About

^{Our Story}Your Goals Always Come First.

Charlesbridge Advisors is a wealth management firm dedicated to helping individuals, families, businesses, and nonprofits define what’s possible—and create a path to achieve it.

We believe wealth is about more than financial outcomes. It’s about the goals you’re pursuing, the impact you want to make, and the future you’re working to build. That’s why we take the time to understand what matters most, bringing together personalized planning, specialized expertise, and modern capabilities to help turn ambition into meaningful progress - and possibility into reality.

^{What Guides Us}The Cornerstone Of Our Work.

Goals First

Your goals come first. We start by listening—getting to know what matters to you, where you are today, and where you want to go. From there, we create thoughtful, personalized strategies designed to help you move forward with clarity and confidence.

Integrity & Reliability

We believe strong relationships are built on trust, honesty, and doing what we say we’ll do. As fiduciaries, we always put your best interests first, offering straightforward guidance and keeping you informed every step of the way.

Invested Locally

We live and work in the communities we serve, so our commitment here is personal. Through our affiliation with Dedham Savings and South Shore Bank, we pair sophisticated financial guidance with the local relationships, responsiveness, and community focus our clients value.

Proven Experience

Experience matters when you’re making important financial decisions. Our team brings deep knowledge across wealth management, financial planning, and investment strategy and applies it thoughtfully to your unique needs. The result is practical, personalized advice that can grow and adapt with you.

^{Our Team}An Experienced Partner In Every Season.

Kathryn Hersey, CFA®, MBA

President & Chief Investment Officer

Kathryn Hersey serves as President and Chief Investment Officer of Charlesbridge Advisors, where she leads the firm's strategic initiatives, investment philosophy, and advisory practice. She works closely with advisors and clients to deliver thoughtful solutions that help individuals, families, and institutions pursue their goals with clarity and confidence.

Kathryn brings extensive experience in wealth management leadership, strategic planning, and investment management. Prior to joining Charlesbridge Advisors, she served as Managing Director and Chief Investment Officer of Berkshire Bank's Wealth Management business, where she played a key role in advancing strategic priorities, enhancing the client experience, expanding advisory capabilities, and leading investment oversight. During her tenure, she helped expand assets under management, launched new investment solutions, developed new business channels, and championed initiatives that strengthened the firm's advisory offering and supported long-term growth.

Earlier in her career, Kathryn was a Senior Portfolio Manager at Cambridge Trust, where she developed and managed diversified investment strategies for individuals, families, nonprofits, and institutions. She managed complex client relationships, helping clients establish investment objectives, develop asset allocation strategies, and implement customized portfolio solutions. Her experience spans investment strategy, asset allocation, portfolio construction, fixed income management, equity and credit research, risk management, and fiduciary oversight.

Kathryn earned an MBA in Finance from Babson College and a BA in Computer Science and English from Amherst College. She captained the soccer and basketball teams while at Amherst and was inducted into the New England Basketball Hall of Fame and the Westford Academy Athletics Hall of Fame. Kathryn holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute and CFA Society Boston, as well as the Boston Estate Planning Council.

Outside of work, Kathryn enjoys spending time with her family and remains active in her community. As a former collegiate athlete, she continues to be engaged in youth athletics and local organizations.

Robert Boon

Chief Compliance Officer

Robert Boon is Chief Compliance Officer at Charlesbridge Advisors, where he leads the firm’s compliance program and helps ensure adherence to regulatory requirements, internal policies, and ethical standards. His extensive financial services experience includes serving as Managing Director at Mascoma Wealth Management, and time spent at Ledyard Financial Advisors, and TD Bank. Robert earned a Bachelor of Arts from Bowdoin College. A longtime Cape resident, he has also served as Select Board Chairman for the Town of Sandwich.

John Muse, CFP®

Senior Investment Advisor

John Muse, CFP^®, is a Senior Investment Advisor who helps individuals and families navigate financial decisions with thoughtful, goals-based planning advice and solutions. John brings extensive experience in the financial services industry and a deep understanding of financial markets and the importance of examining the complex interrelationships of family wealth.

Prior to joining Charlesbridge Advisors, John served as a Vice President on Berkshire Bank’s wealth management team, was an advisor at Minot Wealth, and held senior positions at J.P. Morgan’s Private Bank and Merrill Lynch’s Private Banking and Investment Group. He holds the CERTIFIED FINANCIAL PLANNER^® designation and is a graduate of Amherst College and a former board member of Hope House-Boston.

Liam McManus, CFA®

Investment Advisor

Liam McManus, CFA, is an Investment Advisor who specializes in wealth management, strategic asset allocation, portfolio construction, and investment research. Liam works closely with clients to develop disciplined investment strategies tailored to their goals, risk tolerance, and long-term objectives, with a focus on practical, evidence-based advice, and transparency.

Prior to his current role, Liam served as an Investment Associate at Berkshire Bank Wealth Management and held product management roles at Wilmington Trust. He earned a B.S. in Finance from the University of Rochester and holds the Chartered Financial Analyst (CFA®) designation. Liam also serves on the CFA Society Boston Emerging Leaders Committee. Outside of work, he enjoys skiing in Vermont, spending summers in Maine, and following Boston sports.

^{Let's Begin}Make Your Possible.

Every meaningful goal starts with a vision of what's possible. Charlesbridge Advisors helps you define that vision and create a personalized path to help Make Your Possible.

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