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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

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.

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 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.

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 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.

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