Travis William Lane
Gestionnaire de Portefeuille-Actions chez Berkshire Bank (Private Banking)
Profil
Mr. Travis W.
Lane is a Vice President & Wealth Portfolio Manager at Berkshire Bank.
He is responsible for creating and implementing investment portfolios for individuals, businesses and non-profits.
In addition to his work with the Investment Team, he is also one of the Financial Planners.
He has close to 10 years of experience in creating custom financial plans helping clients reach their financial goals.
Prior to joining the Berkshire Bank Wealth Management Team, he spent the last 7 years as a Financial Advisor at one of the top Registered Investment Advisor (RIA) firms in the Greater Hartford, CT area.
He graduated from Bryant University with a Bachelor’s in Business Administration with a concentration in Finance and Communications.
Postes actifs de Travis William Lane
| 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. | Gestionnaire de Portefeuille-Actions | 01/03/2020 |
Formation de Travis William Lane
| Bryant University | Undergraduate Degree |
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Entreprise privées
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
