invested.
Chain Bridge Bank, N.A. and employees do not provide tax, legal or accounting advice. Information presented on these web pages is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.












Contact Us Today


Gregory Smolen
Vice President

  

Trust & Wealth

Department Manager
 
703-748-7395

Richard Dunbar
Assistant Vice President
 
  
Trust & Wealth
 
Operations Manager 
 
703-748-3438

Michelle Martinez
Vice President

 
 
 Trust & Wealth
 
Trust Officer
 
703-748-7388



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