Chesapeake Investment Management LLC

Barbara Frank is a financial advisor with Chesapeake Investment Management LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has worked at Chesapeake since 2010 and previously spent time at Piedmont Investment Advisors and Lara, Shull & May. Outside of her advisory role, she is the proprietor of Mount Zion Farm LLC, involved in farming and grazing materials activities. Chesapeake Investment Management provides fee-based asset management and consulting primarily to high-net-worth individuals, trusts, foundations, not-for-profit associations, corporations, and retirement plans. The firm employs individualized discretionary portfolio management with portfolios concentrated in individual equity and fixed-income securities, maintaining a low turnover approach.

Scott Beck is a financial advisor with Chesapeake Investment Management LLC in McLean, VA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Chesapeake Investment Management since 2002. In addition to his advisory role, Beck serves as a principal at Washington Financial Planners, LLC, a financial planning company separate from his investment advisory work. Chesapeake Investment Management provides fee-based asset management and consulting services primarily to high-net-worth individuals, trusts, foundations, and institutional clients. The firm emphasizes individualized, discretionary portfolio management focused on individual equity and fixed-income securities, with a client onboarding process that includes in-depth interviews and ongoing portfolio review.

Wesley Reed is a Series 65-licensed financial advisor with two years of industry experience. He currently works at Chesapeake Investment Management LLC and has prior experience at Hanover Company and Florida Financial Advisors. Before entering financial services, Reed worked at Wintergreen Ski Resort and the YMCA. Chesapeake Investment Management provides fee-based asset management and consulting primarily to high-net-worth individuals, trusts, foundations, not-for-profits, corporations, and retirement plans. The firm emphasizes individualized, discretionary portfolio management with portfolios focused on individual equities and fixed income, serving roughly 400 client accounts with approximately $200–210 million in assets under management.

Eugene Sarrge is a financial advisor at Chesapeake Investment Management LLC with 24 years of industry experience. He holds a Series 65 credential and has been with Chesapeake since 2005. Outside of his advisory role, he is also a principal at Washington Financial Planners, LLC, a financial planning company. Chesapeake Investment Management provides fee-based asset management and consulting services primarily to high-net-worth individuals, trusts, foundations, and institutional clients. The firm employs individualized discretionary portfolio management focused on equity and fixed-income securities with low turnover, and it does not provide custody or firm-level financial planning.

Maureen Bigger is a CFP® and holds a Series 66 license, with 24 years of experience in the financial industry. She has been with Chesapeake Investment Management LLC since 2007 and also serves as CEO and President of Bigger & Company, LLC, an insurance firm she has led since 2005. Additionally, she is involved in retirement education through Novustar, LLC. Chesapeake Investment Management provides fee-based, discretionary asset management and consulting services primarily for high-net-worth individuals and institutions. The firm focuses on customized portfolios with a mix of individual equities and fixed income, applying a variety of analytical methods and maintaining regular client communication and reporting.

John Edwards is a CFA® charterholder with 22 years of industry experience. He has been with Chesapeake Investment Management LLC since 2012. Chesapeake Investment Management provides fee-based, discretionary asset management and consulting services primarily for high-net-worth individuals, trusts, foundations, nonprofit organizations, corporations, and retirement plans. The firm focuses on customized portfolios emphasizing individual equities and fixed income, using a range of analytical methods and maintaining a client-specific investment approach.

Maedi Carney is a CFP® professional with 21 years of industry experience, currently serving at Chesapeake Investment Management LLC. She has been president of M&L Special Needs Planning LLC since 2009, providing non-investment related financial planning services. Chesapeake Investment Management offers fee-based, discretionary asset management and consulting primarily for high-net-worth individuals, trusts, foundations, nonprofit organizations, corporations, and retirement plans. The firm emphasizes customized investment policies and individualized portfolios, using a combination of fundamental, technical, cyclical, and quantitative analysis.