Marianne Fresia Joins Team at Lee Bank
LEE — Chuck Leach, president and CEO of Lee Bank, announced that Marianne Fresia was named assistant vice president, private banking and trust services. She will focus on attracting, growing, and retaining Lee Bank’s trust clients, and will serve as liaison to October Mountain Financial Advisors’ team for clients interested in wealth management.
October Mountain Financial Advisors, an alliance of Lee Bank and St. Germain Investment Management, was formed earlier this year. In her new role, Fresia will act as a conduit between retail banking, commercial banking, and October Mountain Financial Advisors to ensure that customers are aware of and have access to products and services from all areas.
Fresia joins Lee Bank after serving for six years as a financial trust administrator at Berkshire Bank Wealth Management in Lenox. Prior to her position in wealth management, she held various roles at Berkshire Bank in Pittsfield. Fresia has completed coursework toward achieving the Certified Trust and Financial Advisor (CTFA) designation and will sit for the exam in August.