Kathryn Hersey

Svp, Director of Wealth Management and Chief Investment Officer

We found the following information about Kathryn Hersey at Berkshire Bank, where this person has worked as a Svp, Director of Wealth Management and Chief Investment Officer since 2019. Kathryn's total work experience is over 21 years, during which time they had at least eight jobs at different companies to develop skills. Kathryn studied at the Babson College from 2007 to 2010. Kathryn Hersey has the certification in Chartered Financial Analyst (Cfa) Currently, Kathryn Hersey is located in Boston, Massachusetts. You can contact with Kathryn by looking for phone or email address or find further information by requesting access to the person's further details.
Name variants:
Katherine Hersey
Last updated May 30, 2024

Contact Information

Last Update
Jun 22, 2022
Email
ka**@yahoo.com
Location
Boston, MA
Company

Workplace

Svp, Director of Wealth Management and Chief Investment Officer

Johnstown, NY

Industry

Federal Savings Institution, National Commercial Bank

Work History

Svp, Director of Wealth Management and Chief Investment Officer

60 State St, Boston, MA 02109
from Sep 2019

Senior Vice President, Senior Portfolio Manager, Wealth Management

1336 Massachusetts Ave, Cambridge, MA 02138
Dec 2010 — Sep 2019

Executive Director

Executive Director of NCAA Division III Athletics Conference. Member institutions: MIT, Babson, Wellesley, Smith, Mount Holyoke, Springfield College, WPI, Clark, United States Coast Guard A...
Sep 2003 — Dec 2010

Portfolio Manager, Equity Research Analyst

231 Forest St, Babson Park, MA 02481
The Babson College Fund portfolio is a student-run portion of the Babson endowment. Performed bottom up, fundamental analysis to recommend equity investments for portfolio based on DCF and...
May 2009 — May 2010

Senior Systems Analyst

100 Federal St, Boston, MA 02110
Advised Putnam’s senior management teams on best practices to build technology for business growth. Developed Customer Relationship Management software using Siebel/Oracle technology. Use...
2001 — 2003

Program Manager

1850 Towers Cres Plz, Tysons Corner, VA
Served in key role on MicroStrategy Web software development team developing data analytics product. Worked within MicroStrategy's Technology division as program manager responsible for pro...
Aug 1999 — Sep 2001

Software Development Intern

125 High St, Boston, MA 02129
Developed application to publish textbooks digitally
1998 — 1998

Software Development Intern

4 Irving Pl, New York, NY 10003
Developed real time natural gas pricing application
1997 — 1997

Education

2007 — 2010
1995 — 1999
1991 — 1995

Occupations

Executive
Chief Investment Officer
Director
Senior Vice President
Financial Broker
Portfolio Manager
Management Analysts
Operations Manager
Vice President
Chief Executive
Investment Analyst
Financial Analyst

Skills

Equities
Portfolio Management
Investments
Finance
Valuation
Bloomberg
Financial Modeling
Financial Analysis
Mutual Funds
Due Diligence
Risk Management
Alternative Investments
Wealth Management
Capital Markets
Financial Services
Business Analysis
Fixed Income
Asset Management
Investment Research
Modeling
Asset Managment

FAQs about Kathryn Hersey

What's the main profession of Kathryn Hersey?

Kathryn is a Svp, Director of Wealth Management and Chief Investment Officer.

What are the profession of The expert?

These person's professions are Executive and Chief Investment Officer

Where is Kathryn Hersey currently located?

Kathryn Hersey is located in Boston, Massachusetts.

What is Kathryn Hersey's email?

Kathryn's email is ka**@yahoo.com.

How many companies did Kathryn Hersey work at?

Kathryn Hersey worked at eight jobs.

What education does Kathryn Hersey have?

Kathryn studied at the Babson College from 2007 to 2010.

Are there any certifications, that Kathryn Hersey has?

This professional received the following certifications: Chartered Financial Analyst (Cfa).

What is professional industry that Kathryn Hersey worked in?

Kathryn works in Investment Management industry.
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