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Your Bank > Our People

Wealth Strategies Group

NameTitle/Description
Scott TrumbowerScott Trumbower
Senior Vice President - Managing Director
Mr. Trumbower has over 30 years experience in the banking and financial services industry. After receiving a B.A. in Economics from St. Lawrence University, he completed the Management Trainee Program at Canandaigua National Bank & Trust. Scott then moved to the Investment Department as an Investme...  more »
Mark BuonaugurioMark Buonaugurio
Senior Vice President - Group Manager, Investment and Financial Planning Services
Mark has over 25 years of experience in the financial services industry. He joined Canandaigua National Bank & Trust’s Wealth Strategies Group in 2009. As Group Manager of Investment and Financial Planning Services, Mark is responsible for setting investment policy standards for CNB's Wealth Strate...  more »
James Lieb, CTFAJames Lieb, CTFA
Senior Vice President - Group Manager, Trust Administration Services
Jim has over 28 years of experience in the financial services industry and joined Canandaigua National Bank & Trust (CNB) in 2008. As Group Manager of Trust Administration Services, he is responsible for establishing and executing the group’s mission and strategy along with a team of experienced, h...  more »
Thomas W. Benner, CFP®Thomas W. Benner, CFP®
Vice President - Investment and Financial Planning Officer
Tom Benner joined CNB in 2010 as Vice President - Financial Planning Officer after working many years as an advisor for RJR Associates, a Syracuse-based investment management firm. Similar to his past experience, Tom is responsible for all aspects of relationship management, including structuring i...  more »
G. James Blatt, Jr.G. James Blatt, Jr.
Vice President - Business Development Officer
Mr. Blatt has over forty years of experience in the financial services industry, and joined Canandaigua National Bank & Trust in 2002. He is knowledgeable in the areas of investment, financial, and estate planning.  more »
Amy K. Boyd Ertel, Esq.Amy K. Boyd Ertel, Esq.
Assistant Vice President - Trust Administration Officer
Amy Boyd Ertel is an Assistant Vice President and Trust Administrative Officer with the Wealth Strategies Group at Canandaigua National Bank & Trust. Her responsibilities include the administration of trusts and estates as well as custody and investment management accounts. Amy's expertise spans ...  more »
Nancy E. Bowes, CFP®Nancy E. Bowes, CFP®
Vice President - Investment and Financial Planning Officer
Nancy Bowes has over 25 years of experience in the financial services industry. Joining CNB's Wealth Strategies Group in 2013 as an Investment Officer, Nancy manages portfolios for high net-worth individuals, guiding them through the process of identifying personal objectives for wealth management ...  more »
Lynn M. Carleton, CTFA, CSNPLynn M. Carleton, CTFA, CSNP
Vice President - Trust Administration Officer
Lynn M. Carleton joined the Wealth Strategies group at CNB as a Vice President and Trust Administrative Officer following two years with Steuben Trust Company and twenty years with Manufacturers and Traders Trust Company. Lynn has been involved in the financial services industry for her entire care...  more »
Maria Caton, CFP®, AAMS®Maria Caton, CFP®, AAMS®
Vice President - Investment and Financial Planning Officer
Maria Caton is a Vice President, Investment Officer and Financial Planning Officer with the Wealth Strategies Group at Canandaigua National Bank & Trust. In her role, Maria is responsible for managing client portfolios, while partnering with clients to determine how they can best meet life goals th...  more »
Donna L. Cator, CFP®Donna L. Cator, CFP®
Vice President - Investment and Financial Planning Officer
Donna Cator has over 25 years in the financial services industry. She began in 1986 in the Retail Banking field. She joined Canandaigua National Bank and Trust in 1998 holding a variety of management positions. For the past 10 years she has been working with clients to develop and implement persona...  more »
Denise Kelly-DohseDenise Kelly-Dohse
Vice President - Investment and Financial Planning Officer
Denise Kelly-Dohse has been with Canandaigua National Bank & Trust since 1995. Her primary responsibility is that of a trusted advisor, providing clients at any life stage with the tools and resources necessary to make educated and informed decisions to help them achieve their financial goals.  Sin...  more »
James M. ExtonJames M. Exton
Vice President - Investment Officer
Mr. Exton began his career at the Canandaigua National Bank and Trust Company in 1977. He joined the Investment Department in 1979 as an Investment Analyst. He was promoted to Assistant Vice President and Investment Officer in 1985 and Vice President in 1990. Jim currently manages personal Trust and...  more »
Jason W. Fitzgerald, CFP®Jason W. Fitzgerald, CFP®
Senior Vice President - Investment and Financial Planning Officer
Jason Fitzgerald has over 24 years of experience in the financial services industry. He joined Canandaigua National Bank & Trust (CNB) in 2000 where he transitioned from banking into investment management and financial planning. Since 2003, Jason serves as a wealth advisor, providing clients at any...  more »
Ramona Green, CTFARamona Green, CTFA
Assistant Vice President - Trust Administration Officer
Mrs. Green joined the Wealth Strategies Group at CNB in February 2006 as a Trust Associate, following 14 years with the Trust Department at HSBC. Ramona currently administers trusts and estates as well as custody and investment management accounts.  more »
David P.  Guzzetta, AFIM, CMFC®David P.  Guzzetta, AFIM, CMFC®
Vice President - Investment Officer
Mr. Guzzetta has over 25 years in the financial services industry. As Vice President and Investment Officer, David manages personal trust and investment management accounts, endowment funds, and retirement accounts. Prior to joining Canandaigua National Bank & Trust's Wealth Strategies Group in 200...  more »
Richard Hawks, Jr.Richard Hawks, Jr.
