Gerry Mihalick

Analyst-Equity at

Berkshire Asset Management LLC

Finance

Consumer Services

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.
Prior to joining Berkshire, Mr. Mihalick was employed as a Portfolio Manager with Fleet Investment Advisors in Rochester, New York.
He has served on the board of directors for various local non-profit organizations.
He holds a BA degree from Gettysburg College.

Gerry Mihalick active positions

Companies	Position	Start
Berkshire Asset Management LLC Berkshire Asset Management LLC Investment ManagersFinance Berkshire uses fundamental analysis in selecting securities for equity investments. They seek to purchase sound businesses at reasonable prices. The firm follows a conservative, high-quality fixed income investment strategy. A portfolio is structured using primarily taxable bonds with an A rating or better by S&P and Moody’s. With municipal portfolios, their universe is generally limited to investment grade municipal general obligation bonds and essential service revenue bonds.	Analyst-Equity	1994-12-31

All active positions of Gerry Mihalick

Former positions of Gerry Mihalick

Companies	Position	End
Merrill Lynch & Co., Inc. Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Corporate Officer/Principal	-
Fleet Investment Advisors Fleet Investment Advisors Major BanksFinance Commercial banking	Portfolio Manager-Equities	-

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Linked companies

Private companies	4
Berkshire Asset Management LLC Berkshire Asset Management LLC Investment ManagersFinance Berkshire uses fundamental analysis in selecting securities for equity investments. They seek to purchase sound businesses at reasonable prices. The firm follows a conservative, high-quality fixed income investment strategy. A portfolio is structured using primarily taxable bonds with an A rating or better by S&P and Moody’s. With municipal portfolios, their universe is generally limited to investment grade municipal general obligation bonds and essential service revenue bonds.	Finance
Fleet Investment Advisors Fleet Investment Advisors Major BanksFinance Commercial banking	Finance
Gettysburg College Gettysburg College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch & Co., Inc. Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance