Kevin B. Rankin, MBA
Vice President, Senior Wealth Advisor - Trading Desk Team Leader
(585) 419-0670 x51927
[email protected]
Kevin B. Rankin, MBA
Vice President, Senior Wealth Advisor - Trading Desk Team Leader
(585) 419-0670 x51927
[email protected]Kevin joined Canandaigua National Bank and Trust in 2021. He has more than 12 years of
experience in the financial services industry. In his role, Kevin is responsible for determining
the most appropriate investments and strategies for his clients to help them achieve their
financial goals. He manages investment portfolios for individual and trust clients at any
stage in their financial lives and provides holistic advice that incorporates all facets of
their financial well-being.
Prior to joining Canandaigua National Bank and Trust, Kevin served as a Portfolio
Manager at Bank of America Private Bank. He also has broad investment and relationship
management experience acquired from his time working with two Registered Investment
Advisors in Pittsford.
Kevin lives in Webster with his wife and two children. In his spare time, he is a numismatist
and enjoys playing guitar.
St. John Fisher College – Master of Business Administration (MBA)
St. John Fisher College – B.S. Management/Finance
FINRA Series 65 Uniform Investment Adviser Law License – 2011 and 2021
New York Life, Accident and Health Insurance License – 2006Compeer Rochester – Board of Directors – 2018-2021
Rochester Numismatic Association – 2006-Present