Berkshire Money Management CEO Earns CEPA Designation

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PITTSFIELD, Mass. — Berkshire Money Management's CEO and chief investment officer Allen Harris has recently earned the Certified Exit Planning Advisor (CEPA) certification.

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.

"Not only is new business creation important to the vitality of the community, but so is recognizing and maximizing the value of existing companies," Harris said. "We can accomplish this by helping businesses with strategic planning--de-risking, taking action on growth initiatives. Ultimately, baby boomer business owners will look to transition ownership as they enter into their hard-earned retirement."



BMM has been helping business owners transition from ownership for years and nearly 25 percent of Berkshire Money Management clients are business owners, many of whom have an eye toward retirement and transitioning within the next 10 years, or who have already sold their business with BMM's guidance and continued support.

"It's to their benefit, and to that of our whole community, that these business owners are able to pass the torch of a strong business to the next generation," Harris said. "It ensures continued vitality."

 


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Greylock Federal Credit Union Reopens Kellogg Street Branch

By Jack GuerinoiBerkshires Staff

A crowd gathers for the grand reopening of the Kellogg Street branch.
PITTSFIELD, Mass. — Greylock Federal Credit Union returned "home" with the grand opening of its newly renovated Kellogg Street branch that also houses the new Community Empowerment Center.
 
"Why did we invest millions here?" John Bissell, president and chief executive officer, asked before Monday's ribbon-cutting. "Because this is our home. This was Greylock's first home. This nieghborhood has been our heartbeat since 1935."
 
The expanded and renovated building will not only offer typical banking services but also free counseling to help residents with their financial futures. 
 
Vice President of Administration Jamie Ellen Moncecchi said Greylock looks to give residents in need the tools and resources to help them navigate their financial lives. She went on to say the center will offer free community education, budgeting and credit building classes, and loan coaching.
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