Three Join Berkshire Bank Wealth Management Team
PITTSFIELD — Berkshire Hills Bancorp Inc. announced that Shawn Howard will lead investment strategies for the bank as its new senior vice president, chief investment officer, senior portfolio manager. In addition, Tom Barney, first vice president, wealth advisor, and Colleen Lussier, vice president, wealth advisor, have joined the Wealth Management team. These additions represent a continued focus on providing convenient, fully integrated investment and money-management solutions to Berkshire Bank customers.
Howard has more than 20 years of financial experience, with nearly 16 years in the asset-management space as a portfolio manager; he was most recently at TD Bank in the Private Client Group in Springfield, where he managed investment portfolios for high-net-worth individuals, nonprofit organizations, and institutional clients. He served in a similar capacity at Evergreen Investments and Mellon Private Asset Management Companies.
Barney, a certified financial planner for more than 30 years, has rejoined the Berkshire Bank Wealth Management team after retiring in 2011. Prior to his retirement, he led the team for 17 years, growing the division to almost $700 million in assets. Barney previously served as vice president for Fleet Investment Services in Hartford, Conn., as well as vice president and private banker for Bank of Boston in Pittsfield, Springfield, and Hartford. He was on the board and served as president of the Estate Planning Council of Hampden County.
Lussier also joins the bank from TD Bank, where she was a wealth advisor for more than 16 years. Her expertise is concentrated in areas of trust and estate planning, business succession, and contract law. She is a certified trust and financial advisor and a registered financial consultant. She will assist in developing client relationships as well as trust and estate administration.
“Berkshire Bank is a strong, well-capitalized financial institution that continues to invest in wealth management with the addition of talented team members and resources to support our clients’ financial goals,” said Sean Gray, chief operating officer of Berkshire Bank. “We are delighted to add experienced professionals in these important roles and know that Shawn, Tom, and Colleen share Berkshire Bank’s commitment to a customer-focused approach.”