Your Team

These are the professionals at October Mountain Financial Advisors who can answer questions about asset transfers, asset allocation, stocks, bonds, strategy development, risk tolerance and more.

Click here for the Lee Bank team

Michael R. Matty, CFA®, CFP®, ChFC®, ADPA®, AIF®
President & Chief Investment Officer

Timothy W. Suffish, CFA®
SVP, Head of Equities

Gary M. Schiff
Managing Director

Louis Bartenstein
VP, Fixed Income Strategist

Richard R. Bleser
Portfolio Manager

Matthew R. Farkas, CFA ®
VP, Head of Fixed Income

Thaddeus S. Welch, III CFA® 
Portfolio Manager

Marianne S. Fresia, CTFA
Client Services

William T. Johnson
VP-Financial Planner