Steve Rossi

Corporate Officer/Principal chez The Canandaigua National Bank & Trust Co.

Profil

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.

Postes actifs de Steve Rossi

Sociétés	Poste	Début
The Canandaigua National Bank & Trust Co.	Corporate Officer/Principal	01/01/2009
CFA Institute	Corporate Officer/Principal	07/06/2011
The Canandaigua National Bank & Trust Co. (Invt Mgmt)	Gestionnaire de Portefeuille-Actions	01/01/2009

Formation de Steve Rossi

Siena College	Undergraduate Degree
State University of New York at Albany	Masters Business Admin