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Employee Details

James Lieb, CTFA

James Lieb, CTFA
Senior Vice President - Group Manager, Trust Administration Services
(585) 419-0670 x50665
JLieb@CNBank.com

About

Jim has over 28 years of experience in the financial services industry and joined Canandaigua National Bank & Trust (CNB) in 2008. As Group Manager of Trust Administration Services, he is responsible for establishing and executing the group’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 the 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. 

Education

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

Professional

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 

Articles

Health-Care Reform Changes Affecting Seniors
Lifetime Planning Strategies - Estate Freeze Strategies
Looking for Ways to Minimize Taxes for Next Year?

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