Lee Bank names Freitag VP/financial wellness | Business
LEE – Matthew R. Freitag has been named Vice President / Financial Wellness for Lee Bank. He will work with clients to help them achieve better financial stability and develop personalized financial plans regardless of income.
Most recently, Freitag was Senior Client Advisor at RINET Co. LLC in Boston.
The Cheshire native, who lives in Lenox, holds a master’s degree in personal finance planning and a bachelor’s degree in finance from Bentley University.
It will be based at Marble House in Lee but is available by arrangement with clients at any Lee Bank branch in Great Barrington, Stockbridge, Lee, Lenox and Pittsfield. He will also work with October Mountain Financial Advisors, who have a longstanding strategic alliance with mutual clients of Lee Bank.