Meet the Team
Marianne S. Fresia, CTFA
Marianne brings 20 years of banking knowledge and customer service to the department. The last 10 years she has spent in the Wealth Management area of banking, focusing on trusts. She has completed course work at Cannon Financial Institute to obtain the Certified Trust and Fiduciary Advisor designation.
President & CEO
Chuck has almost 20 years of wealth management experience in leadership roles with larger organizations including TD Bank and Berkshire Bank. Given his background, he sits on Lee Bank’s Trust Committee and led the effort to gain trust powers and formalize the trust department.
Holly Simeone, CES™
Trust Administration Coordinator
Holly has over 8 years customer service experience with more than 5 years in banking. She graduated Summa Cum Laude with a Masters of Science in Finance from the New England College of Business. She has obtained the Certified Estate and Trust Specialist (CES™) designation.
NOT FDIC INSURED
NOT GUARANTEED BY THE BANK
MAY LOSE VALUE