Gerry Mihalick

Gerry Mihalick, CFA, is a partner and portfolio manager at Berkshire Asset Management, LLC based in Wilkes-Barre, Pennsylvania, where he has served since 1995. He is a key member of the firm's investment committee, responsible for equity research, security selection, and discretionary portfolio management for both individual and institutional clients.

Mihalick's investment focus centers on U.S. large-cap equities, with particular expertise in dividend growth strategies—an area Berkshire leveraged heavily in response to post-financial crisis market opportunities. As part of his responsibilities, he conducts in-depth research on high-quality, dividend-paying companies and implements the firm's core strategies targeting sustainable income and capital appreciation.

Prior to joining Berkshire, Mihalick was a portfolio manager at Fleet Investment Advisors in Rochester, New York. He holds a Bachelor of Arts in Management from Gettysburg College and has contributed to the local community through non-profit board service. With over 25 years of industry experience, Mihalick is recognized for his research-driven approach and long-term discipline in equity portfolio management.