James Lieb, CTFA
SVP, Manager Trust Administration Services, CTFA
(585)419-0670 x50665
JLieb@CNBank.com
About
Following his graduation from Northwood University in 1985, James began his career in financial services at Chase Lincoln First Bank working in Consumer Credit. In 1986, he joined the Trust & Investment Department – Real Estate Group where as a licensed Real Estate Broker was responsible for managing a $200 million real estate portfolio. In 1993, he was appointed to Trust Administrator and in 1996 was promoted to Vice President/ Team Leader where he was responsible for a $250 million portfolio of trust & investment relationships. In 1997, he joined the JPMorgan Private Bank as a Sr. Fiduciary Manager, where he was responsible for fiduciary & investment accounts totaling $600 million representing multi-generational wealth transfer strategies of 32 families.
Prior to joining Canandaigua National Bank in March 2008, James was a Sr. Fiduciary Officer/Relationship Manager for 25 high net worth families & individuals representing $500 million in assets under management. As part of the Wealth Strategies Group, Jim advises his clients with planning and managing fiduciary structures representing wealth transfer strategies and philanthropic objectives.
Education
Northwood University - Baccalaureate, Business Administration – 1985
ABA, Institute of Certified Bankers – CTFA, Certified Trust and Financial Advisor- 1995
Cannon Financial Institute – Trust School I, II & III – 1995
ABA, Trust Graduate School - 2007
Professional
Member, Estate Planning Council of Rochester
Member, American Bankers Association
Past member, International Association for Financial Planning
Past member, National Association of Realtors