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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Dalton COVID Numbers Droppings, Schools Reopened

By Brittany PolitoiBerkshires Staff

DALTON, Mass. — Over the past two weeks, the town of Dalton has only seen five new cases of COVID-19 and the Board of Health on Monday said case counts are going in a positive direction.

"I think because we are organized with the three large scale vaccination sites for the county, and the public health infrastructure and the health care community collaborated on it, we have been able to get a leg up on other parts of the commonwealth," Berkshire Health Systems Dr. Daniel Doyle reported.

Twenty percent of Berkshire County's population has received their first dose of the COVID-19 vaccination as of Thursday and around 8 percent have received the second dose. There were more than 3,000 Berkshire County residents vaccinated on Saturday.

The board estimated that the majority of residents over 75 years of age who wish to be vaccinated have been. On Jan. 27, the Dalton Council on Aging began assisting elders without computer or internet access and Director Kelly Pizzi said about 300 people per business day had been helped to secure an appointment. 

Dalton currently utilizes the central Berkshire vaccination site at Berkshire Community College because it would reportedly not be efficient to hold smaller-scale vaccination clinics given the extremely cold storage temperature requirements of the Moderna and Pfizer vaccines.  

The Pfizer vaccine has to be kept at minus-70 degrees Celsius and the Moderna can be kept slightly warmer.

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