Center for Women, Wellness & Wealth

Berkshire Bank’s Center for Women, Wellness and Wealth (CWWW) encourages active participation in financial decision-making, offering education, tools, and solutions for long-term financial wellness.  Join our supportive community for resources, education and engagement to accelerate, sustain and protect your holistic wealth and well-being. 

2022 CWWW launch celebration at Tanglewood in Lenox, Massachusetts

The CWWW lifts up women through community collaborations, informative Speaker Series and Signature Events, to understand personal finances, gain confidence about money, access resources and develop active plans for a promising future.  

“We provide differentiated programs to help to inspire change in the wealth management industry,” shared Berkshire Bank’s Wealth Management, Managing Director and Chief Investment Officer, Kate Hersey. 

* Women as the next wave of growth in U.S. wealth management | McKinsey
** Financial Worries: Views of Adults Ages 50+ |

Discover how you can get involved and learn more: 

  • Sign up to receive future event information and our newsletter by sending an email to [email protected] 
  • Connect with our expert advisors. We specialize in customized investment portfolios tailored to your objectives, values, and risk tolerance. Our holistic planning improves your overall financial wellness. Our offering include: 
    • Longevity planning 
    • Customized investment portfolios and Socially Responsible solutions 
    • Advisement throughout adverse life events such as death of a partner or divorce 
    • Estate planning and Trust administration to ensure your family receives the care you intend. 
    • Gifting strategies to achieve your philanthropic goals. 
    • Capital raising and succession planning. 

We are looking to understand your goals and your financial needs.  By doing so, we can create customized solutions to support your long-term financial success.  We welcome you to reach out to one of our managers who will provide you with information on the services offered by Berkshire Bank Wealth Management and how we can best support your financial well-being.

Kathryn Hersey, SVP, Director of Wealth Managementand Chief Investment Officer
[email protected]; 617.641.9204

Karen Heston, VP, Portfolio Manager
[email protected]; 802.549.6018

Banking products are provided by Berkshire Bank: Member FDIC.

The Center for Women, Wellness and Wealth is a Berkshire Bank initiative that will offer client-focused events on wellness and financial planning, and will partner with community organizations and specialized experts to build greater financial stability and opportunity for women and their communities. Investment products are NOT FDIC-INSURED, are NOT A BANK DEPOSIT, NOT GUARANTEED BY THE BANK, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY and MAY LOSE VALUE.