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Mini bill schmick
Berkshire Money Management
Dalton, MA

Bill Schmick

MBA
Investment gains are important, but so is protection. Our job isn’t to just grow your portfolio in the goods times, but to protect it in the bad times.
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Meet Bill

Intro to Berkshire Money Management - Bill Schmick
Intro to Berkshire Money Management - Bill Schmick
Video Transcripts

Bill is one of the pioneers of international investing in the United States. A sixty-year veteran of over 30 bull and bear markets around the world, he got his start as an institutional broker at Drexel Burnham Lambert—across the desk from junk bond king, Mike Milken, back in 1981.

In his words, “I learned the business by covering some of the real icons of the financial markets.”

Over the next…

Bill is one of the pioneers of international investing in the United States. A sixty-year veteran of over 30 bull and bear markets around the world, he got his start as an institutional broker at Drexel Burnham Lambert—across the desk from junk bond king, Mike Milken, back in 1981.

In his words, “I learned the business by covering some of the real icons of the financial markets.”

Over the next decade, he established international equity departments for some of the best-known names on Wall Street including Merrill Lynch, Prudential Bache, Dillon Reid and Salomon Brothers as well as British investment banker, Flemings. In the process, he introduced hundreds of companies from Asia, Africa and Europe to American investors and helped many of them list on U.S. stock exchanges. He is also a veteran investor in the world’s currencies, stocks and bonds markets.

In the late Eighties, he turned his attention to emerging markets, sensing that the U.S. appetite for investments in Latin America, Eastern Europe, and parts of developing Asia had finally arrived. He is also an expert in mines and metals.

“I traveled extensively visiting companies everywhere from Papua Niugini to Medellin, Columbia. I think I have been in every major precious and base metals mine in the world at one time or another.” Over his 28 plus years in financial markets, he has worked as an investment strategist, a research analyst, and an institutional broker and money manager.

Prior to joining Wall Street, Bill had enjoyed a successful 15-year career as an award-winning journalist for some of the nation’s largest publications including Forbes Magazine. “I never gave up my love for journalism and writing,” he explains, and I probably never will.”

Today, he continues to practice that profession and has found a happy medium as a money manager and an investment columnist, writing several weekly investment columns for several regional publications including the Berkshire Eagle and a widely-read blog, “afewdollarsmore.com”. His voice is also heard by thousands of listeners daily as WBRK Radio’s Market Watch commentator.

Through his investment columns, Bill began warning investors in early 2008 that the markets were heading for a serious decline and actually came within 14 points of calling the bottom on the S&P 500 Index in 2009. He also protected many of his investment clients during the financial crisis.

Here at Berkshire Money Management, Bill works directly with new and prospective clients in creating and monitoring portfolios. In addition, he works directly with new clients in developing an investment strategy to suit their goals and needs.

A Fulbright Fellow, Bill earned his B.A. from Temple University in 1974 and his M.B.A. from New York University in 1981. He recently completed a certificate in financial planning from Kaplan University. He was and always will be a U.S. Marine serving his country during the Vietnam War and earning several medals including the Bronze Star and Purple Heart.


Services offered

Investment Management
Financial Planning
Retirement Planning
College Planning
Estate Planning

Experience with

Small business owners
Medical professionals
Entrepreneurs

Fee structure

Based on % of assets

Education

MBA - New York University
Bachelors - Temple University
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