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Employee Details

S Rossi 2014

Stephen A. Rossi, MBA, CFA®, CFP®
Senior Vice President, Senior Equity Strategist
(585) 419-0670 x50677
[email protected]

S Rossi 2014
Stephen A. Rossi, MBA, CFA®, CFP®
Senior Vice President, Senior Equity Strategist
(585) 419-0670 x50677
[email protected]

About

Steve Rossi has over 27 years of experience in the financial services industry. For the last 21 years, he has actively managed investment accounts for individuals, trusts, and corporations based on each client’s explicit goals, risk tolerance, tax situation, and available time horizon. As Senior Equity Strategist, Steve also studies the macroeconomic environment and advises the Equity Team on asset allocation, sector positioning, and individual security selection. He is a CFA® Charterholder and has obtained his CFP® designation, which allows him to provide both financial planning and investment-related services to his clients, including those with our affiliate, Canandaigua National Trust Company of Florida.

Prior to joining CNB Wealth Management, 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. He was previously a Financial Advisor with Merrill Lynch, and served the roles of Credit Analyst and Commercial Loan Officer with the New York Business Development Corporation.

Education

CERTIFIED FINANCIAL PLANNER™ certificant, 2016
Chartered Financial Analyst (CFA®), 2008
MBA Finance, SUNY Albany, 1994
BS Finance, Siena College, 1992
Series 7, 66, Life/Health/Annuity Licenses, 2001
Certified Financial Manager (CFM), 2001

Professional

Member - CFA Institute, Inc.
Member - CFA Society of Rochester
Member - Financial Planning Association of Rochester
Member - Estate Planning Council of Rochester
Board Member & Treasurer - The Friends of Ontario ARC Foundation
Board Member & Treasurer - Horizons at Harley

Articles

A Focus on Quality in the Midst of the Pandemic
A Pinch of This and a Dash of That
Bidding Adieu to 2020 and Projecting Hope for 2021
Corrections, Recessions and Crashes
Inflation, Interest Rates and a Day of Reckoning
Inflation: Transient or Here to Stay?
Keep the Faith: Economy Continues Growth Pattern
Leveraging a Roth IRA in the Midst of a Market Drawdown
Light at the End of the Tunnel: Proceed with Caution
Special Delivery: Income Tax Payments to Uncle Sam
The COVID-19 Rollercoaster and Our Current Bull Market
The Growing Popularity of the Special Purpose Acquisition Company (SPAC)
The Growing Popularity of the Special Purpose Acquisition Company (SPAC)
The Incentives and Disincentives of Charitable Giving
Understanding a Short Squeeze

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