DALTON, Mass. — Berkshire Money Management welcomed Holly Simeone and Jared Reinstein.
Simeone is a client care specialist and will be at the helm of the BMM satellite office at 322 Main Street in Great Barrington, which is slated to open this summer.
"Our clients wanted us to be closer to South County," said founder and CEO Allen Harris. "To do that, we needed an all-star. We needed someone like Holly who can do it all."
Prior to joining BMM, Simeone, who has more than a decade of customer experience, was a dual employee for Lee Bank and October Mountain Financial Advisors, where she attended to client services, managing trust and estates, and private banking for wealth management clients. She has her Certified Estate and Trust Specialist designation from the Institute of Business and Finance, her Bachelor's in Business Administration from Fitchburg State University, and her Master's in Finance from the New England Institute of Business at Cambridge College.
Reinstein joins the advisor team at BMM.
"I hadn't planned on hiring a new advisor until 2025, but if you get a chance to hire someone of Jared's caliber you do that and you make sure he's part of your team," said Allen.
Reinstein comes to Berkshire Money Management with more than a decade of experience as a Financial Planner. He has worked for some of the most reputable firms in the Capital Region, including the Ayco Company (a division of Goldman Sachs), SEFCU Wealth Management, one of the largest credit unions in New York, and Citizens Investment Services, where he established and led a financial planning mindset for the region to showcase a financial planning process for clients. He is a Certified Financial Planner and a fiduciary and is a graduate of SUNY Plattsburgh, where he earned his Bachelor's in Communications.
|iBerkshires.com welcomes critical, respectful dialogue; please keep comments focused on the issues and not on personalities. Profanity, obscenity, racist language and harassment are not allowed. iBerkshires reserves the right to ban commenters or remove commenting on any article at any time. Concerns may be sent to email@example.com.|
- Berkshire Money Management Donates $10K to Suicide Prevention Group
- Dalton BOH Encourages Indoor Masking, Universal Vaccination
- 'Dangerous' Dalton Bridge Not Chosen for Federal Infrastructure Bill
- Taconic's Sixth-Inning Rally Secures Second Straight State Crown
- Taconic's Pitching Depth Keys Fourth Straight Sectional Title
- Mount Greylock Girls Claim Western Mass Tennis Title