Janice Ward, Esq.,  CFP®,  President   Janice Ward is SVP, Wealth Advisor & Senior Fiduciary Officer at Berkshire Bank Wealth Management. An attorney licensed in both Massachusetts and New York, Jan works primarily with Trust and Estate clients, assists with fiduciary activities, and focuses on financial planning. She has over 15 years’ experience with Trust and Estate planning and administration, with the last 10 years focused on wealth management. You can learn more about Jan and  Berkshire Bank Trust Administration here.

Janice Ward, Esq., CFP®, President

Janice Ward is SVP, Wealth Advisor & Senior Fiduciary Officer at Berkshire Bank Wealth Management. An attorney licensed in both Massachusetts and New York, Jan works primarily with Trust and Estate clients, assists with fiduciary activities, and focuses on financial planning. She has over 15 years’ experience with Trust and Estate planning and administration, with the last 10 years focused on wealth management. You can learn more about Jan and Berkshire Bank Trust Administration here.

Pamela Green, Esq., Board Chair   Pam Green, a partner at Smith Green & Gold, LLP, concentrates her practice in the areas of sophisticated trust and estate planning, estate administration, and residential and commercial real estate transactions. As part of her probate and estate planning practice, she provides advice and guidance to elders and their families in the areas of long-term care planning, conservatorship, and guardianship. In 2013, 2014, and 2015, Pamela was named to Boston Magazine’s “Massachusetts Super Lawyers Rising Stars” list, an honor limited to no more than 2.5% of the attorneys practicing in the state. You can learn more about Pam and  Smith, Green & Gold, LLP here.

Pamela Green, Esq.,
Board Chair

Pam Green, a partner at Smith Green & Gold, LLP, concentrates her practice in the areas of sophisticated trust and estate planning, estate administration, and residential and commercial real estate transactions. As part of her probate and estate planning practice, she provides advice and guidance to elders and their families in the areas of long-term care planning, conservatorship, and guardianship. In 2013, 2014, and 2015, Pamela was named to Boston Magazine’s “Massachusetts Super Lawyers Rising Stars” list, an honor limited to no more than 2.5% of the attorneys practicing in the state. You can learn more about Pam and Smith, Green & Gold, LLP here.

Holly Rogers, Esq., Vice-President   Holly, principal of the Law Office of Holly Rogers, specializes in estate planning and probate administration. Holly additionally serves as Guardian ad Litem for the Berkshire County Probate Court, as chairperson on the Dalton Council on Aging, as president of Grow Dalton, Inc. (a nonprofit community organization), and is a member of the Berkshire Bar Association. Holly has also been appointed by the Governor to serve as Public Administrator for Berkshire County. You can learn more about Holly at  HollyRogersLaw.com

Holly Rogers, Esq.,
Vice-President

Holly, principal of the Law Office of Holly Rogers, specializes in estate planning and probate administration. Holly additionally serves as Guardian ad Litem for the Berkshire County Probate Court, as chairperson on the Dalton Council on Aging, as president of Grow Dalton, Inc. (a nonprofit community organization), and is a member of the Berkshire Bar Association. Holly has also been appointed by the Governor to serve as Public Administrator for Berkshire County. You can learn more about Holly at HollyRogersLaw.com

Marianne Fresia, CTFA   Marianne is a dual employee of Lee Bank and October Mountain Financial Advisors. She is an AVP, Trust Officer at Lee Bank and in Client Services with October Mountain. She has been in banking since 2000 and in wealth management since 2010. In addition to serving on the BCEPC board, Marianne is also the Treasurer for the Nonprofit Center of the Berkshires and a Steering Committee Member of the Berkshire Leadership Program. She is an active member of the Berkshire Business and Professional Women and the Estate Planning Council of Hampden County. You can learn more about Marianne,  Lee Bank , and  October Mountain Financial Advisors  here.

