October Mountain Financial Advisors to Hold Grand Opening Sept. 16
LEE — As a kickoff to Lee’s Founders Weekend festivities, October Mountain Financial Advisors, located at 103 West Park St., will hold a grand-opening celebration and ribbon-cutting ceremony on Friday, Sept. 16 at 5 p.m., followed by an open house.
The public is invited to attend the event, which will feature remarks by State Rep. William “Smitty” Pignatelli; Colleen Henry, executive director of the Lee Chamber of Commerce; Chuck Leach, president of Lee Bank; and Michael Matty, president and director of St. Germain Investment Management.
October Mountain Financial Advisors, an alliance of Lee Bank and Springfield-based St. Germain Investment Management, provides asset-management, financial-planning, trust-administration, private-banking, and credit services to clients in Berkshire County and throughout New England, with a singular focus on the client and not on the demands of Wall Street or shareholders.
“I’m thrilled that, in a very short amount of time, October Mountain is up and running with a significant and growing client base,” said Leach. “The fact that the response has been so positive tells me there is a significant need in our backyard for this initiative. I’m immensely pleased to be working with St. Germain given their long and stable history and phenomenal record of community service. Our intention is to make a positive impact on people’s lives.”
As part of the ribbon-cutting ceremony, October Mountain Managing Director Gary Schiff will present checks totaling $10,000 to benefit six nonprofit community organizations, including the Lee Food Pantry, the Lee Senior Center, the Lee Youth Assoc., the Literacy Network of South Berkshire, Berkshire South Regional Community Center, and the Boys & Girls Club of the Berkshires.
“We place the highest value on our community, buying local and providing locally generated investment decisions,” said Schiff. “I welcome everyone to stop by our grand-opening celebration on Sept. 16 to take the opportunity to meet our investment team and learn more about the locally based financial services we provide.”
October Mountain Financial Advisors is wholly comprised of Berkshire-based professionals, including Schiff; Timothy Suffish, senior vice president and head of equities; Richard Bleser, vice president, portfolio manager; Matthew Farkas, vice president, portfolio manager; and Thaddeus Welch, portfolio manager, along with Marianne Fresia, Lee Bank’s assistant vice president, private banking and trust services.