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Thomas Barney

Senior Vice President, Wealth Officer

Biography

Tom has rejoined the wealth group out of retirement to work on all aspects of client relationships, including financial planning and strategy implementation. After 17 years heading up the wealth group at Berkshire Bank, Tom most recently worked at a private trustee and then became the caregiver for his wife. Tom has over 40 years experience working on investments, trusts, and planning, including tenures at Michigan Avenue Financial Group of Chicago, Bank of Boston’s Private Bank, Fleet Investment Services, and the First National Bank of Geneva. Tom has held the Certified Financial Planner designation for over 27 years. He is a member of the Estate Planning Council of Hampden County, recently serving as its treasurer, vice president and president. Tom is a graduate of Monmouth College, Loyola University of Chicago, the National Trust School and the Trust Management School at Northwestern University.

 

 

 

Areas of Specialization

Investment Portfolios
Fixed Income & Equity Analysis

Years of Experience

40 Years













Contact

25 Main Street
Lenox, MA 01240

(413) 881-1211

tbarney@berkshirebank.com

Wealth Management