History of Berkshire Advisors - Berkshire Advisors, Inc.'s predecessor company (Kemmerer & Co.) was founded in 1992 by Jay R. Kemmerer the Chairman & CEO of the firm based on his commitment and passion spanning more than 27 years in the financial and securities industry.
Berkshire Advisors, Inc., is a registered investment advisor, providing quantitative and fundamental investment strategies which encompass our proprietary asset allocation portfolios.
In September of 2009 Berkshire Advisors expanded it's scope of services to facilitate the growing, extensive needs of individual, institutional investors and business owners. Berkshire Advisors Multi-Family office was launched during the fourth quarter of 2009 to provide a wide array of personalized services to assist and support individuals comprehensive and strategic needs.
Berkshire Advisors Inc. is pleased to provide these services to our existing and prospective clients. We have compiled a range of investment and financial services catered to your needs. We've listened to investors and understand your needs. Our focus is on consolidating your life's financial, investing, business, and administrative tasks.
Chairman & CEO, Chief Compliance Officer
Jay R. Kemmerer entered the securities industry in 1984. He has been educating business and individual clients in the areas of wealth management for over 27 years. His firm collectively has over 100 years of experience. During his portfolio management tenor for a locally managed mutual fund, he had received recognition in the Wall Street Journal's "Category King" segment numerous times from 2003 - 2010. Jay currently holds his Series 65 License, Registered Investment Advisor, as well as his PA Insurance License.
Mr. Kemmerer is also the creator of "The Wealth Advocate" educational series. This series of expert information and video interviews is dedicated to providing in depth financial information to benefit families and businesses.
Speaking engagements available.
Chip currently serves as a business director for Berkshire Advisors, Inc. He attended the University of Florida where he received a BS degree in Banking and Finance and also Real Estate and Urban Land Studies. After college, he pursued a career in the Life, Health and Pension product sales industry where he earned his Chartered Life Underwriter (CLU) and Charter Financial Consulting (ChFC) designations. He also attended the Delaware Law School – Evening Division in Wilmington, DE and graduated with his law degree in 1985 (JD).
Locally, Chip served as the Chairman of the Berks County Chamber of Commerce from 1999-2000, the third largest chamber in the Pennsylvania. An avid golfer, Mr. Lutz was formerly the President of the Berks County Golf Association and was recently elected to the Executive Committee of the Philadelphia Golf Association.
Vice President – Wealth Management
Francis G. Post serves as Vice President of Wealth Management for Berkshire Advisors, Inc. Prior to joining Berkshire, Fran served as a Registered Representative for a branch of Cambridge Investment Research located in Exeter, Pennsylvania. His investment experience was attained while employed with Wachovia Bank and Wachovia Securities, LLC. Mr. Post’s practice will be focused on Individual/Executive Asset Management and Corporate Retirement Plans to include 401(k)s.
Fran received a Bachelor of Arts degree in Political Science from Dickinson College in Carlisle, Pennsylvania. He currently holds his Series 65 License, Registered Investment Advisor, as well as his PA Insurance License. He was born and raised in Berks County and currently resides in Wyomissing.
Jenn Wilson is the sole proprietor of Duke Accounting & Consulting LLC, a female owned and operated, PA based business, formed in 2009. Duke Accounting offers a variety of tax, accounting and small business consulting services. Ms. Wilson has over fifteen years successfully managed both for-profit and non-profit businesses prior to starting her own company.
Christine performs administrative and client service support for Berkshire Advisors, Inc. In addition, she brings over 28 years of experience in administrative operations and customer relations. She earned an Associate Degree in Secretarial/Legal studies from Montgomery County Community College. Christine resides in Hamburg.