Kathryn Hersey

Kathryn Hersey, CFA has extensive work experience in wealth management, investment management, and portfolio management. Kathryn currently holds the position of Managing Director of Wealth Management & Chief Investment Officer, as well as Boston Regional President, at Berkshire Bank. Prior to that, they spent several years at Cambridge Trust Company, where they served as Senior Vice President, Senior Portfolio Manager, and played a key role in developing and managing diversified investment strategies. Kathryn also co-managed global sustainable investment portfolios and multi-cap Equity Income portfolios, achieving strong performance and alpha over market benchmarks. Additionally, Kathryn managed core taxable and tax-exempt fixed income assets and conducted credit research. Kathryn has a track record of successfully managing client relationships and achieving investment goals.

Before joining Cambridge Trust Company, Kathryn worked as the Executive Director of the NEWMAC Division III Athletics Conference, where they collaborated with college presidents and directors to develop strategic plans for the conference. Kathryn also gained experience as a Portfolio Manager and Equity Research Analyst at the Babson College Fund, where they recommended equity investments based on fundamental analysis. Earlier in their career, Kathryn served as a Senior Systems Analyst at Putnam Investments, advising senior management on technology solutions for business growth, and as a Program Manager at MicroStrategy, where they played a key role in the development of data analytics products.

Kathryn Hersey began their career as a Software Development Intern at Houghton Mifflin Harcourt and Con Edison. Kathryn holds the Chartered Financial Analyst (CFA) designation, demonstrating their expertise in investment analysis and portfolio management.

Kathryn Hersey, CFA has a diverse educational background. Kathryn obtained a Bachelor of Arts degree in Computer Science and English from Amherst College, where they studied from 1995 to 1999. Following this, from 2007 to 2010, Kathryn pursued their Master of Business Administration (MBA) in Finance at Babson F.W. Olin Graduate School of Business.

In terms of certifications, Kathryn has earned the Chartered Financial Analyst (CFA) designation from the CFA Institute. The specific month and year of their CFA certification are not provided in the given information.

Their academic journey began at Westford Academy, where they attended high school from 1991 to 1995. Although the information does not specify a degree or field of study, it can be inferred that this was their foundational education before attending Amherst College.