Investment group employee marks 20 years with firm
PITTSFIELD — LPL registered sales assistant Joseph Potash recently marked his 20th year with Balance Rock Investment Group. Potash joined Balance Rock in September 2000 and is one of the longest serving employees at the financial firm, which marked its 20th anniversary in 2018. The firm recently relocated to 378 South St.
Potash began his tenure at Balance Rock as an administrative assistant, and his responsibilities soon expanded to include investment product evaluation, mutual fund selection, asset allocation strategy, and participation in client meetings. In 2005, he began to meet with mutual fund representatives regarding fund selection and performance. Potash holds his FINRA Series 7 & 63 securities registrations with LPL Financial.
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