Kathryn Hersey, CFA®, Senior Vice President, Director of Wealth Management and Chief Investment Officer
Kathryn Hersey is Senior Vice President, Director of Wealth Management, and 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 Senior Vice President and Senior Portfolio Manager for Cambridge Trust Company in Boston, MA. She has over twenty years of professional experience spanning the private and public sector.
Ms. Hersey earned a Bachelor of Arts in Computer Science and English from Amherst College where she captained the women’s soccer and basketball teams. She earned a Master of Business Administration, summa cum laude, from Babson College’s F.W. Olin Graduate School of Business. She holds the Chartered Financial Analyst® designation. Ms. Hersey is a member of the Boston Security Analysts Society and the CFA Institute. Ms. Hersey is committed to volunteerism, serving as a YMCA of Greater Boston volunteer coach and as a former member of The Philanthropy Connection, a women’s collective giving group. She was inducted into the Westford Academy Athletic Hall of Fame in 2004 and the New England Basketball Hall of Fame in 2009.
Phone: 617.641.9204
Email: [email protected]
Shawn Foley, CFA®, Senior Vice President, Wealth Portfolio Manager
Shawn Foley has over 25 years of experience in the financial services industry, including nearly 20 years in wealth management as a portfolio manager. He previously managed portfolios for Glens Falls National Bank, TD Bank, and The Bank of New York Mellon and has experience managing the accounts of high net-worth individuals, institutions, retirement plans, and non-profit organizations. Shawn began his career as a mutual fund accountant for Prudential Securities and holds a Bachelor’s degree in Accounting from Hofstra University, an MBA in Finance from New York University, and has earned the right to use the CFA designation.
Phone: 413.881.1214
Email:
[email protected]
Derek Hall, Vice President, Wealth Portfolio Manager
Derek Hall serves as Vice President, Portfolio Manager with Berkshire Bank Wealth Management. Derek has been with Berkshire Bank since 2002. Derek is responsible for trading, portfolio management and investment operations. Active in his community, Derek serves on the Hospitality Committee and Children’s Ministries at his local church.
Phone: 413.881.1202
Email:
[email protected]
Karen Heston, CFP®, Vice President, Wealth Portfolio Manager
Karen has extensive experience as an investment specialist and client wealth advisor. As a Vice President, Portfolio Manager at Berkshire Bank, she will apply her expertise in global financial markets and wealth management to help individual and institutional clients achieve their financial goals.
Prior to joining Berkshire Bank, Karen served as a Senior Financial Advisor for Martha’s Vineyard Investment Advisors, LLC. In that role she advised individual clients and island non-profit organizations with respect to investment policy, asset allocation, portfolio risk management, and retirement planning strategies. As a Managing Partner of Sage Capital Management, LLC, Karen worked for over two decades as an investment portfolio manager in Sage’s market-neutral convertible bond strategy. She began her career as an interest rate risk management specialist working on the top trading desks of several NYC money center banking institutions.
Karen received her BA from Middlebury College, Vermont, and MBA from the New York University Stern School of Business. She is also a CFP® professional and works with advisory clients in a fiduciary capacity.
Phone: 802.549.6018
Email:
[email protected]
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.
Phone: 860.298.2055
Email:
[email protected]