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Employee Details

James Lieb, CTFA

James F. Lieb, CTFA
Senior Vice President, Senior Trust Officer - Team Leader
(585) 419-0670 x50665
[email protected]

James Lieb, CTFA
James F. Lieb, CTFA
Senior Vice President, Senior Trust Officer - Team Leader
(585) 419-0670 x50665
[email protected]


Jim has over 30 years of experience in the financial services industry and joined Canandaigua National Bank & Trust (CNB) in 2008. As Senior Trust Officer and Team Leader, he is responsible for establishing and executing the team's mission and strategy along with a team of experienced, highly trained professionals. In addition to his managerial duties, Jim provides education and advice to his clients around their planning and management of fiduciary structures representing multi-generational transfer strategies and philanthropic objectives.

Prior to joining CNB, Jim spent more than two decades with JPMorgan Chase in Rochester, NY, serving in various management and fiduciary roles within private banking, trust, and wealth management. Jim has been a Certified Trust & Financial Advisor (CTFA) since 1997; a distinguished qualification awarded by the American Banker Association - Institute of Certified Bankers.


Northwood University - Baccalaureate, Business Administration – 1985
ABA, Institute of Certified Bankers – CTFA, Certified Trust and Financial Advisor- 1995
Cannon Financial Institute – Trust School I, II & III – 1995
ABA, Trust Graduate School - 2007


Member, Estate Planning Council of Rochester
Member, American Bankers Association 
Member, YMCA-George Williams Society Advisory Committee
Member, United Way of Rochester – Professional Advisory Council 


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