Kenneth J. Krogulski, CFA
President, Chief Investment Officer and CEO
Education: BS, Indiana University of Pennsylvania
MBA, Wilkes University
Experience: Ken has 38 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 the Chair of the Appleseed Partnership and is a director of Allied Services and Cumberland Pharmaceuticals, Inc. (CPIX: NASDAQ)
Gerard Mihalick, CFA
Education: BA, Gettysburg College
Member, New York Society of Security Analysts
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 Wilkes-Barre Triathlon Association, 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.
Gregory C. Weaver, CFA
Education: BS, Business Administration, University of Central Florida
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 Home For Homeless Women, and the Wyoming Commemorative Association.
Michael D. Weaver, CFA
Education: BA, Economics, University of Virginia
Experience: Mike has over 20 years experience in security analysis and portfolio management. At Berkshire, Mike is a member of the firm’s investment committee and has equity research and portfolio management responsibilities. Prior to joining Berkshire in 1999, Mike was a senior portfolio manager for Mellon Private Asset Management. He is a former director of the North Branch Land Trust and the Luzerne Foundation.
Jason J Reilly, CFP®
Education: BS, Finance King’s College
CERTIFIED FINANCIAL PLANNER™ Professional
Experience: Jason has over a decade of experience in the wealth and investment management business. 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 is an integral part of building and maintaining our institutional relationships with investment firms. Jason has served on the board of directors for various local non-profit organizations.
Rachel Ames, CFA
Vice President, Trading and Portfolio Analyst
Education:BS, Finance George Washington University
Experience:Ms. Ames 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. Ms. Ames holds the Chartered Financial Analyst (CFA) designation and a bachelor’s degree in Finance from George Washington University.
Berkshire Asset Management, LLC (“BAM”) is a Registered Investment Advisor under the Investment Advisors Act of 1940. Registration as an Investment Advisor does not imply any level of skill or training. *Berkshire Asset Management, Inc. was formed in 1986 as a SEC registered investment adviser. In 1999 the company was sold to Legg Mason. In 2007, senior leadership repurchased the firm, forming BAM. In December 2022, iM Global Partner, a leading global asset management network, made a strategic, non-controlling investment in Berkshire. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Access to BAM is only available to clients pursuant to an investment advisory agreement and accepting delivery of BAM’s Form ADV Part 2A, 2B, and 3. You are encouraged to read those documents carefully. BAM manages portfolios for individuals and institutions. All investing carries risk including risk of principal loss. No statement made herein shall construe investment advice. All statements made herein are opinions of BAM and subject to change. Berkshire assumes no responsibility towards the accuracy of the data included.