Thomas Barney, CFP®, Senior Vice President, Wealth Management Administration
Tom Barney has over 35 years of experience as a wealth advisor. Tom is responsible for leading the Wealth Advisor team and working with many clients to help them achieve their financial goals. Tom has held the CFP® designation for over 20 years. His prior experience includes tenures at Fleet Bank, Bank of Boston’s Private Bank, Michigan Avenue Financial Group in Chicago and most recently with a private, professional trustee in Springfield. Tom attended Monmouth College and Loyola University of Chicago and is a graduate of the National Trust School and Trust Management Schools at Northwestern University. Tom is past president of the Estate Planning Council of Hampden County and is currently a board member for the Berkshire Bank Foundation.
Holly Kresiak, First Vice President, Wealth Advisor
Holly serves as a First Vice President and Wealth Advisor with Berkshire Bank Wealth Management. She has been in the financial services industry for over 20 years. Holly is responsible for the administration of revocable and irrevocable trusts, IRAs, investment management accounts, as well as developing and maintaining client relationships. Holly holds a B.S. from Bay Path College, is a graduate of Cannon Financial Institute’s Trust School, and earned a Customer Service Certificate from the American Banking Institute of Southern New England. Holly is an active participant with Berkshire Bank’s Foundation and volunteer program.
Stephen Augstell, CFP®, Vice President, Senior Financial Planner/Wealth Advisor
Stephen Augstell has over 25 years of experience in the financial planning industry working closely with clients, communicating complex planning concepts in simple terms. Stephen is also an Adjunct Professor at Siena College and he has been with the college for the past ten years. Stephen holds a B.S. in Finance from LeMoyne College in Syracuse, NY. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and received a Master’s of Science with Honors in Financial Planning from the College for Financial Planning.
John Chandler, JD, CTFA, Vice President, Wealth Advisor
John Chandler is a Vice President, Wealth Advisor at Berkshire Bank. John is responsible for administering client relationships, with a primary focus on trusts and estates. John has over 20 years of experience in the financial industry. John holds a JD/MBA from Albany Law School/ Union University, is an attorney admitted in both NY and CT, and is a designated Certified Trust and Financial Advisor (CTFA). John serves on his local Board of Education and is regularly involved in Berkshire Bank volunteer events.
Tanya Haas, CTFA, Vice President, Wealth Advisor
Tanya Haas is Vice President, Wealth Advisor at Berkshire Bank. Tanya is responsible for trust and estate administration along with client relationship development and retention. Tanya’s professional career has always been within the financial industry, with much of that time at Berkshire Bank. Tanya earned a Liberal Arts Degree in Business Careers with Banking from Berkshire Community College and she holds a Certified Trust and Financial Advisor designation from American Bankers Association. Tanya is the Treasurer for the Kindness Is Foundation, serves on the Investment Committee for Berkshire Place, volunteers and is on the advisory board for the Money Management Program with Elder Services of Berkshire County and is Wish Granter for Make a Wish Northeast NY.
Travis Lane, CSRIC™, Vice President, Wealth Portfolio Manager
Travis Lane is Vice President, Portfolio Manager at Berkshire Bank. Travis is responsible for creating and implementing investment portfolios for individuals, businesses and non-profits. In addition to his work with the Investment team, Travis is also one of our Financial Planners. Travis has close to 10 years of experience in creating custom financial plans helping clients reach their financial goals. Travis recently obtained his Chartered SRI Counselor™, which focuses on the history and implementation of SRI (Socially Responsible Investing) strategies. Travis graduated from Bryant University with a Bachelor’s in Business Administration. Prior to joining the Berkshire Bank Wealth Management Team, Travis 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.
Tammy Zaiko, CFP®, Vice President, Wealth Business Development
Tammy Zaiko is a Vice President of Wealth Management and is responsible for developing new business and maintaining existing relationships. Tammy has been in Wealth Management for over 30 years and spent the last two decades starting, growing, and nurturing a trust division for another community bank. Tammy joined Berkshire Bank in 2018 and earned her CFP destination in 1992.
Brenda Bailly, Assistant Vice President, Wealth Advisor
Brenda Bailly serves as Assistant Vice President/Wealth Advisor with Berkshire Bank Wealth Management. Brenda has worked in the financial industry for over 20 years, with over 15 of those spent in Berkshire Bank’s Wealth Management’s Department. Brenda is responsible for the day-to-day administration of the retirement program, assisting in the daily operations of the department as well as maintaining client relationships.
Emily Kuss, Trust and Estate Paralegal and Administrative Assistant
Emily Kuss is a Trust and Estate Paralegal at Berkshire Bank. In this role, Emily assists with the administration of trust and estates and provides administrative support to the Wealth Advisor team. Emily has experience in real estate, estate planning, and legal assistance services. She earned a B.S. in Business, Management, and Economics from SUNY Empire State College, completed Paralegal training through The Air Force Judge Advocate General’s School, and is working towards completing a Certified Trust and Financial Advisor designation from the American Bankers Association.