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Marianne F
CFP®
Lee, MA
St. Germain Investment Management
Marianne Fresia is a CFP® professional with nine years of experience in financial advisory roles. She has worked at St. Germain Investment Management since 2016 and concurrently serves as AVP of Private Banking and Trust Services at Lee Bank. Outside of her advisory work, she is treasurer for the Non-Profit Center of the Berkshires, a volunteer role supporting nonprofit collaboration and education. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm manages approximately $3.8 billion in assets and employs a long-term, asset-allocation-driven approach using model portfolios across separately managed accounts and mutual funds/ETFs.
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