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L Rossetti

Lou Rossetti, MBA, CTFA
Senior Vice President, Senior Trust Officer
(585) 419-0670 x50683
[email protected]

L Rossetti
Lou Rossetti, MBA, CTFA
Senior Vice President, Senior Trust Officer
(585) 419-0670 x50683
[email protected]

About

Lou Rossetti has more than 20 years of experience in the financial services industry. As Senior Vice President and Senior Trust Officer with CNB Wealth Management, Lou is responsible for the development and management of trust and investment client relationships. Lou is dedicated to helping CNB Wealth Management clients reach their financial goals. Lou has been working with families to provide trust administration and estate planning expertise for more than 15 years.

Prior to working at CNB Wealth Management, Lou held similar roles at both Key Bank and J.P. Morgan Chase.

Education

BSBA, University of Delaware
MBA, University of Rochester – Simon School of Business
ABA, Institute of Certified Bankers - Certified Trust and Financial Advisor (CTFA)
Cannon Financial Institute – Trust School I, II & III

Professional

Estate Planning Council of Rochester, Member
American Banker Association, Wealth Management and Trust Conference Advisory Board Member
University of Rochester, Planned Giving Advisory Board Member
Monroe County Bar Association, Trusts & Estates Section Council, Bank representative
Fairport Little League Baseball, Board Member

Articles

Podcast: Most Frequently Asked Estate Planning Questions

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