Berkshire Money Managemen Adviser Gains Designations

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DALTON, Mass. — Zack Marcotte, a financial adviser on the Berkshire Money Management team, has been awarded the Accredited Investment Fiduciary designation as well as the Accredited Wealth Management Advisor designation. 

The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. It is the culmination of a rigorous training program. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation. 

The AWMA designation requires completing a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives and culminates with a complex exam that encompasses "real life" situations. Designees must renew their designation every two years by completing 16 hours of continuing education.

"The financial world isn't getting any easier for families to navigate," Berkshire Money Management founder and CEO Allen Harris said. "Once upon a time, financial advisors just picked investments and called you once per quarter. People like Zack know that’s old school. Today we find that investors, especially those with more assets, need a suite of services."

A native of the Berkshires,Marcotte began working at BMM while he was still in high school. Over the next decade, he was an integral part of building the firm (literally) from the ground up. He attended MCLA while still working with the seasoned team at BMM and earned his bachelor of business administration. He now serves as a financial adviser specializing in retirement planning.

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Gotta Dance, Gotta Sing: There's Both This Week on Local Stages

By Grace LichtensteinGuest Column

Downtown Pittsfield Third Thursdays — TL Collective

Each third Thursday of the month, streets are closed in downtown Pittsfield and all kinds of music rocks the city. Featured June 20 at 6 p.m. in the Dance Zone at the north end of the street festival is TL Collective, the athletic, family-friendly contemporary and hip-hop moves of Micaela Taylor's company. The group performs an evening length work "Drift." The aim, according to organizers, is to "demonstrate an individual's ever-changing relationship to self while exposing a personal season of self-growth."

You can find the dance zone near the corner of Bradford and North Streets in front of St. Joseph’s Church.  This program is a presentation of the Berkshires stalwart Jacob's Pillow.

 

Jacob's Pillow


Ballet BC is coming to Jacob's Pillow this week.

At the Pillow's expansive home in Becket, the featured company in the Ted Shawn Theater this week is Ballet BC, which is celebrating 10 years under the innovative leadership of artistic director and former company member Emily Molnar.

"Truly contemporary" is how one reviewer described the Vancouver-based troupe. On the bill this week is Molnar's most recent work "To this day," along with the U.S. premiere of "Bedroom Folk." The latter work originated with the Nederlands Dans Theater and was created by Israeli collaborators Sharon Eyal and Gai Behar, among others.

This program runs Wednesday, June 19, through Sunday, June 23, at 8 p.m.,  with matinees on Saturday and Sunday in addition to evenings.

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