Jennifer brings over 20 years of trust & estate planning and administration experience. She joined CNB’s Wealth Strategies Group in 2014 as Vice President and Trust Administration Officer. In this role, Jennifer will be supporting the business initiatives of the Wealth Strategies Group along with the planning and administration of client fiduciary accounts, including those with our affiliate, Canandaigua National Trust Company of Florida.
Jennifer comes to us from the law firm of Boylan Code, where as partner in their Trust & Estate Group she specialized in trust and estate planning & administration, and transfer tax planning for high net worth individuals and business owners.
Jennifer obtained her Juris Doctor from the University of Buffalo and her undergraduate degree from Brandeis University. Jennifer is active in the community serving past and present leadership roles at the NYS Bar Association, Monroe County Bar Association, Estate Planning Council of Rochester, Foodlink, Inc., Rochester Rehabilitation Center, and the Monroe Community College Foundation.
We are pleased to welcome Jennifer to the team!