Berkshire Asset Management, LLC

Gerard Mihalick is a financial advisor at Berkshire Asset Management, LLC with 31 years of industry experience. He has been with Berkshire Asset Management since 2007. He holds Series 63 and Series 65 licenses. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individual and high-net-worth investors, institutions, and private funds. The firm implements investment strategies based on client-specific policy statements, offering various equity and fixed income models, and serves as an adviser to private funds and an ETF.

Gregory Weaver is a CFA® charterholder with 18 years of industry experience. He has worked at Berkshire Asset Management, LLC since 2007. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individuals, high-net-worth investors, foundations, endowments, and corporate clients. The firm employs fundamental analysis and concentrated holdings across defined strategies such as Core Equity, Dividend Income, and fixed income, and it also serves as a sub-advisor to an equity ETF.

Jason Reilly is a CFP® with 17 years of industry experience, currently serving as an advisor at Berkshire Asset Management, LLC since 2015. He also has a role with IM Global US Distributors, LLC beginning in 2023. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individuals, institutions, and private funds. The firm employs client-specific investment policy statements and fundamental analysis across various strategies while managing approximately $2.79 billion in regulatory assets.

Michael Weaver is a financial advisor with Berkshire Asset Management, LLC, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Berkshire Asset Management since 2007. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individuals, high-net-worth investors, foundations, and private funds. The firm employs client-specific investment strategies emphasizing fundamental analysis and manages approximately $2.79 billion in regulatory assets.

Kenneth Krogulski is a financial advisor with Berkshire Asset Management, LLC, where he has worked since 2007. He holds over 35 years of industry experience. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individuals, high-net-worth investors, foundations, and institutional clients. The firm offers defined investment strategies, subadvisory services, and manages private funds with a focus on fundamental analysis and concentrated portfolios.

Rachel Ames is a CFA® charterholder with two years of industry experience. She has been with Berkshire Asset Management, LLC since 2019 and previously worked at CBOE Vest and ProShares LLC. Berkshire Asset Management provides discretionary and non-discretionary portfolio management for a diverse client base, including individual and high-net-worth investors, foundations, and institutional entities. The firm employs fundamental analysis through defined investment strategies and serves as an adviser to private funds and an ETF.