Gerry Mihalick
Analyst-Equity at Berkshire Asset Management LLC
Profile
Mr. Gerard Mihalick, CFA, is a Partner & Portfolio Manager at Berkshire Asset Management LLC.
He has over 25 years of experience in the investment management industry and joined Berkshire in 1995.
Mr. Mihalick is a member of the firm’s investment committee and has equity research and portfolio management responsibilities.
Mr. Mihalick was employed as an Assistant Portfolio Manager by Fleet Investment Advisors and a Financial Consultant by Merrill Lynch & Co., Inc. He is member of the New York Society of Security Analysts and serves as a director for the Wilkes-Barre Triathlon Association and the Salvation Army, Wilkes-Barre Corp.
He received his BA degree from Gettysburg College.
Gerry Mihalick active positions
| Companies | Position | Start |
|---|---|---|
Berkshire Asset Management LLC
 Berkshire Asset Management LLC Investment ManagersFinance Berkshire Asset Management LLC (Berkshire) is an independent registered investment advisor and wealth management firm headquartered in Wilkes-Barre, Pennsylvania. Founded in 1986, the firm was acquired by Legg Mason, Inc. (NYSE: LM) in 1999 and they operated as its wholly-owned subsidiary until 2007. The firm is now employee owned and operated. Berkshire provides portfolio management and investment supervisory services to individuals, foundations, endowments, trusts, estates, corporations, and pension and profit-sharing plans and private pooled investment vehicles. | Analyst-Equity | 31/12/1994 |
Former positions of Gerry Mihalick
| Companies | Position | End |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
| Fleet Investment Advisors | Portfolio Manager-Equities | - |
Training of Gerry Mihalick
| Gettysburg College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Berkshire Asset Management LLC
Berkshire Asset Management LLC Investment ManagersFinance Berkshire Asset Management LLC (Berkshire) is an independent registered investment advisor and wealth management firm headquartered in Wilkes-Barre, Pennsylvania. Founded in 1986, the firm was acquired by Legg Mason, Inc. (NYSE: LM) in 1999 and they operated as its wholly-owned subsidiary until 2007. The firm is now employee owned and operated. Berkshire provides portfolio management and investment supervisory services to individuals, foundations, endowments, trusts, estates, corporations, and pension and profit-sharing plans and private pooled investment vehicles. | Finance |
| Fleet Investment Advisors | Finance |
| Merrill Lynch & Co., Inc. | Finance |
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