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Massachusetts/Connecticut Team

Kevin P. O’Donnell, CFP®

Financial Consultant/Vice President

kevinodonnell@cfnmail.com

Kevin has more than 25 years of experience advising clients and providing the highest level of customer service. He provides holistic financial planning guidance to individuals and families with a focus on retirement and investment strategies.

Kevin graduated from Fairfield University’s School of Business with a BS in management. Kevin holds the FINRA Series 7, 31, 63, and 65 securities registrations and has earned the CERTIFIED FINANCIAL PLANNERTM certification. He holds life, accident, and health insurance licenses. Kevin is an Investment Adviser Representative and a Registered Representative of Commonwealth Financial Network®.

Kevin enjoys spending his free time with his wife, Colleen, and their three sons, Ethan, Gavin, and Chase. He is a volunteer for youth sports in Berkshire County and an avid runner.

Direct phone number is 413-236-3166.

Diana K. Dalton

Investment Operations Specialist at Berkshire Bank | 413-236-3767

dianadalton@cfnmail.com

Diana is a graduate of the Fashion Institute of Technology and obtained her BS in direct marketing. She joined Berkshire Bank’s Investment Services department in May 2008 in Pittsfield, Massachusetts. Prior to joining Berkshire Bank, Diana first worked for the AYCO Company, LP, in Albany, New York, as assistant to the tax department, where she provided financial and tax assistance for executives of Fortune 500 companies. She then joined KB Toys in Pittsfield, Massachusetts, as a financial planning assistant for the finance team before coming on board with Berkshire Banc Investment Services.

She currently resides in the Berkshires, Pittsfield, Massachusetts, with her husband, Paul, her daughter, Hannah, and son, Connor. They enjoy hiking, skiing, and relaxing with family and friends.



Investments are not FDIC-insured and are subject to risk, including loss of principal amount invested. Investments are not deposits of or obligations of the bank and are not guaranteed.

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