Berkshire Money Management Hires Compliance Officer

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PITTSFIELD, Mass. — Berkshire Money Management, a locally based investment advisory firm, has hired Jayne Bills, a veteran of Citigroup Treasury, as the firm's 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.

"We are fortunate to have been able to lure Jayne away from New York City to our Berkshire-based company," said Berkshire Money Management CEO and Chief Investment Officer Allen Harris. "This area has so much to offer other young professionals, and Jayne has a lot to offer to us."

Bills attended Providence College in Rhode Island, where she met her husband Dan. She graduated in 2007 with a B.A. in quantitative economics. For a decade, the couple lived in the New York City area, "commuting, competing, and, at times, wondering if there just might be a different way of life." The arrival of their son, August, gave them the incentive to find out. It was a perfect match — the job, the "Shire" and their mutual interests — hiking, cycling, and antiquing.

"We are excited to call the Berkshires home and for our family to embrace all the wonderful things the region has to offer," Bills said. "I am so grateful to have the opportunity to join Berkshire Money Management, to be part of a company that operates with a great level of respect not only for their clients and employees, but also for their community."

 


Tags: Berkshire Money Management,   

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