Boston – Berkshire Bank
, a leading, socially responsible community bank with financial centers in New England and New York, welcomes Lewis Mai, John Muse, Rebecca Rubino, and Andrew Prancl to the Wealth Management team. With more than 70 years combined experience, these four investment and wealth advisors join Berkshire’s current team in providing exceptional financial guidance and strategies, portfolio management, financial planning, and fiduciary services.
“Berkshire Bank Wealth Management delivers comprehensive investment and planning services to meet clients’ unique needs and objectives,” stated Kathryn Hersey, CFA®, managing director and chief investment officer of Wealth Management. She continued, “Berkshire’s commitment to providing specialized and trusted advisement to our clients differentiates us in the marketplace. The hiring of these four individuals brings further value to our clients across critical areas such as succession planning, financial planning, trust & fiduciary services, and fixed income & market research. We welcome Lewis, John, Rebecca, and Andrew as highly skilled and experienced professionals to our team.”
Lewis G. Mai, CFP®, APMA®, investment advisor and financial planner
Mai is responsible for working with clients to help them build, preserve, and transition generational wealth through comprehensive goals based financial planning. He is based in the Rhode Island market.
He brings over 10 years of experience in the financial services industry. Prior to joining Berkshire, he was an advanced planning associate at First Republic Bank where he worked with high-net-worth investors with a focus in cash flows and estate planning.
Mai is a graduate of Roger Williams University with a major in Finance. He also earned several certifications, including Certified Financial Planner (CFP®) and accredited portfolio management advisor (APMA®) designations.
John Muse, CFP®, vice president, investment advisor & financial planner
Muse has over 35 years of experience in the financial services industry, including 25 years of working with clients and families in providing goals-based wealth planning advice and solutions. As a trusted advisor, he has a deep understanding of global financial markets and understands the importance of examining the complex interrelationships of family wealth. He is based in the Boston market.
Prior to joining Berkshire Bank, he was a wealth advisor at Minot Wealth, an executive director at J.P. Morgan’s Private Bank and a senior vice president at Merrill Lynch. He is a graduate of Amherst College and a Certified Financial Planner (CFP®). Muse is a board member for Hope House Boston and a volunteer coach of youth hockey and baseball.
Rebecca Rubino, vice president, wealth advisor
Rubino is responsible for trust and estate administration and client relationship management. She provides fiduciary and administrative oversight for individuals, families, private and corporate foundations, and nonprofit organizations. Rubino has eight years of financial industry experience. She is based in the Hartford, CT market.
Prior to joining Berkshire Bank, Rubino was a philanthropic officer at Bank of America Private Bank where she worked closely with foundations and nonprofit organizations to provide oversight and financial expertise. She previously also served as a trust senior associate supporting high-net-worth individuals and families in administration of personal trust and executing estate plans.
She earned her undergraduate degree in Business Management and an MBA with a concentration in Finance from Central Connecticut State University. She is currently pursuing the certified trust and fiduciary advisor designation from the American Bankers Association.
Andrew Prancl, vice president, wealth portfolio manager
Prancl has over 25 years of experience in the financial services industry in investment management, strategic asset allocation, portfolio construction and global financial markets. He is based in the Albany, NY market.
Prior to joining Berkshire Bank, Prancl was vice president at Goldman Sachs Ayco Personal Financial Management. He served in a variety of roles in fixed-income portfolio management, trading, and market strategy. In addition, he held positions as senior trader for managed account services and as a client relations officer. Early in his career, Prancl was a financial consultant with Merrill Lynch and a marketing representative with American International Group.
He received his MBA from the University at Albany, and Bachelor of Science in finance from Siena College. He actively volunteers as a youth baseball coach, a CYO basketball volunteer, and has served on the board of directors for Guilderland Youth Baseball for the past nine years.
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About Berkshire Bank
Berkshire Bank, founded in 1846, is becoming a high-performing, leading, socially responsible community bank. It empowers the financial potential of its stakeholders by making banking available where, when and how it’s needed through an uncompromising focus on exceptional customer service, digital banking, and positive community impact. Providing a wide range of financial solutions through its consumer banking, commercial banking and wealth management divisions, the bank has approximately $12.1 billion in assets and a community-based footprint of 100 financial centers in Massachusetts, New York, Vermont, Connecticut and Rhode Island. Headquartered in Boston, Berkshire Hills Bancorp (NYSE: BHLB) is the parent of Berkshire Bank. Named one of America’s Most Trusted Companies by Newsweek and America’s Best Midsize Employers by Forbes, Berkshire is also listed in the Bloomberg Gender-Equality Index and a Best Place to Work for LGBTQ+ Equality. To learn more, visit www.berkshirebank.com or follow us on Facebook, Twitter, Instagram, and LinkedIn.
Alicia Jacobs, AVP, Public Relations Officer,