Marianne Sara Fresia

Employer firm

St. Germain Investment Management CRD 155186

$3.79B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Lee Bank
  Lee, MA
• 09/2016 → 12/2024
  St Germain Securites Inc
  Lee, MA
• 04/2016 → Present
  St. Germain Investment Management, Inc.
  Springfield, MA

Other Businesses

Employee of Lee Bank as AVP of Private Banking and Trust Services with related job duties: private banking client customer relations and support and trust documentation and trust client's support including funds transfers and trust document review. Start date 05/2016 with approximately 140 hours/month during trading hours dedicated to other business as a dual employee of St Germain Securities Inc.2)Treasurer for the Non-Profit Center of the Berkshires (NPC) Start date March 1, 2018 with approximately 5 hours per month or 56 hours per year outside of her normal work day and trade hours. NPC plans workshops and events to help area's non-profits learn, collaborate, and network. As treasurer she is responsible for overseeing a small budget but is not responsible for choosing investments or directing funds independently. There is no compensation paid for her time as this is a volunteer position.

Designations

• Certified Financial Planner

Other Names

• Marianne Sara Hover
• Marianne Fresia