Matthew Freitag
Vice President of Financial Wellness (Lee Bank)
Degrees / Certifications:
Certified Financial Planner (R), bachelor’s degree in finance and master’s degree in Personal Financial Planning (both from Bentley University)
Why LitNet's mission matters or why it resonates with me:
Through our efforts within the LitNet board, we are able to promote LitNet services of ESOL and education to help immigrants and U.S-born individuals (and families) achieve the tools they need to succeed in their day to day lives through interactions with their peers. By providing literacy, education, and advocacy to our students, it empowers our community for continued, future success.
Biography:
Matthew Freitag is a Berkshire native who grew up in Cheshire and now resides in Lenox with his wife Jaclyn. He currently holds the titles of Vice President of Financial Wellness at Lee Bank, as well as being a Financial Advisor with October Mountain Financial Advisers. Matt holds the Certified Financial Planner designation, as well as a bachelor’s degree in finance and master’s degree in financial planning from Bentley University. Matt joined the LitNet Board in 2022 where he serves as the Finance Chair. Joining the LitNet board has allowed Matt to see the importance of helping the immigrant community with ESOL to enhance their opportunities for employment and success in our community.
Business Website:
https://www.leebank.com/
https://octobermountainfa.com/
