What is Stephen Rossi Cfa Cfp Chfc email address?

Stephen Rossi Cfa Cfp Chfc's primary email address is ******@cnbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Stephen Rossi Cfa Cfp Chfc work for?

Stephen Rossi Cfa Cfp Chfc is a Senior Vice President & Senior Equity Strategist at Canandaigua National Bank & Trust, a company specializing in Monetary Authorities-Central Bank.

Where Stephen Rossi Cfa Cfp Chfc graduated from?

Stephen Rossi Cfa Cfp Chfc holds a degree in Finance from Univeristy at Albany.

How can I directly contact Stephen Rossi Cfa Cfp Chfc?

To contact Stephen Rossi Cfa Cfp Chfc directly, you can use the email address ******@cnbank.com. Complete contact information is available upon registration with Muraena.

Who is Stephen Rossi Cfa Cfp Chfc?

Stephen Rossi is a seasoned wealth management professional based in Upstate New York, bringing over 28 years of experience in the financial services industry. Currently serving as Senior Vice President & Senior Equity Strategist at Canandaigua National Bank and Trust, he leads a team in the construction of model equity portfolios while actively managing a substantial investment portfolio valued at $320 million. With a strong academic background, including an MBA and multiple financial certifications (CFA, CFP, ChFC), Stephen combines technical expertise with a client-focused approach to help individuals and institutions achieve their financial goals. His previous roles include managing significant portfolios at Greentree Capital Management and overseeing lending operations at the New York Business Development Corporation. Known for his analytical skills and strategic thinking, he is adept at navigating complex financial landscapes and fostering long-term client relationships.