From our convenient offices in the Berkshires, we have access to the unique resources of RBC Wealth Management and those of our parent company, Royal Bank of Canada (RBC), the tenth safest bank in the world as measured by Global Finance. Our group uses a multi-disciplined and holistic approach to uncover client needs, create customized solutions, provide ongoing monitoring of progress and deliver quality service.

Matthew Chester, CFP®

Vice President - Branch Director, Portfolio Manager - Portfolio Focus

413-236-8567 | Email |
413-236-8572

Matt is a Financial Advisor with RBC Wealth Management. He relocated to the Berkshires from New York City, where he spent years on Wall Street working on the legal side of the financial services industry, including positions in both the public and private sectors. Having established a solid foundation in securities, Matt focuses on helping individuals achieve their financial goals through customized wealth management and portfolio design that addresses each client’s unique needs, goals and risk tolerance. He prides himself on simplifying complex financial topics and products to ensure that clients have a complete and thorough understanding of their finances. Outside of work, Matt is an active member of the Berkshire community. He volunteers with the Literacy Network of South Berkshire and WiredWest and participates as a member of the Stockbridge Cultural Council and the Berkshire Young Professionals. He is also an avid runner, cyclist and hiker. Matt received a B.S. in Economics and a B.A. in Asian Studies from The George Washington University and earned his law degree from the Benjamin N. Cardozo School of Law. He lives in Stockbridge with his wife Catherine.

“Working as a team, our clients have the benefit of a group of trusted, knowledgeable and accessible advisors who can provide objective and personalized solutions for the wide variety of financial issues that may arise.”

Brooks Sherman, CFA

Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

413-236-8568 | Email |
413-236-8572

Brooks was born and raised in Berkshire County.  After graduating from Williams College in 2009 with a degree in Religious Studies, he spent time living and working in Boston, Los Angeles, and Providence before returning to the Berkshires to take a position with The Sherman Investment Group. He is a CFA Charterholder and also holds his Series 7, Series 66, and MA life and long term care insurance licenses.  Brooks’ work as a team member and advisor primarily focuses on providing recommendations for matching investments with specific client goals, as well as ensuring that client assets are invested in line with their risk tolerance and the Group’s views of the world economy and markets.  He believes that the keys to financial success are developing a plan, understanding the risks involved, and having the patience to see it through.

 

Outside of work, Brooks is an active member of the First United Methodist Church of Pittsfield and of the Pittsfield Rotary Club. He enjoys appreciating the arts, especially live music and theater, and studying history and political thought.  He is also working on expanding the list of dishes he can cook. He currently resides in Pittsfield, MA.

Christine Frenier

Branch Service Mgr/Sr Registered Client Assoc

413-236-8562 | Email
413-236-8572

Christine has been in the financial services industry since 1980, working as an operations supervisor and registered client associate for national brokerage firms.  As a Branch Services Manager with RBC Wealth Management, Christine oversees all operational and service related activities in the Pittsfield, MA branch office.  She is also a Senior Registered Client Associate and assists the Sherman Investment Group.  Christine attended Berkshire Community College, where she majored in Business Administration.  She has been Series 7 licensed since 1987.  Christine lives in Berkshire County.  Her son, Jamie lives in Arizona, with his wife Jodie and daughter Sydney.

“I take great pride and enjoyment in helping our clients reach their financial goals and dreams.  I believe in treating each and every client with respect and dignity; I do whatever I can to make this financial journey as easy as possible for them.  I have a philosophy that I like to live by: "There’s always tomorrow before your last setting sun and everything your heart has longed for has yet to be won,” which are lyrics from a song by my favorite musician; I try to apply this to everything I do in my professional and personal life.”

Kimberlee Cohen

Client Associate

413-236-8566 | Email
413-236-8572

 

Kimberlee is a Client Associate with RBC Wealth Management. She has eight years of operational and service experience.  Kim has a degree in business software systems from Berkshire Community College.

“I take my job very seriously and I believe in helping out each and every client as if they were family.  I know that dealing with financial matters can be overwhelming, so I do my best to make it as simple as possible for the client.  I focus on making old and new clients alike feel as comfortable as possible as soon as they walk through the door.”