Berkshire Money Management Welcomes Deputy Chief Compliance Officer

Print Story | Email Story

DALTON, Mass. — Berkshire Money Management (BMM) welcomes Max Mejiborsky as Deputy Chief Compliance Officer.

Mejiborsky joined the firm in 2026 after nearly two decades of providing regulatory consulting services to BMM.

In his new role, Mejiborsky helps oversee the firm's compliance program and supports the team in navigating the regulatory requirements that shape its day-to-day work. His addition reflects BMM's continued investment in the people and processes behind a thoughtful, proactive client experience.

"Max has worked with us for nearly twenty years, so he already knows our team and how seriously we take our responsibility to clients," said Allen Harris, founder and CEO of Berkshire Money Management. "He brings deep knowledge, practical guidance, and a familiar perspective we value. We're excited to have him officially on the BMM team."

Before joining BMM, Mejiborsky spent nearly twenty years advising investment advisers through National Regulatory Services (NRS) and its successor organization, COMPLY. His work covered a broad range of regulatory and compliance matters, helping firms understand their obligations and put them into practice.



Previously, he practiced corporate law at Choate Hall & Stewart LLP, where he focused on secured financing transactions, mergers and acquisitions, and bankruptcy litigation.

Mejiborsky has shared his expertise through articles and commentary in leading industry publications, including The Hedge Fund Law Report, FundFire, Financial Planning, and Financial Advisor. He is also a frequent speaker at industry events, including the COMPLYConnect Conference & Expo, the Investment Adviser Association Compliance Conference, Fidelity's Powering Growth Inside Track, and the Egnyte Virtual Financial Services Summit.

He graduated summa cum laude and Phi Beta Kappa from Tufts University, earning a Bachelor of Arts in International Relations and Eastern European Studies. He received his Juris Doctor, cum laude, from Boston College Law School and is a member of the Massachusetts Bar.

Mejiborsky lives in eastern Massachusetts with his wife, daughter, and their dog, Stella, who joined the family as a puppy during the COVID pandemic.


Tags: Berkshire Money Management,   

If you would like to contribute information on this article, contact us at info@iberkshires.com.

Berkshire Money Management Welcomes Paraplanner

DALTON, Mass. — Berkshire Money Management (BMM) announced that Joseph Serrano has joined the firm as a Paraplanner, supporting the advisory team in developing comprehensive financial plans that help clients prepare for retirement.

Serrano earned his bachelor's degree in accounting from Massachusetts College of Liberal Arts (MCLA) in 2022 before completing his Master of Business Administration (MBA) in May 2025. His educational background in accounting and finance provides a strong foundation for helping advisors deliver thoughtful, personalized planning strategies.

Serrano first connected with Berkshire Money Management after meeting Founder and CEO Allen Harris through LinkedIn. What began as a professional connection soon became an opportunity to join the team.

"Joe brings a strong analytical background, a genuine curiosity, and a desire to keep learning," said Allen Harris, Founder and CEO of Berkshire Money Management. "His commitment to professional growth and helping others makes him an excellent addition to our planning team."

At BMM, Serrano works closely with advisors to prepare financial plans and support clients as they navigate important retirement decisions. He is also committed to continuing his professional education by pursuing additional industry designations that will further enhance the service he provides to clients.

Outside the office, Serrano enjoys spending time with his parents and his close-knit group of friends. He can often be found on the golf course, at the bowling alley, following Formula 1 racing, or cheering on his favorite soccer clubs.

 

View Full Story

More Dalton Stories