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CNB Welcomes Amy K. Boyd, Esq. to our Wealth Strategies Group!

A Boyd 2014
Amy K. B. Ertel, Esq., CTFA
Vice President, Trust Officer
[email protected]
(585) 419-0670 x41960
Joining our team in Fall 2014, Amy is responsible for the administration of trusts and estates as well as custody and investment management accounts. Amy’s expertise spans a variety of trust structures including estate administration; fiduciary income and estate tax preparation; judicial proceedings involving probate, receipt & releases and petitions for trust & estate settlements. Additionally, Amy has vast experience in drafting personalized estate and tax planning documents to achieve client goals of wealth transfer management and asset protection.

Prior to joining CNB, Amy served as an Associate Attorney at Harris Beach in the Life and Asset Planning Group in their Rochester and Buffalo offices. Before joining Harris Beach, Amy was practicing trust and estate work with a small boutique law firm in Pittsford for several years.

Amy is a magna cum laude graduate of Elmira College, earning a B.S. in Business Administration and Social Studies, and earned her Juris Doctor from the University at Buffalo Law School.

Additionally, Amy is actively involved in the Trust and Estate Sections of the American Bar Association, New York State Bar Association, and the Monroe County Bar Association.