Chesapeake Capital Management uses third party money managers to combine knowledge and strengths to maximize client insight and opportunities. We are pleased to announce our partnership with Brookstone Capital Management, one of the fastest growing RIA’s in the country.
Brookstone Capital Management
The Brookstone Mission
We strive to conduct our business according to the highest standards of honesty, integrity, and fairness. Our ultimate goal is to continually maintain that your best interests are the foundation of your financial planning. We do this by attempting to provide a consistent and structured approach to your financial needs that will result in an integrated and customized solution for you.
Our Investment Approach
Dean discusses the RAISE investment process he pioneered to help clients weather all market cylces.
The BCM Team
DEAN ZAYED, JD, LLM, CFP®
Founder of BCM, President & CEO
Dean is the founder and CEO of Brookstone Capital Management LLC (BCM), a SEC RegisteredInvestment Advisor. BCM has forged strategic relationships with independent investment advisors around the country who affiliate with BCM as Investment Advisor Representatives (IARs). In this capacity, the IARs are able to utilize BCM’s vast money management experience and infrastructure. This allows the IARs to provide their clients with BCM’s professionallymanaged portfolios. As an independent firm, BCM is able to utilize the entire universe of investment options and vehicles, to create robust model portfolios that span varying levels of risk. BCM, through its network of IARs, provides comprehensive financial planning including asset allocation, retirement planning, education planning and portfolio management and is committed to offering a one-source solution for the management, growth, and preservation of its clients’ wealth.
Dean received his Bachelor of Arts Degree in Economics from Northwestern University. He completed the Business Institutions Program, the Undergraduate Leadership Program and was a member of Omicron Delta Epsilon Economics Honor Society. Dean received his Juris Doctor degree from Northwestern University School of Law. He received his Masters degree in Taxation (LLM) from Chicago-Kent College of Law. Dean is a Certified Financial Planner (CFP®) and holds the Illinois insurance license for life, health and long-term care.
Recent Achievements and Recognition:
Brookstone is ranked in the Top 50 Fastest-Growing RIAs in Financial Advisor magazine for the last 3 years.
Mark DiOrio, CFA
Chief Investment Officer
Mark DiOrio joined Brookstone as Chief Investment Officer in 2015 and is now the Chief Investment Officer. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an 8 year GIPS® compliant track record. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.
Chesapeake Capital Management knows the importance of having your legal documents coincide with your long term financial plan. We utilize the knowledge and expertise of Perkins & Zayed - Estate and Trust Law Group to help devise your plan.
Perkins & Zayed - Estate and Trust Law Group
It's never too soon - nor too late - to take care of your future.
Whether you're entering adulthood, parenthood, retirement or your elder years, you can do something now to help prepare a secure future for you and your family.
Perkins & Zayed P.C., The Estate and Trust Law Group, established by partners Mark D. Perkins and Dean Zayed, concentrates in Estate Planning, Asset Protection, Wealth Preservation, and Elder Law. Our extensive Estate Planning services include Living Trusts, Dynasty Trusts, IRA Inheritance Trusts®, Special Needs Trusts, Life Insurance Trusts, Wills, Powers of Attorney and Real Estate Closings. Our Elder Law services focus on issues unique to seniors and the disabled including long-term care planning, retirement, guardianship, Social Security and Medicaid.
Mark Perkins
Principal Attorney
Practice Area Overview. Mark Perkins is a Principal of the firm and concentrates his practice in Estate Planning and Elder Law. He uses the most sophisticated techniques in the estate planning field. These techniques include Living Trusts, Dynasty Trusts, IRA Trusts, Medicaid Trusts, Irrevocable Life Insurance Trusts, Minor Trusts, Qualified Personal Residence Trusts, Living Wills, Power of Attorney documents, and Family Limited Partnerships.
Education and Background. Mark received his Bachelor of Science Degree from Elmhurst College with a double major in Urban Studies and Business Administration in 1987. Mark earned his Juris Doctor degree from IIT-Chicago Kent College of Law in 1990.
Work Experience. Mark began his law career practicing corporate litigation for a downtown law firm. He then founded Perkins & Associates, a private law firm concentrating in Estate Planning and Real Estate Law. Mark later became a member of the law firm of Momkus Ozog & McCluskey LLC before forming Perkins & Zayed, P.C. with Dean Zayed in 1999.
Personal. The son of a career military man, Mark lived in Germany for about 10 years, and is fluent in German. He served as an intern minister with the Chicago Church of Christ, a Church in which he and his wife Troy are very active. Mark, Troy and their sons, Kyle, Cole, and Beau reside in Oswego, IL.
Licenses. Mark Perkins is licensed to practice law in the following jurisdictions: Arkansas, D.C., Illinois, Georgia, Kansas, Maryland, Michigan, Missouri, North Dakota, Pennsylvania, Tennessee, Texas, and Wisconsin.