Firm Overview

Long term Strategic Partners

Chesapeake Asset Management (CAM) is a privately owned investment advisor founded in 1998, serving as a long term strategic partner to individuals, families, small businesses, endowments, and foundations. The firm’s origins trace back to the founders’ longstanding investment leadership of prestigious educational and charitable organizations and their ability to implement that same endowment model of investing for all clients.

CAM’s comprehensive platform offers specialized expertise across a broad range of asset classes, combining direct investing in public markets with capital allocation across a select number of outside managers. CAM’s seasoned team of investment professionals can provide unbiased, highly customized solutions that address each client’s individual needs.

CAM Advisory

CAM Advisory advises family and endowment clients on the creation of customized, multi-asset portfolios with a particular focus on alternative investments.

CAM Wealth

CAM Wealth provides comprehensive financial advisory services to individuals and families, designed to help clients progressively grow assets, diversify holdings, and ensure their legacy for future generations.

Our Heritage

Exceptional Multi-Decade Investment Record

Chesapeake’s involvement in managing multi-asset portfolios goes well beyond the founding of the firm in 1998. During a 50-year career, Chesapeake co-founder Jonathan L. Smith held leadership roles in investment committees for various endowments and foundations, including those of Spelman College, The Fresh Air Fund, Marlboro College, John D. & Catherine T. MacArthur Foundation, Collegiate School, and Oberlin College.

The firm has been an early adopter of alternative investments with a multi-decade investment record and an exceptional roster of managers across a variety of fields. CAM’s investment approach combines direct public investments with capital allocation to outside managers covering a broad range of alternative investments (e.g., hedge funds, private equity, venture capital, real-estate).

Chesapeake’s experienced investment team has been led by CIO Gerasimos Efthimiatos since 2015. He is supported by an investment committee of seasoned professionals with direct portfolio management experience, and an operations team with extensive knowledge servicing both family and institutional accounts.


Leadership Team

Gerasimos Efthimiatos

Managing Partner & CIO

Ryan Berman

Managing Partner – Wealth Management

Alex Goldstein

Vice President – Wealth Management

Iffat Islam

Chief Operations Officer