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Gerasimos E

Series 65

New York, NY

Chesapeake Asset Management LLC

Gerasimos Efthimiatos is a financial advisor at Chesapeake Asset Management LLC with three years of industry experience. He holds a Series 65 designation and has been with Chesapeake since 2014. He also serves as the managing member of CAM Global GP LLC. Chesapeake Asset Management is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals, families, retirement accounts, corporations, foundations, and pooled investment vehicles. The firm offers discretionary public-markets portfolio management and customized global multi-asset class portfolios, acting as investment manager and general partner for private pooled vehicles.

Passive / index investing Active portfolio management Concentrated stock management Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive
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Ryan B

Series 66

New York, NY

Chesapeake Asset Management LLC

Ryan Berman is a financial advisor with Chesapeake Asset Management LLC in New York, NY, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cherry Lane Capital LLC and Morgan Stanley, where he worked in private banking and advisory capacities. Chesapeake Asset Management provides wealth management and investment advisory services to individuals, families, family offices, endowments, foundations, and other registered investment advisers. The firm’s approach includes fundamental analysis-driven public markets investing and non-discretionary advisory support for alternative investments, with a unique structure involving direct investment management and performance-based compensation arrangements.

Passive / index investing Active portfolio management Concentrated stock management Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive
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Theodore G

Series 63, Series 65

New York, NY

Chesapeake Asset Management LLC

Theodore Goneos is an advisor at Chesapeake Asset Management LLC with Series 63 and Series 65 credentials. He has over 20 years of industry experience, including 23 years at Endevon Capital, LLC, where he was managing member of two business consulting entities. He currently serves as trustee of a private trust associated with Endevon Capital. Chesapeake Asset Management provides wealth management and investment advisory services to individuals, families, family offices, endowments, foundations, and other registered investment advisers. The firm offers discretionary portfolio management and financial planning through its Private Wealth Division, as well as non-discretionary advisory and operational support for alternative investments via its Alternatives Advisory Group.

Passive / index investing Active portfolio management Concentrated stock management Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive
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