BERKSHIRE ASSET MANAGEMENT - Key Persons
Education:
Partner and Portfolio Manager
CFA Charterholder
Experience:
Gerry has over 25 years of experience in the investment management industry and joined Berkshire in 1995. He is a member of the firm's investment committee, participates in the firm's equity and fixed income research process and has portfolio management responsibility over a number of client accounts. Gerry is member of the New York Society of Security Analysts and serves as a director for the St. Vincent de Paul Soup Kitchen and the Salvation Army, Wilkes-Barre Corp. Prior to joining Berkshire, he was employed as a portfolio manager with Fleet Investment Advisors in Rochester, New York.
Job Titles:
- Member of the Firm 's Investment Committee
- Partner
- Portfolio Manager
- Senior Analyst
Education:
BS, Business Administration, University of Central Florida
CFA Charterholder
Experience:
Greg is a member of the firm's investment committee and has equity and fixed income research and portfolio management responsibilities. Prior to joining Berkshire in 2007, Greg was a financial analyst for both MGM Studios and Paramount Pictures. He was an Investment Representative for Trust Company of the West and most recently served as Wealth Manager for the M&T Bank Investment Group. He is a member of the CFA Society of Philadelphia and serves on the board of the Wilkes-Barre YMCA, the Home For Homeless Women, the Luzerne County Historical Society, and the Wyoming Commemorative Association.
Job Titles:
- CFP®, VP Distribution
- Partner, Institutional and Advisory Distribution / Education
Jason has held various roles within the wealth and investment management business since 2006. Prior to joining Berkshire in 2015, he spent eight years with PNC Bank in both the Philadelphia and Northeast PA markets, where he served their high-net-worth client base. At Berkshire, Jason helps build and maintain our institutional relationships and intermediary distribution channels. He also serves a select group of high-net worth families. Jason has served on the board of directors for various local non-profit organizations.
Kenneth J. Krogulski - CEO, Chief Investment Officer, President
Job Titles:
- Chief Investment Officer
- Managing Partner
- President
Education:
BS, Indiana University of Pennsylvania
MBA, Wilkes University
CFA Charterholder
Experience:
Ken has 40 years of experience in security analysis and portfolio management. He joined Berkshire in 1990 after serving for 11 years as senior portfolio manager for the First Eastern Bank's trust company. He is director of Allied Services, Cumberland Pharmaceuticals, Inc. (CPIX: NASDAQ) and Landmark Bank (LDKB: NASDAQ).
Job Titles:
- Member of the Firm 's Investment Committee
- Partner
- Portfolio Manager
Job Titles:
- Vice President, Analyst and Trading
- Vice President, Trading and Portfolio Analyst
Education:
BS, George Washington University
CFA Charterholder
Experience:
Rachel has over 15 years of experience in portfolio management. Prior to joining Berkshire in September of 2019, she worked at various asset management companies in the Washington DC area. Most recently she served as Vice President of Portfolio Management with CBOE Vest. She also spent 14 years at ProShare Advisors, LLC in the role of Portfolio Manager. Rachel holds the Chartered Financial Analyst (CFA) designation and a bachelor's degree in Finance from George Washington University.