Wealth Strategies Group

Mr. Trumbower has over 27 years experience in the banking and financial services industry. After receiving a B.A. in Economics from St. Lawrence University, he completed the Management Trainee Program at Canandaigua National Bank & Trust. Scott then moved to the Investment Department as an Investme...  more »

Mr. Hawks began his career at Canandaigua National Bank in 1972 working in the bank branch system.  In 1975, he joined the Trust & Investment Department and was appointed Trust Investment Officer in 1977. In 1984, he was named Vice President and Trust Offi cer. In 1987, he was appointed Trust Divis...  more »

Tom Benner joined CNB in 2010 as VP and Financial Planning Officer after working many years as an advisor for RJR Associates, a Syracuse-based investment management firm. Similar to his past experience, Tom is responsible for all aspects of relationship management, including structuring investment ...  more »

 more »

Mark began his investment career in 1987 as a fixed income specialist for the Chase Manhattan Bank. During his 13 years there, he served as a securities analyst and a portfolio manager with responsibility for nearly $1 billion in short- and intermediate-term fixed income assets. In January 2000, he...  more »

Mr. Callaway has over twenty-five years experience in Trust and Estate Planning. He is a frequent lecturer at estate planning and living trust programs and has written numerous articles on estate and trust planning for local publications. As a Trust Officer, he settles estates as executor and adminis...  more »

 Lynn M. Carleton joined the Wealth Strategies group at CNB as a Vice President and Trust Administrative Offcer following two years with Steuben Trust Company and twenty years with Manufacturers and Traders Trust Company. Lynn has been involved in the financial services industry for her entire care...  more »

Donna Cator has over 20 years in the financial services industry. She began in 1986 in the Retail Banking field. She joined Canandaigua National Bank and Trust in 1998 holding a variety of management positions. For the past 6 years she has been working with clients to develop and implement personal...  more »

 Jennel J. Dillon, a native of Canandaigua, joined Canandaigua National Bank in 1997. She began her career as a teller and transitioned through various areas of the bank’s retail network eventually landing her in the Wealth Strategies Group where she was an Employee Benefits Associate for 8 years. I...  more »

Denise Kelly-Dohse has been with Canandaigua National Bank & Trust since 1995. Since joining the CNB family she has held a variety of management positions, one being the IRA Manager for the Wealth Strategies Group. Most recently, as a Personal Banker working with clients to develop and implement pe...  more »

Mr. Exton began his career at the Canandaigua National Bank and Trust Company in 1977. He joined the Investment Department in 1979 as an Investment Analyst. He was promoted to Assistant Vice President and Investment Officer in 1985 and Vice President in 1990. Jim currently manages personal Trust and...  more »

Jason Fitzgerald has over nineteen years experience in banking, ten of which has been with CNB. For the past seven years he has been working with clients to develop and implement personal financial plans. His primary responsibility is that of a trusted advisor, providing clients at any life stage w...  more »

Peter received an MBA from NYU’s Stern School of Business in 1970, and worked on Wall Street for seven years as a relative value analyst before joining Security Trust of Rochester in 1977. At Security Trust (which became Norstar and Fleet), he managed portfolios and performed security analysis for ...  more »

Mrs. Green joined the Wealth Strategies Group at CNB in February 2006 as a Trust Associate, following 14 years with the Trust Department at HSBC. Ramona currently administers trusts and estates as well as custody and investment management accounts.   more »

Ms. Greisberger began her banking career in 1977 in the Retail Banking field. She also worked in the Commercial Lending and Financial areas, and moved to Trust and Investments in 1986. As a Vice President and Trust Administrator, Sharon is involved in the administration of trust and estates. Her br...  more »

Mr. Guzzetta has over 20 years in the Financial Services Industry. David graduated from St. John Fisher College in Rochester, NY in 1989 with a degree in Management/Finance. He then worked in Boston with Fidelity Investments in their Institutional Management Group. Prior to joining The Canandaigua ...  more »

Charlene S. Johnson has over 26 years in the Financial Services Industry. Charlene joined Canandaigua National Bank & Trust in 2010, as a Retirement Services Officer. Charlene is responsible for all aspects of retirement plans including consulting, plan documents, compliance, 5500’s and has a stron...  more »

Ms. King has over 20 years of experience in the Wealth Strategies Group. Laura began her career in the Trust Operations Department for 11 years, eventually moving to an Administrative Assistant in the areas of Trust & Estate Administration, Business Development, Custody, and Investment Management. ...  more »

Mr. Kinney has over twenty years of banking experience, beginning in 1986 in the Retail Banking field. He entered the Trust and Investment field in 1989 as a portfolio assistant. His experience covers all aspects of trust and estate administration, estate planning and management of investment accou...  more »

Ms. Lancer has over 21 years of experience in administering 401(k), and retirement plans beginning in 1982 at a large local firm where she maintained computerized records for the production of 401(k) statements. In 1987 she began her career in banking at Central Trust Company as an IRA Specialist, e...  more »

Adam Leszyk joined CNB in 2003. He came to CNB with previous Trust, Estate, and Tax Planning experience. Adam has formal education in the areas of financial planning, investment services, and consumer banking products so that he can assess your financial health and fulfill your financial goals.  more »

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 managi...  more »

Greg graduated from Canisus College in Buffalo New York in 1971 with a degree in Economics. He then worked on Wall Street with Shearson Hamill and Company. In 1973 he came to The Canandaigua National Bank and Trust Company as an Investment Analyst. During his tenure at the bank he has developed and...  more »

 more »

Kate D. Noble is a Vice President and Trust Administrative Officer with the Wealth Strategies Group at Canandaigua National Bank & Trust (CNBT). With over 25 years of experience, Kate is involved with the administration of trusts and estates as well as custody and investment management accounts.  more »

Michael Reed is a Senior Vice President and Manager of Investment Services for Canandaigua National Bank & Trust’s Wealth Strategies Group. Mike has over 20 years of financial experience, beginning his career in 1987. He is responsible for managing individual client portfolios, setting investment p...  more »

Steve Rossi has over 18 years in the financial services industry. For the last 12 years, Steve has worked with high net worth individuals and trust accounts to aid in formulating investment policy statements, based on each client’s investment goals, risk tolerance and stated time horizon. Prior to ...  more »

James Terwilliger, a Canandaigua native, joined CNB as a personal financial planner following a 30-year career as a scientist and research manager at the Kodak Research Laboratories. Prior to joining CNB, he was a tax preparer and financial advisor at the Canandaigua office of a national financial ...  more »