Steve Rossi
Corporate Officer/Principal at The Canandaigua National Bank & Trust Co.
Profile
Mr. Stephen A.
Rossi, CFA MBA, is a Senior Vice President & Senior Equity Strategist at The Canandaigua National Bank & Trust Co. and a Member at CFA Institute.
He has over 23 years of experience in the financial services industry.
For the last 17 years, he has actively managed investment accounts for individuals, trusts, and corporations based on each client’s explicit goals, risk tolerance, tax situation, and available time horizon.
As Senior Equity Strategist, he also studies the macroeconomic environment and advises the Equity Team on asset allocation, sector positioning, and individual security selection.
Prior to joining CNB Wealth Management, Mr. Rossi served as a Portfolio Manager for Greentree Capital Management where he was responsible for research, individual security selection, and all aspects of portfolio/relationship management.
He was previously a Financial Advisor with Merrill Lynch, and served the roles of Credit Analyst and Commercial Loan Officer with the New York Business Development Corporation.
He received his undergraduate degree from Siena College and an MBA from State University of New York at Albany.
Steve Rossi active positions
| Companies | Position | Start |
|---|---|---|
The Canandaigua National Bank & Trust Co.
 The Canandaigua National Bank & Trust Co. Investment ManagersFinance The Canandaigua National Bank & Trust Co. (CNB) is a full-service bank and trust firm headquartered in Canandaigua, New York. The firm was founded in 1887 and is a subsidiary of Canandaigua National Corp. (OTCMKTS: CNND). CNB provides a full range of financial services, including banking, trust, investment, and insurance services to individuals, businesses, corporations, and municipalities. | Corporate Officer/Principal | 2008-12-31 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | 2011-06-06 |
| The Canandaigua National Bank & Trust Co. (Invt Mgmt) | Portfolio Manager-Equities | 2008-12-31 |
Training of Steve Rossi
| Siena College | Undergraduate Degree |
| State University of New York at Albany | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
The Canandaigua National Bank & Trust Co.
The Canandaigua National Bank & Trust Co. Investment ManagersFinance The Canandaigua National Bank & Trust Co. (CNB) is a full-service bank and trust firm headquartered in Canandaigua, New York. The firm was founded in 1887 and is a subsidiary of Canandaigua National Corp. (OTCMKTS: CNND). CNB provides a full range of financial services, including banking, trust, investment, and insurance services to individuals, businesses, corporations, and municipalities. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| The Canandaigua National Bank & Trust Co. (Invt Mgmt) | Finance |
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