Wealth Management Team

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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: [email protected]
 

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: [email protected]
 

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: [email protected]
 
 

John Haley, Senior Vice President, Client Experience & Business Administration

John is responsible for supporting the business process and technology which enhances the overall client experience for Berkshire Bank's Wealth Management clients.  

John has over 25 years of experience working with the technology and operations of financial firms.  Prior to joining Berkshire Bank, John served as Head of Client Administration for Wells Fargo Asset Management where he managed institutional onboarding and the systems supporting.  Prior to that role, John held the title of Director of Wealth Services for Cambridge Trust Company where he focused on business process, technology and workflow improvement to support a growing wealth management firm.  John began his career at State Street, supporting the custodial relationship and operations for both public fund entities and investment management firms.

John earned a Bachelor of Business Administration from Providence College and Masters in Business Administration (MBA) from Suffolk University.  John also attended Level 1 of the ABA Trust School.

Phone: 857.239.1882
Email: [email protected]

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]

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: [email protected]


John Haley, Senior Vice President, Client Experience & Business Administration

John is responsible for supporting the business process and technology which enhances the overall client experience for Berkshire Bank's Wealth Management clients.  

John has over 25 years of experience working with the technology and operations of financial firms.  Prior to joining Berkshire Bank, John served as Head of Client Administration for Wells Fargo Asset Management where he managed institutional onboarding and the systems supporting.  Prior to that role, John held the title of Director of Wealth Services for Cambridge Trust Company where he focused on business process, technology and workflow improvement to support a growing wealth management firm.  John began his career at State Street, supporting the custodial relationship and operations for both public fund entities and investment management firms.

John earned a Bachelor of Business Administration from Providence College and Masters in Business Administration (MBA) from Suffolk University.  John also attended Level 1 of the ABA Trust School.

 


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: [email protected]
 

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: [email protected]
 

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 Fiduciary Advisor (CTFA).  John serves on his local Board of Education and is regularly involved in Berkshire Bank volunteer events.

Phone: 413.770.2382
Email: [email protected]
 

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 FiduciaryAdvisor designation from American Bankers Association. Tanya is the Treasurer for the Kindness Is Foundation, serves as a board member for the Berkshire County Estate Planning Council, also 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: [email protected]
 

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: [email protected]
Stephen Crowley, Vice President, Relationship Manager


Stephen Crowley is a Vice President, Relationship Manager at Berkshire Bank.  He is responsible for developing programming and solutions that focus on non-profit organizations and socially responsible investments. Stephen is also responsible for working with individuals to help them achieve their financial goals. 

Stephen has over 25 years of experience in investment management and providing financial advice and guidance to clients.  Prior to joining Berkshire Bank, Stephen served as a Senior Relationship Manager for BNY Mellon. In that role, he advised institutional clients and non-profit organizations with respect to investment policy and asset allocation.  Stephen has extensive experience managing non-profits and charitable trust accounts for colleges and universities.

Stephen earned his Bachelor's degree from Connecticut College in Economics and English Literature, a Master's degree in Economics from Boston University, and an MBA in Finance from Boston University.  Stephen actively volunteers as both a youth hockey and youth baseball coach, and for eight years was the Treasurer of the Parent Teacher Organization in his hometown.

Phone: 508.986.3191
Email: [email protected]
 

Tammy Zaiko, CFP®, Vice President, Relationship Manager


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 designation in 1992.

Phone: 518.804.3820
Email: [email protected]

 

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: [email protected]


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: [email protected]
 

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: [email protected]
 

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: [email protected]
 

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: [email protected]

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