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.
Marilyn D. Millington
Vice President and Chief Compliance Officer
Education: BS, Accounting and English Literature, King’s College
Experience: Marilyn handles firm compliance, trading and certain client relationships. Prior to joining Berkshire, Marilyn was a Vice President, Client Advisor for PNC Advisors and the Director of Marketing and Communications for Prudential Financial Retirement Services division. She is Founder and Co-Chair of Circle 200. Also, Marilyn serves as a director of the Greater Wilkes-Barre Chamber of Commerce, Leadership Wilkes-Barre and the Geisinger Wyoming Valley Advisory Board.
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 a decade of experience in the wealth and investment management business. At Berkshire, he is responsible for building and maintaining our institutional client relationships. In addition, he offers Berkshire’s clients wealth planning and investment advice. Prior to joining Berkshire in 2015, Jason worked at PNC Bank in both the Philadelphia and Northeast PA markets serving their high-net worth client base. Jason serves on the board of directors for the Wilkes-Barre YMCA and as committee member for various local non-profit organizations.