BOSTON, Oct. 12, 2021 /PRNewswire/ -- Berkshire Hills
Bancorp, Inc. (NYSE: BHLB), the parent company of Berkshire Bank, a
socially responsible community-dedicated bank with branch locations
in New England and New York, is
excited to announce the addition of two veteran wealth management
professionals to its Wealth Management team.
Karen Heston, CFP®, MBA
and Stephen Crowley, MA, MBA join Berkshire Bank's growing
Wealth Management team of credentialed and experienced wealth
management professionals to further support its ongoing commitment
to clients and provide additional wealth management expertise and
support to each client relationship.
"We are pleased to welcome Karen and Stephen to our team," said
Kathryn Hersey, SVP, Director of
Wealth Management and Chief Investment Officer. "Karen and Stephen
bring significant experience working with non-profits and
institutional investors and will support our ongoing
commitment to delivering significant community impact through
specialized expertise in not-for-profit management."
More information on their backgrounds is included below.
Ms. Heston joins Berkshire Wealth Management as VP, Wealth
Portfolio Manager. She has over 25 years of experience in
investment management and providing financial advisement and
guidance to clients. Ms. Heston will co-manage fixed-income
investments and develop programming and solutions that empower
women to thrive in their investments, careers, and life.
Before 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 non-profit
organizations with respect to investment policy and asset
allocation, portfolio risk management, and retirement planning
strategies. As a Managing Partner of Sage Capital Management, LLC,
Karen worked as the key portfolio manager in Sage's market-neutral convertible bond strategy for
over two decades. She began her career as an interest rate risk
management specialist working on the top trading desks of several
NYC money center banking institutions.
Ms. Heston is a graduate of Middlebury
College in Vermont and
received her MBA from the New York
University Stern School of Business. She is also a CFP®
professional and works with advisory clients in a planning
capacity.
Mr. Crowley joins Berkshire Wealth Management as VP,
Relationship Manager. He has over 25 years of experience in
investment management and providing financial advice and guidance
to clients.
Mr. Crowley will develop programming and solutions that
focus on non-profit and socially responsible investments.
Prior to joining Berkshire Bank, Stephen served as a Senior
Financial Advisor for BNY Mellon. In that role, he advised
institutional clients and non-profit organizations with respect to
investment policy, asset allocation, and portfolio risk
management.
Stephen has extensive experience managing non-profits and
charitable trust accounts for colleges and universities. He has
also developed socially responsible investing programs for clients.
Mr. Crowley earned his bachelor's degree from Connecticut College in Economics, and a Master's
and MBA from Boston University in
Economics and Finance.
Berkshire Wealth Management provides purpose-driven investment
management, financial planning, and estate management solutions
with a focused approach on driving growth and depth in client
relationships through a concentration on wellness, financial
health, community, and sustainable and responsible
investment.
ABOUT BERKSHIRE HILLS
BANCORP
Berkshire Hills Bancorp is the parent of Berkshire
Bank, which is transforming what it means to bank its neighbors
socially, humanly, and digitally to empower the financial potential
of people, families, and businesses in its communities as it
pursues its vision of being the leading socially responsible
omni-channel community bank in the markets it serves. Berkshire
Bank provides business and consumer banking, mortgage, wealth
management, and investment services. Headquartered in Boston, Berkshire has approximately $11.7 billion in assets and operates 107 branch
offices in New England and New
York, and is a member of the Bloomberg Gender-Equality
Index. To learn more, call 800-773-5601 or follow us on Facebook,
Twitter, Instagram, and LinkedIn.
###
Media Contact:
Marc DeNofio AVP, Public Relations
Officer
mdenofio@berkshirebank.com
Tel: (518) 322-5601
Investor Relations Contacts:
Kevin Conn, SVP, Investor Relations &
Corporate Development
Email: KAConn@berkshirebank.com
Tel: (617) 641-9206
David Gonci, Capital Markets
Director
Email: dgonci@berkshirebank.com
Tel: (413) 281-1973
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SOURCE Berkshire Hills Bancorp, Inc.