Stacey Lee Carver

Founder at Berkshire Money Management, Inc.

Finance

Consumer Services

Profile

Ms. Stacey L.
Carver is a Co-Owner & Chief Engagement Officer at Berkshire Money Management, Inc. She brings a lifetime of experience in managing both large and small corporations.
Ms. Carver was previously employed as a Principal by Atlas Private Wealth Management LLC.
She earned a BS degree in Business Administration from Westfield State College.

Stacey Lee Carver active positions

Companies	Position	Start
Berkshire Money Management, Inc. Berkshire Money Management, Inc. Investment ManagersFinance Berkshire Money Management, Inc. (BMM) is an independent, SEC-registered investment advisor headquartered in Dalton, Massachusetts. The firm was founded by Allen Harris and Stacey Carver in 2001. BMM offers advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business entities.	Founder	01/04/2001

All active positions of Stacey Lee Carver

Former positions of Stacey Lee Carver

Companies	Position	End
Atlas Private Wealth Management LLC Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts.	Corporate Officer/Principal	-

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Training of Stacey Lee Carver

Westfield State University

Undergraduate Degree

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Linked companies

Private companies	2
Berkshire Money Management, Inc. Berkshire Money Management, Inc. Investment ManagersFinance Berkshire Money Management, Inc. (BMM) is an independent, SEC-registered investment advisor headquartered in Dalton, Massachusetts. The firm was founded by Allen Harris and Stacey Carver in 2001. BMM offers advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business entities.	Finance
Atlas Private Wealth Management LLC Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts.	Finance