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Podcast: Registered Investment Advisor Podcast
Episode: From Hedge Fund to Multi-Family Office
Description: If building and preserving wealth feels overwhelming, these insights are designed for ultra-high-net-worth families and corporate executives like you.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Gerasimos Efthimiatos, CEO of Chesapeake Asset Management, who shares his extensive experience in managing multi-asset portfolios for high-net-worth individuals and families. After 18 years in the hedge fund industry, Gerasimos now leads an innovative wealth management firm that focuses on both traditional securities and alternative investments. From offering customized wealth solutions for corporate executives to using strategic tax-aware investment strategies, Gerasimos and his...