Wealth Management Team At Berkshire Bank Expands| 01:55PM / Friday, April 28, 2017 | |
PITTSFIELD, Mass. — Berkshire Bank has expanded its wealth management enterprise with the addition of a premier financial adviser known for his investment acumen and wealth management capabilities.
Stephen J. Augstell has joined Wealth Management as a senior financial planner and Vice president/wealth adviser at Berkshire Bank.
Augstell brings more than 27 years of industry experience, including his most recent position as the regional financial planning manager with Key Private Bank in Albany, N.Y., where he served as a senior vice president/team leader and senior financial planner. Additionally, Augstell has served as a lecturer in finance at Siena College since 2010, as well as vice president and regional consultant with McDonald Investments in Albany.
Augstell's new role includes serving Berkshire Bank's wealth clients in New York, Berkshire County and Southern Vermont regions. He will provide his extensive experience to wealth clients in preparing and implementing financial planning, as well as investment management services. Augstell is known as an excellent communicator of complex retirement and estate planning concepts, honing his skills through his teaching at Siena College.
"As we continue to grow in the Albany area, we are pleased to secure an accomplished professional with Stephen's experience, expertise and commitment to the community," said Mary Ellen Cologero, Berkshire Bank’s senior vice president and wealth management New York leader. "His enthusiasm and experience assisting clients and helping them meet their financial goals is the type of partner we have been searching for as we expand our wealth management services.
"We are fortunate to have Stephen join our team of experts and deliver the exceptional customer service our customers have come to expect."
Berkshire Bank Wealth Management currently has more than $1.4 billion in assets under management and plans to expand its operations as the bank continues to build its footprint.
Augstell holds a B.S. in finance from LeMoyne College in Syracuse, N.Y., and received a master of science with honors in financial planning from the College for Financial Planning. Augstell holds the Certified Financial Planner designation from the College for Financial Planning.
Augstell’s office is located at 30 South Pearl St, Albany, N.Y. He can be reached by phone at 518-729-1449 and by email at saugstell@berkshirebank.com.
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