Meet the Team
Marianne S. Fresia, CTFA
Vice President
413.243.9232
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.
Chuck Leach
President & CEO
413.243.9292
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
Trust Administration Coordinator
413.243.7621
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 the Trust 1 Certification and is working towards obtaining the Certified Estate and Trust Specialist (CES) designation.
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NOT FDIC INSURED |
NOT GUARANTEED BY THE BANK |
MAY LOSE VALUE |