J. Michael Reed, CFA
Senior Vice President - Group Manager, Investment Services
(585) 419-0670 x50666
Mike Reed is a Senior Vice President and Manager of Investment Services for Canandaigua National Bank & Trust’s Wealth Strategies Group. Mike has over 25 years of financial experience, beginning his career in 1987. He is responsible for managing individual client portfolios, setting investment policy standards as the Investment Committee Chairperson for the Wealth Strategies Group, and overseeing the activities of the other investment professionals within the group. In his role as an Investment Officer, Mike assists his clients in multi-generational wealth transfer strategies and the achievement of individual client’s personal financial goals. Prior to joining CNB in 2008, Mike managed nearly $500 million in assets for high net-worth individuals and families as a Senior Portfolio Manager for JPMorgan and Bryce Capital Management, for over 10 years.
Mike graduated from the Rochester Institute of Technology in 1987 and earned an MBA at the University of Rochester’s Simon School in 1999. Mike also successfully earned the Chartered Financial Analyst (CFA) designation in 2001. Mike and his wife live in Fairport with their two boys.
Bachelor of Science (BS) – 1987 Rochester Institute of Technology
Master of Business Administration (MBA) – 1999 University of Rochester Simon School
Chartered Financial Analyst (CFA) – 2001
Board of Directors, CFA Society of Rochester
Board of Directors, Penﬁeld Country Club
Assistant Scout Master, BSA Troop 208, Fairport
Past Volunteer, Special Olympics
Past Volunteer, Junior Achievement