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Employee Details

S Rossi 2014

Stephen A. Rossi, MBA, CFA, CFP®
Vice President - Investment and Finanical Planning Officer
585-419-0670 x50677


Steve Rossi has over 22 years in the financial services industry. For the last 16 years, Steve has worked with high net worth individuals and trust accounts to aid in formulating investment policy statements, based on each client’s investment goals, risk tolerance and stated time horizon. Prior
to joining CNB's Wealth Strategies Group, Steve served as a Portfolio Manager for Greentree Capital Management where he was responsible for research, individual security selection, and all aspects of portfolio/relationship management. Steve was also a Credit Analyst and Commercial Loan
Officer with the New York Business Development Corporation.


Chartered Financial Analyst (CFA), 2008
MBA Finance, SUNY Albany, 2004
BS Finance, Siena College, 2002
Series 7, 66, Life/Health/Annuity Licenses, 2001
Certified Financial Manager (CFM), 2001


Member - CFA Institute, Inc.
Member - CFA Society of Rochester
Treasurer, Devonshire Homeowner’s Association
Past Board Member, Fairport Baptist Home
Past Finance Committee, Fairport Baptist Home
Past Den Leader/Asst. Scoutmaster, Pack/Troop 167, Macedon


A Pinch of This and a Dash of That
March Mayhem in your Portfolio – Keeping your Eye on the Ball
Podcast: Using Macroeconomics to Navigate Your Investment Portfolio