Jason Reilly

Jason Reilly is a Partner at Berkshire Asset Management in Wilkes-Barre, PA, serving as the head of Institutional and Advisory Distribution. In this role, he is responsible for building and maintaining Berkshire’s relationships with institutional investors, intermediary distribution channels, and select high-net-worth families. He is a Certified Financial Planner™ and specializes in strategic outreach and business development for the firm’s investment strategies, including the Berkshire Dividend Growth Strategy that focuses on high-quality dividend-paying large-cap equities.

Jason’s investment expertise is centered on U.S. large-cap equities, with a particular emphasis on dividend growth solutions for institutional and private clients. The firm’s core strategies under his stewardship target sectors characterized by stability and consistent dividend performance, such as financials, consumer staples, and industrials. Jason also oversees the intermediary distribution of Berkshire’s investment products, ensuring alignment with client objectives across a range of asset classes—primarily equities with a high-quality and income-oriented profile.

Prior to joining Berkshire Asset Management in 2015, Jason spent eight years as a Relationship Manager at PNC Wealth Management, serving the high-net-worth market in Philadelphia and Northeast PA, and earlier as a Financial Advisor at AXA Advisors. He holds a Bachelor of Science in Finance from King’s College and is recognized for his industry contributions and board service to various non-profit organizations. His career is marked by a focus on client engagement, institutional relationship management, and advancing Berkshire’s boutique investment approach.