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Lee Bank and October Mountain Financial Advisors Welcome Tanya Haas as Vice President, Trust & Private Banking

Lee Bank and October Mountain Financial Advisors (OMFA) are pleased to welcome Tanya Haas as Vice President, Trust & Private Banking. In this dual role, Tanya will support clients of both organizations with personalized guidance in trust services and wealth management. She will be based at the OMFA and Lee Bank offices on South Street in Pittsfield.

Tanya brings over 30 years of experience in banking and financial services, having advanced her career through a variety of roles across the industry. As a Certified Trust and Fiduciary Advisor (CTFA) and Certified Senior Advisor (CSA®), she is known for her thoughtful approach, long-standing client relationships, and deep ties to the Berkshire community.

Her addition reflects Lee Bank’s ongoing investment in Pittsfield. The opening of the South Street location has served as a foundation for growth—allowing the Bank to expand its team, enhance branch services, and deepen community partnerships that support local businesses, residents, and revitalization efforts.

“Tanya’s experience, professionalism, and genuine care for clients make her a tremendous asset to our team,” said Chuck Leach, President & CEO of Lee Bank. “She strengthens our trust and private banking services and supports our efforts and long-term commitment to the City of Pittsfield.”

In addition to her professional expertise, Tanya is actively involved in the community, serving on local nonprofit boards and volunteering in areas such as elder services and financial literacy.

“We’re excited to welcome Tanya,” said Tim Suffish, CFA®, SVP, Head of Equities at OMFA. “Her client-first mindset and local knowledge are a perfect fit for OMFA’s mission.”

Lee Bank and October Mountain Financial Services have a longstanding strategic alliance with shared clients. October Mountain Financial Advisors is a d/b/a of St. Germain Investment Management, Inc. For more information, visit: https://www.leebank.com/financial-trustee-services/october-mountain-financial-advisors.html