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L Rossetti

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

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

About

Lou Rossetti has almost 20 years of experience in the financial services industry. As Vice President and Trust Officer with CNB Wealth Management, his responsibilities include managing fiduciary relationships and providing wealth management advice to clients. Lou has been providing trust administration and estate planning expertise to families for more than 10 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
Fairport Little League Baseball, Board Member
University of Rochester, Planned Giving Advisory Board Member

Articles

Podcast: Most Frequently Asked Estate Planning Questions

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