Kathryn L. Hersey

Chief Investment Officer at Berkshire Bank (Private Banking)

Finance

Consumer Services

Profile

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.

Kathryn L. Hersey active positions

Companies	Position	Start
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.	Chief Investment Officer	2019-08-31

All active positions of Kathryn L. Hersey

Former positions of Kathryn L. Hersey

Companies	Position	End
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.	Portfolio Manager-Equities	2019-08-31

See the detail of Kathryn L. Hersey's experience

Training of Kathryn L. Hersey

Amherst College	Undergraduate Degree
F.W. Olin Graduate School of Business	Masters Business Admin

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Linked companies

Private companies	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