Berkshire Money Management promotes Zack Marcotte to Director of Financial Planning

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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.
 
In his free time, Zack enjoys wood working, going to the gym, and venturing into the wilderness with his dog, also a long-time member of the BMM family, Dexter.

Tags: Berkshire Money Management,   promotions,   

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Dalton CRA Golf Tourney Planned

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DALTON — The 28th annual Dalton Community Recreation Association Golf Tournament will be held Monday, June 27, at Wahconah Country Club, with major sponsorship by Pittsfield Cooperative Bank.
 
The $150 per person entry fee includes green fees, cart rental, lunch provided by Pittsfield Pipers, dinner provided by Hill-Engineers, Architects and Planners, prizes, and a hole-in-one contest sponsored by Haddad Dealerships. All proceeds will benefit the nonprofit CRA’s Dalton Youth Center programs, summer camps, sports programs, and financial aid for the less fortunate.
 
The captain and crew event begins at 11 a.m. with registration and lunch, followed by a 12:30 p.m. shotgun start. A 5:30 p.m. putting competition (sponsored by Kelly’s Package Store), dinner and awards program will conclude the evening.
 
Participation is limited to the first 120 paid players by June 20. Sponsorship opportunities are still available. For further information, please contact Dustin Belcher at (413) 684-0260, Ext. 203 or dbelcher@daltoncra.org.
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