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Boston – Berkshire Bank, a leading, socially responsible community bank with financial centers in New England and New York, welcomes Lewis Mai, John Muse, Rebecca Rubino, and Andrew Prancl to the Wealth Management team. With more than 70 years combined experience, these four investment and wealth advisors join Berkshire’s current team in providing exceptional financial guidance and strategies, portfolio management, financial planning, and fiduciary services. “Berkshire Bank Wealth Management delivers comprehensive investment and planning services to meet clients’ unique needs and objectives,” stated Kathryn Hersey, CFA®, managing director and chief investment officer of Wealth Management. She continued, “Berkshire’s commitment to providing specialized and trusted advisement to our clients differentiates us in the marketplace. The hiring of these four individuals brings further value to our clients across critical areas such as succession planning, financial planning, trust & fiduciary services, and fixed income & market research. We welcome Lewis, John, Rebecca, and Andrew as highly skilled and experienced professionals to our team.” To read the full release, please visit 2021-2023 Media Releases | Press Releases | Berkshire Bank
Boston – Berkshire Bank, a leading, socially responsible community bank with financial centers in New England and New York, welcomes Lewis Mai, John Muse, Rebecca Rubino, and Andrew Prancl to the Wealth Management team. With more than 70 years combined experience, these four investment and wealth advisors join Berkshire’s current team in providing exceptional financial guidance and strategies, portfolio management, financial planning, and fiduciary services.
“Berkshire Bank Wealth Management delivers comprehensive investment and planning services to meet clients’ unique needs and objectives,” stated Kathryn Hersey, CFA®, managing director and chief investment officer of Wealth Management. She continued, “Berkshire’s commitment to providing specialized and trusted advisement to our clients differentiates us in the marketplace. The hiring of these four individuals brings further value to our clients across critical areas such as succession planning, financial planning, trust & fiduciary services, and fixed income & market research. We welcome Lewis, John, Rebecca, and Andrew as highly skilled and experienced professionals to our team.”
To read the full release, please visit 2021-2023 Media Releases | Press Releases | Berkshire Bank