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Greylock Expands Financial Planning and Investment Services
![]() Michael Fazio, CFP, CTFA, Senior Vice President, Financial Planning and Investment Service
Tony Clement, CFS, Vice President of Financial Services
Michael A. Fazio was hired as Senior Vice President Financial Planning & Investment Services and Anthony Clement was promoted to Vice President. Greylock President Angelo C. Stracuzzi said, “With Mike’s leadership in financial planning and Tony’s strong in-depth knowledge of mutual funds, annuities and other services, we have a solid base on which to build one of the most renowned financial planning and investment groups in Berkshire County.” Fazio, who is a Certified Financial Planner (CFP) and a Certified Trust and Financial Advisor (CTFA), brings more than 15 years experience in investment services. Fazio began his career working for Merrill Lynch and Ayco, a Goldman Sachs Company. He was most recently a Senior Vice President for Legacy Portfolio Management, Legacy Banks’ investment division. Clement, a Greylock Financial and Insurance Services representative for 8 years with over 14 years experience in financial services, was recently awarded the designation Certified Fund Specialist (CFS) from The Institute of Business & Finance (IBF). This designation, which is one of the only nationally recognized mutual fund designation, is conferred upon candidates who complete a one-year educational program focusing on closed-end funds, mutual funds, ETFs, REITs, UITs, and modern portfolio theory. Prior to joining Greylock, Clement was an American Express Financial Advisor. Fazio said, “I am so pleased to join this team. In Berkshire County, Greylock is a well- trusted brand for financial services. There are thousands of people in the area who can benefit from financial planning but are not comfortable going to a broker or calling the shots for their own investments. That’s what we are here for. Our goal is to have the right financial service whether you are thinking about a college fund or setting your sites on retirement.” Greylock Senior Vice President Kent Hudson said, “People all over Berkshire County have told us they want easier access to a professional financial planner. Under Mike’s leadership, Greylock will offer a full array of services including financial planning, retirement planning, investment management, mutual funds, annuities and portfolio management.” The Greylock Financial & Insurance Services[1] team is located upstairs in the Greylock Insurance Agency building at 128 South Street, Pittsfield. Two additional financial planners are expected to join the group in 2008. For more information please call 413-997-8080. Greylock Federal Credit Union was recently rated the top credit union in the United States for total value returned to Members/Owners according to Callahan & Associates, a national credit union research and consulting firm. Greylock Membership is open to anyone who lives, works, attends school, worships or regularly conducts business in Berkshire County. Greylock Federal is wholly owned by its more than 60,000 members and Greylock offers full-service branches in Pittsfield, Great Barrington, Lee, Adams, North Adams, and Williamstown. More information is available at www.greylock.org. |
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