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.
Anciens postes connus de Kathryn L. Hersey
| Sociétés | Poste | Fin |
|---|---|---|
Berkshire Bank (Private Banking)
Berkshire Bank (Private Banking) Investment ManagersFinance Beacon Bank-PB delivers proprietary investment management strategies designed to meet the objectives and risk tolerances of their clients. | Directeur en chef des Investissements | 01/09/2025 |
Cambridge Trust Co. (Investment Management)
Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust-IM is an active asset manager that provides comprehensive approach to asset allocation helps generate attractive risk-adjusted returns over the long term while capitalizing on short- to mid-term opportunities by overweighting/underweighting individual securities, industry sectors or geographic regions. Clients benefit from flexible and objective approach to portfolio construction and global diversification with access to a broad range of investment strategies across a variety of combinations of individual securities, specialized mutual funds and sector ETFs. | Gestionnaire de Portefeuille-Actions | 01/09/2019 |
Formation de Kathryn L. Hersey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Amherst College
Amherst College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Berkshire Bank (Private Banking)
Berkshire Bank (Private Banking) Investment ManagersFinance Beacon Bank-PB delivers proprietary investment management strategies designed to meet the objectives and risk tolerances of their clients. | Finance |
F.W. Olin Graduate School of Business
F.W. Olin Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cambridge Trust Co. (Investment Management)
Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust-IM is an active asset manager that provides comprehensive approach to asset allocation helps generate attractive risk-adjusted returns over the long term while capitalizing on short- to mid-term opportunities by overweighting/underweighting individual securities, industry sectors or geographic regions. Clients benefit from flexible and objective approach to portfolio construction and global diversification with access to a broad range of investment strategies across a variety of combinations of individual securities, specialized mutual funds and sector ETFs. | Finance |
















