Trust & Wealth

Chain Bridge Bank, N.A. provides trust, wealth management, estate administration, asset custody, IRA and other fiduciary services to both individuals and organizations nationwide.  Chain Bridge’s investment philosophy is to seek the broadest possible diversification at the lowest possible cost. Chain Bridge’s team of trust and investment specialists provide attentive personal service and customized advice to help preserve, protect, grow and distribute your long-term financial and charitable assets in accordance with your family’s objectives.
The Trust & Wealth Department provides a full range of trustee, wealth management, and private banking services. Clients and beneficiaries will always know who to call, with officers dedicated to wealth planning and an account administrator assigned to each relationship.

All assets are held in a segregated account off the balance sheet of Chain Bridge Bank, N.A. 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 comingle and use client funds, which can pose risk in the event of the broker-dealer insolvency.

Chain Bridge Bank, N.A. Trust & Wealth is the destination for business owners, families, and nonprofits to optimize their financial affairs for the long term.

Explore our Trust & Wealth services
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.

Gregory Smolen
Senior Vice President

Trust & Wealth
Department Manager

Richard Dunbar
Assistant Vice President
Trust & Wealth
Operations Manager 

Michelle Martinez
Vice President

Trust & Wealth
 Trust Officer

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