Berkshire Asset Management, LLC

Gerard Mihalick is a financial advisor at Berkshire Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Berkshire Asset Management since 2007. Berkshire Asset Management serves a diverse client base including individuals, institutions, and pooled investment vehicles. The firm focuses on fundamental company analysis and IPS-driven asset allocation, offering equity and fixed-income strategies through various managed account programs, private partnerships, and as a sub-advisor to an ETF.

Gregory Weaver is a CFA® charterholder with 18 years of experience in the financial industry. He has been with Berkshire Asset Management, LLC since 2007. Berkshire Asset Management serves a diverse client base, including individual and high-net-worth investors, institutions, and pooled investment vehicles. The firm emphasizes fundamental company analysis and IPS-driven asset allocation, managing equity and fixed-income strategies across various account types and specialized programs.

Jason Reilly is a CFP® with 16 years of industry experience, currently serving at Berkshire Asset Management, LLC since 2015. He also holds a Series 66 designation and has worked at IM Global US Distributors, LLC since 2023. Berkshire Asset Management serves a diverse client base including individuals, high-net-worth investors, foundations, endowments, trusts, corporations, and pension plans. The firm focuses on fundamental company analysis and IPS-driven asset allocation, offering equity and fixed-income strategies across various account types while managing over $2.5 billion in assets.

Michael Weaver is a financial advisor at Berkshire Asset Management, LLC with 26 years of industry experience. He has been with Berkshire Asset Management since 2007. He holds Series 63 and Series 65 licenses. Berkshire Asset Management serves a diverse client base, including individual and high-net-worth investors, institutions, and pooled investment vehicles. The firm focuses on fundamental company analysis and IPS-driven asset allocation, offering equity and fixed-income strategies across various account types and specialized programs.

Rachel Ames is a CFA® charterholder with seven years at Berkshire Asset Management, LLC and over 22 years of industry experience, including prior roles at CBOE Vest and ProShares LLC. She is based in Wilkes Barre, PA. Berkshire Asset Management serves a diverse client base including individuals, foundations, corporations, and institutional investors. The firm employs a fundamental analysis and IPS-driven approach to equity and fixed-income strategies and manages over $2.5 billion across various account types and specialized programs.