Schmick Joins Berkshire Money Management of Pittsfield
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"Everybody in the area knows Bill — either through his weekly newspaper columns, his blog site www.afewdollarsmore.com, or some other, more direct positive impact," said Allen Harris, president and chief investment officer of Berkshire Money Management. "Berkshire Money Management has silently grown to one of the largest and most successful financial firms in the region. Bill is the perfect candidate to help us make some noise by helping the huge number of this area's investors who are looking to make the move from their current situation to an investment management team that offers complete and timely advice."
Schmick will be working directly with Harris in managing client portfolios and establishing the firm as the largest investment adviser in the region. His responsibilities include day-to-day analysis of both the global bond and stock markets while helping to shape the client's portfolio to meet the challenges of today's markets. He will also use his 30 years of financial experience to communicate with and expand the firm's client base in the region.
His recent track record of identifying and helping investors avoid the worst of last year's decline in the markets coincides with Berkshire Money Management's own performance during that period, said Harris.
"We think the same way and agree on most of the variables that will be important in shaping the markets in the years to come," Schmick said of Harris, his new boss. "He is no bull-market baby and has a great team of professionals who are not wedded to the buy-and-hold approach that devastated most investors' portfolios over the last 18 months."
Schmick earned a bachelor's degree in journalism from Temple University after serving four years in the Marine Corps during the Vietnam War. He also earned a master of business administration from New York University and a certificate in financial planning from Kaplan University.
Schmick also writes financial columns for some of the largest publications in the tri-state region and is a regular contributor to iBerkshires.com. He resides with his wife, Barbara (who will also be joining the firm shortly), in Hillsdale, N.Y.
Berkshire Money Management manages more than $180 million for clients throughout the Berkshire region. For information about Berkshire Money Management or to contact Schmick, call toll free at 888-232-6072.
Editor: OK children, I am cutting off comments that are repetitious or simply name-calling. Grow up.
If you have a grievance or question of either Mr. Harris or Mr. Schmick, I suggest you contact them personally. They are very easy to get a hold off. So am I: Tammy Daniels, 413-663-3384, Ext. 29. See? We use our real names.
