Travis William Lane

Portfolio Manager-Aktien bei Berkshire Bank (Private Banking)

Consumer Services

Finance

Profil

Mr. Travis W.
Lane is a Vice President & Wealth Portfolio Manager at Berkshire Bank.
He is responsible for creating and implementing investment portfolios for individuals, businesses and non-profits.
In addition to his work with the Investment Team, he is also one of the Financial Planners.
He has close to 10 years of experience in creating custom financial plans helping clients reach their financial goals.
Prior to joining the Berkshire Bank Wealth Management Team, he spent the last 7 years as a Financial Advisor at one of the top Registered Investment Advisor (RIA) firms in the Greater Hartford, CT area.
He graduated from Bryant University with a Bachelor’s in Business Administration with a concentration in Finance and Communications.

Aktive Positionen von Travis William Lane

Unternehmen	Position	Beginn
Berkshire Bank (Private Banking) Berkshire Bank (Private Banking) Investment ManagersFinance Berkshire Bank (Private Banking) (Berkshire Bank-PB) is the private banking division of Berkshire Bank, itself a subsidiary of Berkshire Hills Bancorp, Inc. (NYSE: BHLB). The firm is headquartered in Pittsfield, Massachusetts with offices in Connecticut, Vermont, Pennsylvania, New York, New Jersey and Rhode Island. Founded in 1846, Berkshire Bank-PB provides various private banking solutions to wealthy clients.	Portfolio Manager-Aktien	01.03.2020

Alle aktiven Positionen von Travis William Lane

Ausbildung von Travis William Lane

Bryant University

Undergraduate Degree

Erfahrungen
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Unternehmensverbindungen

Private Unternehmen	1
Berkshire Bank (Private Banking) Berkshire Bank (Private Banking) Investment ManagersFinance Berkshire Bank (Private Banking) (Berkshire Bank-PB) is the private banking division of Berkshire Bank, itself a subsidiary of Berkshire Hills Bancorp, Inc. (NYSE: BHLB). The firm is headquartered in Pittsfield, Massachusetts with offices in Connecticut, Vermont, Pennsylvania, New York, New Jersey and Rhode Island. Founded in 1846, Berkshire Bank-PB provides various private banking solutions to wealthy clients.	Finance