Advisor at Chesapeake Investment Management LLC
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Firm
Chesapeake Investment Management LLC
Location
Mclean, VA 22102
Credentials
Series 65
Industry experience
1 year
Wesley Reed is a financial advisor at Chesapeake Investment Management LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Hanover Company and Florida Financial Advisors. Prior to his financial career, he spent five years working at Wintergreen Ski Resort and four years with the YMCA. Chesapeake Investment Management provides fee-based, discretionary asset management and consulting services to high-net-worth individuals, trusts, foundations, nonprofit and charitable organizations, corporations, and retirement plans. The firm focuses on customized investment strategies using primarily individual equities and fixed income, employing a combination of fundamental, technical, cyclical, and quantitative analysis.
Consulting fees charged on a case-by-case basis
$0 - $2,000,000: 1.0% $2,000,001 - $4,000,000: 0.80% $4,000,001+: 0.60%
Account minimum: $250,000 Minimum fee: $1,000 minimum annual fee
1501 Farm Credit Dr., Suite 2450
Mclean, VA 22102
District of Columbia · Maryland · Virginia
Chesapeake Investment Management LLC
2025 - Present (1 year)
Hanover Company
2024 - 2025 (1 year)
Florida Financial Advisors DBA Tristate Financial Advisors
2024 - 2024 (1 year)
Hanover Company
2022 - 2024 (2 years)
Wintergreen Ski Resort
2017 - 2022 (5 years)
Ymca
2013 - 2017 (4 years)
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Is active or affiliated with:
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Lawyer
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Real estate agent
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Other specialized services
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David N. Hainsworth, C.P.A., P.C.
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