Berkshire Money Management Announces Hirings and Promotion

Berkshire Money Management Welcomes Compliance Professional

As Compliance Professional, Julia Lewis is responsible for Berkshire Money Management's internal compliance program, employee training, and processes and procedures.

Berkshire Money Management Welcomes New Members to Financial Planning and Advising Teams

Angela Elzner joins the firm as a paraplanner in the financial planning department and Kyle Lyman steps into the role of financial associate.

Berkshire Money Management Welcomes New Team Members

Together, the pair add to Berkshire Money Management an array of operations, creative, IT, and marketing skills.

Berkshire Money Management Welcomes Marketing Specialist

Kameron brings more than 10 years of marketing experience to the newly established role. Kameron will assist the Director of Community Development, Nichole Dupont, in all assets of marketing operations.

BMM Employee Receives Retirement Income Certified Professional Designation

Reinstein is a Certified Financial Planner and a fiduciary at BMM, and a graduate of SUNY Plattsburgh.

BMM Welcomes Client Care Team Member

Smith will assist with client onboarding, scheduling, and assisting current clients with all of their service needs.

Berkshire Money Management Donates $25K in Food to Thanksgiving Angels

On Friday, BMM presented the organization with a big $25,000 check, doubling its fundraising efforts during a year of increased need. The funds are a match to what the organization was able to gather.

Berkshire Money Management welcomes Nadia Dubowyj

Dubowyj is focused on developing lasting, beneficial relationships with our clients. Her background and expertise allow her to provide clients with first-class service toward their financial goals.

Berkshire Money Management promotes Zack Marcotte to Director of Financial Planning

Marcotte began working at Berkshire Money Management during his senior year of high school. He has witnessed and participated in the building of the firm from startup to success. Marcotte's 13 years working side-by-side with BMM's professionals has provided the kind of on-the-job training that led to his desire to become a financial advisor.

Berkshire Money Management Promotes COO

Natalie Wheeler, who joined the firm at the very beginning of 2020 as Operations Manager, is now the Chief Operating Officer (COO).