Berkshire Money Management Welcomes Two New Team Members

Print Story | Email Story
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.
1 Comments
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 info@iberkshires.com.

Berkshire Money Management promotes Zack Marcotte to Director of Financial Planning

DALTON, Mass. — The Berkshire Money Management team announced that "once-in-a-lifetime" employee, Zack Marcotte, has been promoted 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.
 
"Financial planning is the art of figuring out what you don't know," said BMM founder and CEO, Allen Harris. "It's tax planning, not tax compliance. It's increasing income, not decreasing lifestyle. It's  making sure you don't run out of money in retirement. The only team I want to trust with those high-value objectives is the team led by Zack Marcotte."
 
Marcotte recently earned an MS in Personal Financial Planning.
View Full Story

More Dalton Stories