Linda is the President of, and Chief Investment Advisor for, Chesapeake Asset Management Company. She is directly responsible for client relationships and the firm’s investment strategy. A graduate of Florida State University with an MBA from The Harvard Business School, Linda began her career in corporate finance at Frito-Lay and SunTrust but soon found herself intrigued by the complexities of investment decisions and markets. In the mid-1980s, she started a company that developed seminars on investing for women. Subsequently, she began managing portfolios for individuals and non-profits. Prior to starting Chesapeake in 1995, she was a principal at investment management firms in Dallas, Texas, and Washington, D.C.
Kathy is the Portfolio Administrator at Chesapeake Asset Management Company and has been with the firm since 2004. A graduate of the University of South Florida, she is responsible for portfolio accounting and reporting. Kathy’s daily review of portfolio transactions and cash balances ensures that Chesapeake’s client records are accurate and align with the custodian’s accounts. Prior to joining Chesapeake, she worked in the brokerage business.
Systems Management. Integrates, coordinates and manages systems operation, security, policies and technology to ensure appropriate service levels. She began her professional life as a Registered Nurse at the Washington Hospital Center later managing operations at an event planning firm in the DC-metro area.
Kathy is responsible for multifaceted projects at Chesapeake. She has been with Chesapeake since 1996 and was previously the Director of Client Services at the firm. She now works on a project basis. She provides client reporting that requires in-depth knowledge of the firm’s client and portfolio systems and business management. Prior to joining Chesapeake, she worked at an accounting firm as a researcher and liaison for tax-related issues. She attended the University of Pittsburgh.
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