Wealth Management Team

Meet the people who can help get you where you want to be.

We're good at getting people pointed in the right direction.

Think of the path to financial success as a long and winding road. You might be able to navigate it on your own. But it sure helps if someone riding right beside you has been down it before and knows all about the twists and turns. Think of our Wealth Management Team the same way. These experienced advisors have long years of experience helping people just like you reach their financial goals.

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: khersey@berkshirebank.com

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.

Phone: 413.881.1211
Email: tbarney@berkshirebank.com

Elizabeth Gore, Senior Vice President, Wealth Management Operations

Elizabeth Gore oversees all aspects of operations for Berkshire Bank Wealth Management, bringing more than 35 years of banking experience, with over 30 years in Wealth Management Operations & Compliance. Elizabeth also works closely with clients on a daily basis. Elizabeth is responsible for assisting auditors and coordinating vendor responsibilities including the department’s trust accounting system. Elizabeth is a graduate of New England School of Banking at Williams College with a degree in Trust Banking.

Phone: 413.881.1209
Email: egore@berkshirebank.com

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: khersey@berkshirebank.com

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: sfoley@berkshirebank.com

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: dhall@berkshirebank.com

Charlotte Irwin, Vice President, Wealth Portfolio Manager

Charlotte Irwin is Vice President, Portfolio Manager at Berkshire Bank. Charlotte is responsible for investment research and content, as well as portfolio management for client accounts. Charlotte has previous experience in research and trading roles with State Street Global Advisors and Fidelity Investments. Charlotte earned a B.A. in International Economics from Franklin University Switzerland and a M.Sc. in International Business from HULT International Business School.

Phone: 617.641.9232
Email: cirwin@berkshirebank.com

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: tlane@berkshirebank.com

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.

Phone: 413.881.1211
Email: tbarney@berkshirebank.com

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.

Phone: 413.523.7922
Email: hkresiak@berkshirebank.com

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.

Phone: 518.729.1449
Email: saugstell@berkshirebank.com

John Chandler, JD, CTFA, Vice President, Wealth Advisor, Senior Fiduciary Officer

John Chandler is a Vice President, Wealth Advisor, Senior Fiduciary Officer 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.

Phone: 413.770.2382
Email: jchandler@berkshirebank.com

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.

Phone: 413.881.1207
Email: thaas@berkshirebank.com

Connor Washburn, Associate Wealth Advisor & Trust Admin

Connor Washburn is an Associate Wealth Advisor and Trust Administrator at Berkshire Bank Wealth Management. He is responsible for assisting multiple teams including advisors, portfolio managers, and operations in order to execute client needs and strengthen new and existing client relationships. Connor has professional experience as an intern at Berkshire Bank, as well as Pittsfield Cooperative Bank. He earned a Bachelor of Business Administration with a concentration in finance and minor in economics from the Isenberg School of Management at the University of Massachusetts Amherst. Connor volunteers as a youth football coach in his local league.

Email: cwashburn@berkshirebank.com

Elizabeth Gore, Senior Vice President, Wealth Management Operations

Elizabeth Gore oversees all aspects of operations for Berkshire Bank Wealth Management, bringing more than 35 years of banking experience, with over 30 years in Wealth Management Operations & Compliance. Elizabeth also works closely with clients on a daily basis. Elizabeth is responsible for assisting auditors and coordinating vendor responsibilities including the department’s trust accounting system. Elizabeth is a graduate of New England School of Banking at Williams College with a degree in Trust Banking.

Phone: 413.881.1209
Email: egore@berkshirebank.com

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.

Phone: 413.881.1201
Email: bbailly@berkshirebank.com

Jennifer Amuso, Financial Trust Administrator

Jen Amuso is a Financial Trust Administrator. Jen is responsible for processing cash receipts, cash disbursements, bill payments, Portfolio Online Access, account openings and transfers. Jen also assists in balancing the office and the Sweep Account. Jen has been in banking for over 20 years, with over 10 of those with Berkshire Bank. Jen has also worked as a CSR and Branch Supervisor. Jen holds an Associate’s Degree in Business Administration from Berkshire Community College.

Phone: 413.881.1200
Email: jamuso@berkshirebank.com

Tina Archambault, Financial Trust Administrator

Tina is a Financial Trust Administrator. Tina is responsible for new account openings and transfers. Tina also assists in distributions, bill payments, cash receipts, and Portfolio Online Access. Tina has 15 years experience of trust and 25 years customer service. Tina also worked in Loan Servicing/Processing and Compliance for three years. Tina holds an Associate’s Degree in Business Careers from Berkshire Community College.

Phone: 413.881.1206
Email: tarchambault@berkshirebank.com

Tsvetelina Dean, Wealth Management Operations Assistant

Tsvetelina Dean is the Trust Operations Assistant. Tsvetelina is responsible for overseeing the department’s sweep account program, and also provides daily assistance to our clients, such as distributions, bill pay and portfolio online access. Tsvetelina has been working in the banking industry for the past 10 years and earned a Bachelor’s degree in Geography from the South-West University in Bulgaria.

Phone: 413.881.1205
Email: tdean@berkshirebank.com

Tina Drake, Financial Trust Administrator

Tina is a Financial Trust Administrator. Tina is responsible for processing cash receipts, cash disbursements, bill payments, Portfolio Online Access, scanning, filing, mail processing, and preparing new account paperwork. Tina also assists team members with daily work responsibilities. Tina brings diverse professional experience to Berkshire Bank’s Wealth Management team.

Phone: 413.881.1215
Email: tdrake@berkshirebank.com

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.

Phone: 518.804.3820
Email: tzaiko@berkshirebank.com

NOT FDIC INSURED

ARE NOT GUARANTEED

MAY LOSE VALUE

ARE NOT DEPOSITS

ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

ARE NOT A CONDITION TO ANY BANKING SERVICE OR ACTIVITY