Senior Vice President - Trust Administration Officer
Mr. Hawks began his career at Canandaigua National Bank in 1972 working in the bank branch system. In 1975, he joined the Trust & Investment Department and was appointed Trust Investment Officer in 1977. In 1984, he was named Vice President and Trust Officer. In 1987, he was appointed Trust Div...  more »
Charlene S.  Johnson, CPCCharlene S.  Johnson, CPC
Retirement Services Officer
Charlene S. Johnson has over 26 years in the financial services industry. Charlene joined Canandaigua National Bank & Trust in 2010, as a Retirement Services Officer. Charlene is responsible for all aspects of retirement plans including consulting, plan documents, compliance, 5500’s and has a stron...  more »
Laura KingLaura King
Assistant Vice President - Trust Administration Officer
Ms. King has over 25 years of experience in the Wealth Strategies Group. Laura began her career in the Trust Operations Department for 11 years, eventually moving to an Administrative Assistant in the areas of Trust & Estate Administration, Business Development, Custody, and Investment Management. ...  more »
Kevin D. Kinney, CTFAKevin D. Kinney, CTFA
Vice President - Trust Administration Officer
Mr. Kinney has over twenty years of banking experience, beginning in 1986 in the Retail Banking field. He entered the Trust and Investment field in 1989 as a portfolio assistant. His experience covers all aspects of trust and estate administration, estate planning and management of investment accou...  more »
Adam Leszyk, CFP®Adam Leszyk, CFP®
Vice President - Investment and Financial Planning Officer
Adam Leszyk joined CNB in 2003. He came to CNB with previous Trust, Estate, and Tax Planning experience. Adam has formal education in the areas of financial planning, investment services, and consumer banking products so that he can assess your financial health and fulfill your financial goals.  more »
Mark S. Mazzochetti, CISPMark S. Mazzochetti, CISP
Vice President - Retirement Services Officer
Mr. Mazzochetti has over 24 years in the Financial Services Industry. Mark is currently a Vice President and Retirement Services Officer managing a portfolio of retirement investment accounts and is the product manager of the individual retirement accounts for the Wealth Strategies Group at Cananda...  more »
Rita Nischal, Esq.Rita Nischal, Esq.
Vice President - Trust Administration Officer
Rita Nischal is Vice President and Trust Administration Officer with the Wealth Strategies Group at Canandaigua National Bank & Trust. Her responsibilities include planning and administration of client fiduciary accounts, including those with our affiliate, Canandaigua National Trust Company of Flo...  more »
Kate D. Noble, CTFAKate D. Noble, CTFA
Senior Vice President - Trust Administration Officer
Kate D. Noble is a Senior Vice President and Trust Administrative Officer with the Wealth Strategies Group at Canandaigua National Bank & Trust (CNBT). With over 30 years of experience, Kate is involved with the administration of trusts and estates as well as custody and investment management accou...  more »
John E. RichardsonJohn E. Richardson
Vice President - Investment Officer
John Richardson joined Canandaigua National Bank & Trust's Wealth Strategies Group in 2014. As Vice President and Investment Officer, he is focused on meeting the overall financial well-being of his clients. John has extensive experience in both corporate and personal finance. Prior to joining CNB,...  more »
Stephen A. Rossi, MBA, CFA, CFP®Stephen A. Rossi, MBA, CFA, CFP®
Vice President - Investment and Finanical Planning Officer
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 ...  more »
Michael Schiller, CFP®Michael Schiller, CFP®
Vice President - Investment and Financial Planning Officer
Michael Schiller has over 23 years of experience in the financial services industry and has been with Canandaigua National Bank & Trust since 2008. As a Financial Planning Officer, Mike provides clients at any life stage the tools and resources necessary to make educated and informed decisions to h...  more »
Mary C. SzabatMary C. Szabat
Vice President - Investment and Financial Planning Officer
Mary has over 25 years of experience in the financial services industry. She is a Vice President and Investment Officer with the Wealth Strategies Group at Canandaigua National Bank & Trust. In this role, Mary is responsible for managing portfolios for high net-worth, trust and institutional client...  more »
James P. Terwilliger, PhD, CFP®James P. Terwilliger, PhD, CFP®
Senior Vice President - Financial Planning Officer
James Terwilliger, a Canandaigua native, joined CNB as a personal financial planner following a 30-year career as a scientist and research manager at the Kodak Research Laboratories. Prior to joining CNB, he was a tax preparer and financial advisor at the Canandaigua office of a national financial ...  more »
Jennifer N. Weidner, Esq.Jennifer N. Weidner, Esq.
Vice President - Associate General Counsel
Jennifer serves as Associate General Counsel of Canandaigua National Bank & Trust, and General Counsel of our affiliate, Canandaigua National Trust Company of Florida. In her role, she provides legal counsel to Bank management on matters of corporate governance, compliance, employment, compensation...  more »