James Kane Joins Team PFA!

James Kane joined Penobscot Financial Advisors September 15th, 2020 as a Portfolio Administrator. James graduated from Loyola University Maryland with a degree in Finance, and has experience in equity research and trading – rewarding him with the skillset to tackle any challenge and deliver superior client service in his new role with PFA. When not […]

E1: “What the F???”

PFA Launches a Podcast – Financial Discretion Advised Executive Summary Abrin Berkemeyer CFP® and Tyler Hafford recorded the first episode “What the F???” to kick off our new podcast Financial Discretion Advised.  The two delve into the most important question to ask your financial advisor: Are you a fiduciary?  After this quick 17-minute listen, you […]

University of Maine Alumni Association’s 21st Golf Classic

    Penobscot Financial Advisors sponsored the University of Maine Alumni Association’s 21st Annual Golf Classic last week.  PFA team members Jim Bradley, Craig Joncas and Tyler Hafford enjoyed the day golfing for a great cause! We love maintaining close ties with the University of Maine communities and Alumni Associations.  Higher education in Maine is […]

Abrin Berkemeyer Receives his AIF® Designation

Congratulations to Abrin Berkemeyer for completing his Accredited Investment Fiduciary® (AIF®) last week! The AIF® designation requires an understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and the process for carrying out fiduciary responsibility. The program consists of rigorous coursework, an examination and a commitment to following […]

Hannah Tackett Completes the IACCP® and is Promoted to CCO

We are thrilled to announce that PFA’s Chief Operations Officer, Hannah Tackett, has earned her Investment Adviser Certified Compliance Professional® designation! The IACCP® Program requires completion of rigorous coursework, a minimum level of experience, ethical assessment and a successful result on the Certifying IACCP® Examination – which Hannah passed last week. Additionally, it calls for commitment […]