Marianne Fresia, CTFA

Marianne is a dual employee of Lee Bank and October Mountain Financial Advisors. She is an AVP, Trust Officer at Lee Bank and in Client Services with October Mountain. She has been in banking since 2000 and in wealth management since 2010. In addition to serving on the BCEPC board, Marianne is also the Treasurer for the Nonprofit Center of the Berkshires and a Steering Committee Member of the Berkshire Leadership Program. She is an active member of the Berkshire Business and Professional Women and the Estate Planning Council of Hampden County. You can learn more about Marianne, Lee Bank, and October Mountain Financial Advisors here.

Karen Kowalczyk, CPA, Member at Large   Karen is president of Karen M. Kowalczyk, PC, a full-service accounting firm in Pittsfield, MA. Karen has been a Certified Public Accountant in the Commonwealth of Massachusetts since 1993. She is a member of the American Institute of Certified Public Accountants, and the Massachusetts Society of Certified Public Accountants. In addition to serving on the BCEPC board, Karen is a member of the Board of Directors of the Pittsfield Cooperative Bank. She is also an active member of 1Berkshire and the Berkshire Business and Professional Women’s organization. You can learn more about Karen at  www.kmk-cpa.com/

Karen Kowalczyk, CPA, Member at Large

Karen is president of Karen M. Kowalczyk, PC, a full-service accounting firm in Pittsfield, MA. Karen has been a Certified Public Accountant in the Commonwealth of Massachusetts since 1993. She is a member of the American Institute of Certified Public Accountants, and the Massachusetts Society of Certified Public Accountants. In addition to serving on the BCEPC board, Karen is a member of the Board of Directors of the Pittsfield Cooperative Bank. She is also an active member of 1Berkshire and the Berkshire Business and Professional Women’s organization. You can learn more about Karen at www.kmk-cpa.com/

Loretta M. Mach   Loretta M. Mach, a partner at Aaronson & Mach, P.C., joined the law firm in 2003 and became a partner in 2018. Her areas of practice include estate planning, administration and probate, residential and commercial real estate, business organizations and environmental matters. You can learn more about Loretta at  aaronsonandassociates.com

Loretta M. Mach

Loretta M. Mach, a partner at Aaronson & Mach, P.C., joined the law firm in 2003 and became a partner in 2018. Her areas of practice include estate planning, administration and probate, residential and commercial real estate, business organizations and environmental matters. You can learn more about Loretta at aaronsonandassociates.com

Dan Stanyon, CTFA,  Clerk   Dan Stanyon, Vice President and Trust Officer at Salisbury Trust Wealth Advisory Services, has been in the banking industry for since 1988 and in wealth management since 1998. Dan spent most of his career in Burlington, Vermont moving to the Berkshires area in 2014. You can learn more about Dan and Salisbury Bank at  www.SalisburyBank.com

Dan Stanyon, CTFA,
Clerk

Dan Stanyon, Vice President and Trust Officer at Salisbury Trust Wealth Advisory Services, has been in the banking industry for since 1988 and in wealth management since 1998. Dan spent most of his career in Burlington, Vermont moving to the Berkshires area in 2014. You can learn more about Dan and Salisbury Bank at www.SalisburyBank.com

Laurie Swint, CPA, Treasurer   Laurie is a partner at the CPA firm Brazee & Huban in Pittsfield, MA. Her areas of specialty are estate and trust planning and administration, corporate taxation and financial reporting. Laurie serves on the MCLA Foundation Finance & Internal Audit Committee and Board of Directors. She's also the treasurer for the Farley-Bouvier Committee. You can find Laurie at  www.brazeehuban.com

Laurie Swint, CPA, Treasurer

Laurie is a partner at the CPA firm Brazee & Huban in Pittsfield, MA. Her areas of specialty are estate and trust planning and administration, corporate taxation and financial reporting. Laurie serves on the MCLA Foundation Finance & Internal Audit Committee and Board of Directors. She's also the treasurer for the Farley-Bouvier Committee. You can find Laurie at www.brazeehuban.com