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3 advisors near New York, NY
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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.
Ryan B
Series 66
New York, NY
Chesapeake Asset Management LLC
Ryan Berman is a financial advisor at Chesapeake Asset Management LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Chesapeake since 2022. His prior experience includes roles at Cherry Lane Capital LLC and Morgan Stanley. Chesapeake Asset Management is an SEC-registered investment adviser serving individuals, families, retirement accounts, corporations, and pooled investment vehicles. The firm offers discretionary public-markets portfolio management and customized global multi-asset class portfolios, and it acts as investment manager and general partner for private pooled vehicles.
Theodore G
Series 63, Series 65
New York, NY
Chesapeake Asset Management LLC
Theodore Goneos is a financial advisor at Chesapeake Asset Management LLC in New York, NY, holding Series 63 and Series 65 licenses. He has over two decades of experience, having worked at Endevon Capital, LLC from 2001 to 2024 before joining Chesapeake in 2024. He has also served as managing member of two business consulting firms, Endevon Capital, LLC and Fincco, LLC, though these activities are currently inactive. 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 employs a mix of fundamental and technical analysis to build client-specific, multi-asset portfolios and acts as investment manager and general partner for private pooled vehicles, distinguishing itself through its role as a private fund adviser and fund sponsor.
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3 advisors near New York, NY
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