Kathryn Hersey
President & Chief Investment OfficerCharlesbridge Advisors, LLCCRD 8243134
About Kathryn Hersey
Kathryn Hersey is listed as President & Chief Investment Officer at Charlesbridge Advisors, LLC in Dedham, MA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Charlesbridge Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kathryn Hersey work?
Kathryn Hersey is listed as President & Chief Investment Officer at Charlesbridge Advisors, LLC on SEC Form ADV.
How much of Charlesbridge Advisors, LLC does Kathryn Hersey own?
Form ADV reports a beneficial ownership band of Under 5%.
Charlesbridge Advisors, LLC
| Title | President & Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |