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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

TitlePresident & Chief Investment Officer
OwnershipUnder 5%
Control personYes
Since2026
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