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Berkshire Money Management Hires Compliance Officer

Bills joins an already growing team of committed advisors and will be dealing with the Securities and Exchange Commission (SEC) and all of its outside regulatory requirements and internal policies. She has the essential task of effectively communicating Berkshire Money Management's ethics principles and compliance regulations to the SEC and to BMM's client community.

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Berkshire Money Management CEO Earns CEPA Designation

Harris participated in the intensive, four-day, MBA-style program offered by the Exit Planning Institute in Chicago. The CEPA program is the most widely accepted in the world and was specifically designed for business advisors who work closely with private companies.

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Berkshire Money Management Pays For BCC Nursing Exams, Licensing

The times Bill Schmick from Berkshire Money Management was in the hospital, it was BCC graduates who helped him. For that he is grateful. So grateful that he's helping Berkshire Community College nursing students with their licensing and exam fees. Berkshire Money Management on Monday donated $7,740 to the 18 students currently enrolled in the college's nursing program. The money will pay for the exam and licensing costs for when the students graduate and enter the field.

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Berkshire Money Management Welcomes New Executive Director

Coughlin joined the BMM team in December. He will be focusing on new business development, portfolio management, and client education and communication.

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