Kathryn L. Hersey
Directeur en chef des Investissements chez Berkshire Bank (Private Banking)
Profil
Ms. Kathryn L.
Hersey, CFA MBA, is a Senior Vice President, Director of Wealth Management, & Chief Investment Officer at Berkshire Bank.
Ms. Hersey is responsible for providing leadership in all aspects of Wealth Management, including client relationship management, financial planning, investment management, trust and estate administration, operations, and business development.
Prior to joining Berkshire Bank, Ms. Hersey was SVP, Senior Portfolio Manager for Cambridge Trust Company.
Ms. Hersey earned a Bachelor of Arts from Amherst College and a Master of Business Administration from Babson College’s F.W.
Olin Graduate School of Business.
She holds the Chartered Financial Analyst designation.
Postes actifs de Kathryn L. Hersey
| Sociétés | Poste | Début |
|---|---|---|
Berkshire Bank (Private Banking)
 Berkshire Bank (Private Banking) Investment ManagersFinance Berkshire Bank (Private Banking) (Berkshire Bank-PB) is the private banking division of Berkshire Bank, itself a subsidiary of Berkshire Hills Bancorp, Inc. (NYSE: BHLB). The firm is headquartered in Pittsfield, Massachusetts with offices in Connecticut, Vermont, Pennsylvania, New York, New Jersey and Rhode Island. Founded in 1846, Berkshire Bank-PB provides various private banking solutions to wealthy clients. | Directeur en chef des Investissements | 01/09/2019 |
Anciens postes connus de Kathryn L. Hersey
| Sociétés | Poste | Fin |
|---|---|---|
Cambridge Trust Co. (Investment Management)
 Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits. | Gestionnaire de Portefeuille-Actions | 01/09/2019 |
Formation de Kathryn L. Hersey
| Amherst College | Undergraduate Degree |
| F.W. Olin Graduate School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Cambridge Trust Co. (Investment Management)
Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits. | Finance |
Berkshire Bank (Private Banking)
Berkshire Bank (Private Banking) Investment ManagersFinance Berkshire Bank (Private Banking) (Berkshire Bank-PB) is the private banking division of Berkshire Bank, itself a subsidiary of Berkshire Hills Bancorp, Inc. (NYSE: BHLB). The firm is headquartered in Pittsfield, Massachusetts with offices in Connecticut, Vermont, Pennsylvania, New York, New Jersey and Rhode Island. Founded in 1846, Berkshire Bank-PB provides various private banking solutions to wealthy clients. | Finance |
