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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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Abrin Berkemeyer Receives his AIF® Designation

By News

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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2020 Q2 Market Commentary

By Market Commentary, News

A video recording of Jim and Sam discussing the Q2 Commentary can be viewed HERE. MARKET REVIEW Stocks rebounded from a dismal March by posting their best monthly returns since 1987, as investors were encouraged by the expectation of additional government stimulus programs and hope that the economy would be…

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2020 Q1 Market Commentary

By Market Commentary, News

Market Review The world’s economies and stock markets have been rocked by the spread of COVID-19. Investors’ fears prompted a major sell-off in February and March, plunging stocks well below their 2019 closing marks. Nevertheless, 2020 started off in a positive way. Following a strong 2019, stocks were slow to…

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