Company Profile
Industry:Investment Management, Money Management Firm
Doing business as:Berkshire Asset Management Inc
Site:berkshireasset.com
Phone:
Description:Berkshire Asset Management is an employee owned SEC register investment advisor* founded in 1986. Our growth can be attributed to an exceptional level of client service and delivering attractive investment results.
* SEC registration does not constitute an endorsement of the firm by the commission nor does it indicate that the adviser has attained a particular level of skill or ability
Members (6):Michael Weaver / Vice-President Gerard Mihalick / Vice-President Kenneth J. Krogulski / Chief Executive Officer, CEO Laurens N. Sullivan / President, inactive Robert F. Price / Secretary, inactive David Bias / Vice-President, inactive
SIC:6282 - Investment Advice
SIC6:628203 - Financial Advisory Services
Founded:1986
Categories:Investment Advisory Services
Specialties:Family Wealth Management, Asset Allocation Analysis, Core Equity & Fixed income Management, Retirement Planning
In business since:2007
Products:Investment Planning
Company size:1-10 employees
Summary
The professional industries of the organization Berkshire Asset Management are Investment Management, Money Management Firm. We know information about 6 employees who work here. A registered office address is 46 Public Sq SUITE 700, Wilkes Barre, PA 18701. Call the organization at phones: (570) 825-2600 or (570) 825-2286. For more details, please visit the official website.
Who has worked at Berkshire Asset Management
| Position at Berkshire Asset Management | Previous job position | |
|---|---|---|
| Anthony Hoag | PresidentSince Sep 1990 Registered RepresentativeSince 2011 President and Managing Director1991 - 2000 |
Shearson Lehman HuttonVice President Retail Sales 1988 - 1990 |
| Bryan Orr | Senior Analyst Senior AnalystSince Feb 2009 |
Berkshire Asset ManagementSenior Analyst Since Feb 2009 |
| Ian King | Senior BrokerSince Jan 2008 |
NBC UniversalArt Director Apr 1999 - Oct 2006 |
| Ken Krogulski | PresidentSince 1990 |
First Eastern BankVice President Jul 1979 - Jun 1990 |
| Marilyn Millington | Vice President and CCOSince 2003 |
PNC AdvisorsVice President 2002 - 2003 |
| Shaun Mchugh | Owner |
Former Employees
| Position at Berkshire Asset Management | Next job position | |
|---|---|---|
| Brian Peters | InternJun 2010 - Aug 2010 |
Stifel NicolausInvestment Banking Analyst Since Jul 2012 |
| Fred Grant | President/ CEO1999 - 2001 |
First Home Capital IncPresident/Owner Since 2011 |
| Jacklyn Green | Administrative Manager - Client Services1992 - 2000 |
B&G Manufacturing Co., Inc.Human Resources Manager Since 2004 |
| John Donohue | President, Chief Executive Officer and Chief Compliance Officer2002 - Sep 2005 |
SunGard Capital MarketsSenior Vice President and Chief Compliance Officer Since Sep 2005 |
| Joshua Freiwald | Account executiveJan 2006 - Mar 2008 |
|
| Joshua West | Precious Metals AdvisorJul 2008 - Jun 2009 |
Americas Hardship GroupInside Sales Representative Since Feb 2012 |
| Michael Cook | Chairman, CEO & FounderJan 1986 - Dec 2002 |
Private Value Management LPManaging Member of General Partner Since Jan 2003 |
| Stuart Pearsall | Intern2007 - 2007 |
Sheridan HealthcorpBusiness Intelligence Analyst Since May 2010 |