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Employee Details

J Exton

James M. Exton
Vice President - Investment Officer
(585) 419-0670 x50610
JExton@CNBank.com

About

Mr. Exton began his career at the Canandaigua National Bank and Trust Company in 1977. He joined the Investment Department in 1979 as an Investment Analyst. He was promoted to Assistant Vice President and Investment Officer in 1985 and Vice President in 1990. Jim currently manages personal Trust and Investment Management Accounts, Estates, Endowment Funds, and Retirement Accounts.

Education

RIT, B.A. Business Administration, magna cum laude
RIT, M.B.A. in Finance
New York State Bankers Association Schools
American Bankers Association National School of Bank Investments and Financial Management
The Graduate School of Bank Investments and Financial Management

Professional

Western Ontario County United Way Endowment Committee - Past & Charter member
Past Chairman of both Victor Methodist Church Board of Trustees and the Finance Committee
Past President of the Farmington-Victor Kiwanis Club
Past Treasurer and Director of The Granger Homestead Society
Past President of the Ontario County Bankers Association
Treasurer of Victor Central School Scholarship Program, "Dollars for Scholars"

Articles

How Asset Allocation Influences Portfolio Performance
March Mayhem in your Portfolio – Keeping your Eye on the Ball

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