Category

News

News
October 30, 2020

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…
News
August 17, 2020

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…
News
August 7, 2020

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.…