In addition to working directly with clients of Berkshire Money
Management to create and monitor their portfolios, Mr. Harris
rigorously analyzes dozens of pieces of economic and market data
every day in order to find potential opportunities, as well as
to uncover potentially troublesome areas. As a result of Mr.
Harris’ successful
research, well-known financial companies and publications such
as Time Warner’s Mutual Fund Magazine and London-based
Associated New Media have sought his insight and knowledge of
industry growth and expectations. In addition, Mr. Harris has
contracted to write economic commentary and market updates for
various leading investor websites, including Investools.com (an
affiliate of CBSMarketWatch), WorldlyInvestor and Multex.com.
Prior to founding Berkshire Money Management, Mr. Harris earned
his Bachelor of Science degrees in Economics, Finance and Accounting
from the Massachusetts College of Liberal Arts and performed
his post-graduate work at the University of Massachusetts. Mr.
Harris also volunteered his teaching efforts of macro- and microeconomic
theory at a number of Massachusetts’ colleges. His reputation
and experience successfully launched him into a successful career
of securities analysis at a Fortune 500 company. He then moved
to the position of Chief Investment Officer for Dion Money Management
and The Fidelity Independent Adviser. Mr. Harris’ creative
and innovative application of theory and academia aligned with
years of real-world investment and research experience have proven
invaluable to his clients who rely on his professional services
for market forecasting.
Prior to joining Berkshire Money Management, Mr. Little was employed
at Morgan Stanley, one of the largest money management firms in
the U.S. At Morgan Stanley, Mr. Little was heavily involved in
the various marketing, portfolio evaluation and investment research
functions of the firm. While there, he gained invaluable knowledge
regarding asset allocation techniques, as well as securities and
risk analysis and was committed to providing the best possible
service to Morgan Stanley clients. Mr. Little brings that same
commitment and quality of service to Berkshire Money Management
clients.
Mr. Little studied and earned his BS degree in Business Administration
and Economics in New England at the Massachusetts College of
Liberal Arts. Mr. Little graduated with honors and was inducted
into the Greek honors societies Alpha Chi and Delta Mu Delta
for excellence in Business. Having passed his series 65 Investment
Advisor Law Exam, Mr. Little is an investment advisor representative
registered in the Commonwealth of Massachusetts.
Mr. Little has been a Berkshire County, Massachusetts resident
for over twenty-five years.
Ms. Carver left Naples, FL, where she was office manager for
Dion Money Management & The Fidelity Independent Adviser, a rapidly
growing international money management firm specializing in Fidelity
mutual funds, to work with Berkshire Money Management and our then
affiliate Navigator newsletters. Before this, she was coordinator
for one of General Electric’s Education Centers. Ms. Carver’s
management background in the financial industry and with large
organizations provides the experience needed to ensure that all
client accounts are set up properly, and that all client needs
are being met.
Ms. Carver earned her BS in Business Administration from Westfield
State College in Westfield, Massachusetts.
