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News

James Kane Joins Team PFA!

By News

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…

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E1: “What the F???”

By News, PFA Ponderings

PFA Launches a Podcast – Financial Discretion Advised 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…

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Abrin Berkemeyer Receives his AIF® Designation

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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…

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Hannah Tackett Completes the IACCP® and is Promoted to CCO

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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….

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