About

Steve brings more than 30 years of experience in the investment industry to CNB Wealth Management and holds the designation of Chartered Financial Analyst (CFA®). He is responsible for providing clients at any life stage with the tools and information necessary to make educated and informed investment choices to help them achieve their financial goals. 

Steve lives in Honeoye Falls, NY with his wife and two sons. In his spare time, he enjoys traveling, hockey, and playing drums in local rock and roll bands.

Education

BA, SUNY Geneseo
Chartered Financial Analyst (CFA®)

Professional

AutismUp, Board Member
Chartered Financial Analyst Society of Rochester, Member
Mothers Against Drunk Driving (MADD) Rochester Chapter, Former President