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® and
ChFC® designations, which allow 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.
Chartered Financial Consultant
®, (ChFC
®), 2021
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), 2001Member - 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