Lee Bank Names New Assistant VP, Private Banking and Trust Services| 03:49PM / Friday, June 17, 2016 | |
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LEE, Mass. — Marianne Fresia has been named to the position of assistant vice president, private banking and trust services, at Lee Bank.
In her new position, Fresia 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. Formed earlier this year, October Mountain Financial Advisors, an alliance of Lee Bank and St. Germain Investment Management, provides client-centered investment management, financial planning, and trust administration services to clients in Berkshire County and throughout New England.
As assistant vice president, private banking and trust services, 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.
“We are pleased to welcome Marianne to the Lee Bank team,” Chuck Leach, president and CEO of Lee Bank, said. “As Lee Bank now has trust powers, Marianne’s outstanding qualifications and skillset enable us to offer trust administration services, including acting as personal representative of an estate, trustee under will or agent under custody, safekeeping and investment management arrangements.”
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